
Redtail Integration With Fireflies
Automatically sync your meeting notes and tasks to the appropriate records in Redtail.
About Redtail

Setting up your Redtail is easy
- How to integrate
How to integrate Redtail with Fireflies
Fireflies will log calls, notes, transcripts under the appropriate contact in Redtail CRM. It’ll use the email of the participant on the cal invite to identify where to log the data.
1.
Turn on your CRM integrationᨆ1.
Turn on your CRM integration
2.
Select what data you want loggedᨆ2.
Select what data you want logged
3.
Pick if you want to log for all contacts or existing CRM contactsᨆ3.
Pick if you want to log for all contacts or existing CRM contacts
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