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Fireflies AI Integration – Installation

Elena Zakharova
  • Updated

    This guide covers how to install, set up, and use the Fireflies AI integration in Maximizer.

     

    Install and Set Up

    1. Sign in to Maximizer.
    2. Open App Directory.
    3. Find Fireflies AI Integration.
    4. Follow the installation steps.
    5. On the Fireflies app card, click Configuration to choose how matching and logging should work.
    6. Run a meeting with Fireflies AI.
    7. After the meeting ends and Fireflies finishes processing it, the integration saves the meeting data to the matched Maximizer entry.

    Choose Your Settings

    Open the Fireflies app card in the Maximizer App Directory, then click Configuration.

    • Interaction Log To (Entry Types) 
      Choose which types of entries can receive meeting logs, such as Address Book entries or Leads.
    • Entry Matching Fields 
      Choose which fields are used to match meeting participants to Maximizer entries.
    • Common matching fields
      • Email
      • Full Name
      • First Name
      • Last Name
    • Integration Log Rule
      • All matching entries: Create a log on every matched entry.
      • Last modified: Use only one matched entry for each participant.
    • Priority Entry Types 
      This setting is used with Last modified. 
      Set the order in which the integration should check entry types, for example: Company, then Contact, then Lead.

    What Happens After a Meeting

    1. A Fireflies meeting ends.
    2. Fireflies processes the recording, transcript, and AI summary.
    3. Fireflies sends webhook notifications to the integration.
    4. The integration matches meeting participants to Maximizer entries using your selected matching fields.
    5. The integration saves records based on the event type:
      • meeting.transcribed
        • Creates an interaction log.
        • Saves the transcript as a .vtt document.
      • meeting.summarized
        • Creates a summary note.
        • Creates tasks from action items.

    Important Matching Notes

    • Matching uses the fields you selected in the configuration.
    • If one selected field is missing from a participant's Fireflies data, the integration uses the other available selected fields.
    • At least one selected field must contain a value before a participant can be matched.

    Matching Examples

    Example 1: Only email is available

    • Configured fields: Email and Full Name
    • Fireflies data:
      • Email = james.parker@maximizer.com
      • Full Name = missing
    • Result: The integration matches by email only.

    Example 2: Only the name is available

    • Configured fields: Email and Full Name
    • Fireflies data:
      • Email = missing
      • Full Name = Daniel Carter
    • Result: The integration matches by full name only.

    Example 3: Email and name are both available

    • Configured fields: Email and Full Name
    • Fireflies data:
      • Email = emma.thompson@maximizer.com
      • Full Name = Emma Thompson
    • Result: The integration uses both values when matching.

    Best Practices

    Fireflies participant details may sometimes be incomplete, such as having only an email address or only a name. Because of this, some meetings may not match any Maximizer entry.

    • For more reliable matching, select both Email and Full Name.
    • If many people in your organization have similar names, use Last modified with Priority Entry Types to reduce unclear matches.

    Important Note: Duplicate webhook events are ignored to help prevent duplicate records.

     

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