Automate Fireflies to Salesforce with AI

We primarily focus on Leads, Contacts, Accounts, and Opportunities, logging activities (Tasks/Events) related to them.

By default, we match existing records. You can enable a setting to create new Leads for unknown email addresses.

Yes, you can map Fireflies data to custom fields on the Task or Event object in Salesforce.

We look for open Opportunities associated with the Contact or Account involved in the meeting. You can set rules for primary opportunity selection.

Yes, our advanced mapping allows you to associate meeting notes with Custom Objects if they are linked to the contact.

Yes. You can limit the sync to only process meetings for users with a 'Sales' profile in Salesforce.

Yes, you can extract keywords (e.g., "Budget", "Timeline") and populate specific fields in Salesforce.

Yes, as long as API access is enabled (which is standard now), it works with Professional, Enterprise, and Unlimited editions.

We respect Salesforce's duplicate matching rules. If we find multiple matches for an email, we verify with the user or log an error.

Storing large audio files in Salesforce can be expensive. We recommend storing the link, but file upload logic can be configured.

We use OAuth 2.0 and do not store your Salesforce credentials. We are SOC2 compliant.

Yes. If the AI detects "next steps" in the call, we can automatically create pending Tasks assigned to the record owner.

Yes, as long as Fireflies recorded the meeting (via bot or dialer), we can sync it.

Yes, we can map the sentiment score from Fireflies to a custom field on the Salesforce Activity record.

Absolutely. You can connect RhinoAgents to your Salesforce Sandbox environment to verify the mapping before going live.