How Fireflies Autofills HubSpot and Salesforce CRMs (Full Transcript)

[00:00:02] Speaker 1: Your CRM can now update itself. If you're on HubSpot, Salesforce, or another supported CRM, Fireflys pulls what happened in the meeting and fills it in for you, automatically. Here's how Autofill CRM works. Setup is simple. Once HubSpot's connected, you'll see the option to set up Autofill. Click that. Here, choose what to configure, Contacts, Companies, and Deals in HubSpot, or Contacts, Accounts, and Opportunities in Salesforce. You'll get a default mapping with a predefined set of fields. On the right, you'll see a live preview of how the data looks for each field. Want more? Scroll down to add custom fields. Just write your own prompt telling Fireflys exactly what to extract from the meeting. Default fields need no setup at all. Fireflys already has prompts configured and automatically detects each field's data type. For each field, choose between Overwrite and Append. Overwrite replaces what's there, Append adds on top. You can set this up separately for Contacts, Companies, and Deals, or Accounts and Opportunities in Salesforce. You control when extraction runs, using rules based on meeting title, participants, host, meeting type, or duration. By default, it's set to External Meetings. For this demo, let's switch it to All Meetings. One thing to note, Autofill never sends anything to your CRM automatically. You always review and send it yourself. That's also why it's configured per user, even on team integrations, so accountability and the audit trail stay clean. Once you're happy with Contacts, Companies, and Deals, save each one and your Autofill configuration is live. Come back anytime to edit, delete, or turn it on and off. Now here's how data actually gets sent to your CRM. When a meeting matches your rules, Fireflys extracts the data automatically and notifies you it's ready to review. Just click Review to open it. First, Contacts. For Calendar Meetings, Fireflys automatically pulls in participant emails. Add or remove as needed. Choose what to send. Edit anything you'd like or fill in what's missing. Then save and move on. Company Fields. Same process. Deals work a little differently. Pick which deal to send this contacts data to. If there are multiple contacts, you'll see all their open deals together. Multi-select what you want and hit Autofill. The data lands in your CRM instantly. This works for Past Meetings, too. To open the meeting, click the icon in the top right of the notepad, search HubSpot, and hit Autofill. One AI credit is charged per meeting, no matter how many fields you configure. And it's charged at extraction, not at send. So once it's extracted, you can edit and resend as many times as you like. And that's CRM Autofill for HubSpot and Salesforce. Set it up once, and Fireflys keeps your CRM updated automatically. Available on business and enterprise plans.