1
of 6— Create your Fireflies account
What you'll accomplish
By the end of this guide, you'll have Fireflies.ai automatically joining your video calls as a silent note-taker, generating structured call summaries, and optionally pushing those notes directly to your CRM — eliminating 15–25 minutes of manual documentation per call.
What you'll need
- A Fireflies.ai account at fireflies.ai (free plan handles basics; Pro at $10–19/month adds CRM integrations and more storage)
- Zoom, Google Meet, or Microsoft Teams for client video calls
- A Google or Outlook calendar connected to Fireflies
- Time needed: 30–45 minutes setup; fully automatic after that
- Cost: Free (limited storage) / $10–19/month Pro
How-To Guide: Automatic CRM Notes with Fireflies.ai
Step 1: Create your Fireflies account
Go to fireflies.ai. Click Get started free. Sign up with your Google or Microsoft account (this is important — it connects your calendar automatically).
What you should see: You're taken to the Fireflies dashboard with a "Connect to calendar" prompt.