Sales follow-up NOV 10, 2026 4 MIN READ

Fireflies.ai

Vital signs

Last activity
October 31, 2026Chrome Web Store: extension version 6.8.0, updated October 31, 2026Source18
Pricing
PublishedRead November 5, 2026 on the pricing page
Status
Live
Last verified
November 5, 2026
Job
Sales follow-up
Fits
1 to 10 people; 11 to 50 people; 51 to 250 people; 250 or more people
Company
Fireflies.ai Corp.fireflies.ai
Pricing
Free; Pro $10, Business $19 and Enterprise $39 a seat a month billed annually, or Pro $18 and Business $29 monthly; AI credit packs extra; November 2026Sources1,9
Integrations
Zoom, Google Meet, Microsoft Teams, HubSpot, Salesforce, Pipedrive, Zoho CRM, Close, Attio, Microsoft Dynamics 365, Gmail, Outlook
Controls
  • Approvals. Autofill CRM drafts HubSpot or Salesforce field updates, and nothing is sent until the rep approves them Sources3,4
  • Undo or drafts. Email Assistant leaves every reply and follow-up as a draft in Gmail or Outlook; nothing is sent automatically Source8
  • Permissions. Member and Admin roles on all plans, a Super Admin role on Enterprise, and SSO and SCIM on Enterprise Sources10,1
  • Activity log. An audit events API for meeting, teammate and settings changes, in beta, for Enterprise team admins Source11
Data handling and security
Fireflies' privacy policy (September 2026) puts meeting content under Zero Data Retention, so third-party vendors don't keep it or train on it; its help centre says data is stored in the US by default. Fireflies says it holds SOC 2 Type II and ISO 42001; its DPA (March 2026) falls back on EU SCCs.Read November 5, 2026: privacy policy, security page. Sources14,17,16,15

What it does

According to its help centre and sales page, Fireflies records your sales calls, logs the notes to the matching records in your CRM, drafts field updates, and leaves a follow-up email draft for the rep to review and send.

The HubSpot guide says the notes, summary and a link to the full transcript go to the contacts, companies or deals of the people on the call, and Fireflies can create a contact for someone who isn't in HubSpot yet. In Salesforce the notes land under the matching Lead, Contact or Opportunity. Action items can become CRM tasks in both.

Field updates are a separate feature, Autofill CRM, on the Business and Enterprise plans. After each external meeting it drafts values for the HubSpot or Salesforce fields you map, such as deal stage, next steps or close date, with each field set to append or overwrite. The help centre says nothing reaches the CRM until the rep reviews the values and clicks Autofill.

For the email, the help centre lists a Follow-Up Email Generator among its AI Skills, which can run after every matching meeting. Separately, the Email Assistant for Gmail and Outlook drafts replies to incoming email from the thread and your meetings with that person, and writes a follow-up draft when a sent email gets no answer. The help centre says Email Assistant never sends a draft on its own.

Who it fits

Fireflies fits sales teams of any size whose calls run on Zoom, Google Meet, Microsoft Teams or another platform it records, and whose CRM is one of the 13 its help centre lists. Field updates need HubSpot or Salesforce.

Fireflies' pricing page lists Pro at $10 and Business at $19 a seat a month billed annually in November 2026. Pro includes the integrations, AI Skills and the Email Assistant. Autofill CRM starts at Business, so three reps cost $57 a month billed annually before extra AI credits.

The help centre says Business comes with 30 AI credits, given once and shared by the team. Autofill uses one credit per meeting, and AI Skills and email drafts are charged by the work each takes. Extra credits were listed at $5 a month for 50 on monthly billing, or $4 a month billed annually, in November 2026.

I'd shortlist it if your CRM is HubSpot or Salesforce and you want the rep to check each field update before it's written. Compare the other sales follow-up agents on what they write without review. My sales operations post prices a custom version built on Otter or Fireflies and your CRM's API at $10,000 to $20,000.

Limitations

Fireflies' sales page says Autofill updates "Salesforce, HubSpot, and 45 more", but the help centre's Autofill guides and its AI credits page name only HubSpot and Salesforce. For the other CRMs its guides cover logging notes, not field updates.

The help centre documents no review step for notes and tasks, which sync after each meeting once turned on. Salesforce task creation is on by default for new users, and the help centre says the setting that logs notes to Opportunities also creates a Lead whenever a new participant joins the meeting.

Meeting recap emails go to everyone on the invite by default, external guests included, so a prospect gets Fireflies' summary and a link to the full notes unless you change who receives it in Meeting Settings.

The Rules Engine, which picks the meetings Autofill runs on, is for Enterprise admins only. Without it, Autofill keeps its default of external meetings, per the HubSpot Autofill guide, and the rep starts any other meeting's run by hand with On Demand.

When the plan's credits run out, the AI credits page says Fireflies subscribes you to its lowest credit tier on its own and moves existing credit subscribers up a tier, unless you turn auto-upgrade off. Fireflies' terms of service let it change how many credits a feature needs at any time.

The help centre articles I read don't show the post-call email landing in the rep's Gmail or Outlook drafts. They document it as an AI Skill output in Fireflies, which can be sent on to tools such as Slack or HubSpot.

On Trustpilot, two of the 20 reviews on its first page, read in November 2026, said charges continued after cancelling. Business was $29 a seat a month on monthly billing that month, so I'd run a month with two reps and set a target for time saved per call before paying for a year.

Evidence of real use

  • Independent usersRating November 2026

    Chrome Web Store: the Fireflies extension rated 4.6 from 207 ratings, 100,000 users, version 6.8.0 updated October 31, 2026, read November 5, 2026

    Source18

  • Independent usersRating November 2026

    Google Play: the Android app rated 4.5 from 7.9K reviews, 500K+ downloads, updated October 26, 2026, read November 5, 2026

    Source19

  • Independent usersRating November 2026

    App Store: the iPhone app rated 4.8 of 5 from 5.5K ratings, read November 5, 2026

    Source20

  • Independent usersRating November 2026

    Trustpilot: 4.5 from 895 reviews, 13% one-star; two of the 20 reviews on its first page report charges after cancelling, read November 5, 2026

    Source21

  • Press and analysisPress September 2026

    TechCrunch, September 29, 2026: Fireflies added dictation to its desktop apps, a month after launching an inbox feature that drafts emails

    Source22

  • Vendor documentationCase study November 2026

    Fireflies' undated LifeGuides story claims its Email Assistant saved one user 4 hours a week

    Source23

How it scores: 28 of 35

CriterionScoreWhy
Job fit and output quality4 of 5Help centre: notes and tasks sync to HubSpot and Salesforce, field updates there wait for rep approval, and the follow-up email is an AI Skill output
Setup time4 of 5Self-serve sign-up and a free plan; HubSpot and Salesforce connect by sign-in, and Autofill suggests fields from recent records; meeting rules need Enterprise
Price at small-business scale4 of 5Three reps on Business cost $57 a month billed annually in November 2026; Business has 30 one-time team AI credits, Autofill uses one per meeting
Controls4 of 5Autofill field updates wait for the rep's approval and email drafts are never sent automatically; notes and tasks sync unreviewed; audit events on Enterprise
Integrations4 of 5Help centre lists 13 supported CRMs, plus Zoom, Meet, Teams, Gmail, Outlook, an API and an MCP server; field-level Autofill covers HubSpot and Salesforce only
Security evidence4 of 5SOC 2 Type II and ISO 42001 stated, a DPA updated March 2026 with SCCs, zero retention at AI vendors; US storage by default, subprocessor list needs JavaScript
Independent user evidence4 of 5Chrome Web Store 4.6 from 207, Google Play 4.5 from 7.9K, App Store 4.8 from 5.5K, Trustpilot 4.5 from 895; G2 and Capterra unreadable; none rate CRM sync

Job pages rank agents by this total; the How we pick page lists the criteria.

Sources

  1. 1.
    Fireflies.ai, Pricing & Plans

    Vendor Read November 5, 2026

  2. 2.
    Fireflies.ai, Fireflies for Sales

    Vendor Read November 5, 2026

  3. 3.
    Fireflies Knowledge Base, Autofill CRM for HubSpot

    Vendor Read November 5, 2026

  4. 4.
    Fireflies Knowledge Base, Autofill CRM for Salesforce

    Vendor Read November 5, 2026

  5. 5.
    Fireflies Knowledge Base, How to Integrate HubSpot with Fireflies

    Vendor Read November 5, 2026

  6. 6.
    Fireflies Knowledge Base, Learn about the Salesforce-Fireflies integration

    Vendor Read November 5, 2026

  7. 7.
    Fireflies Knowledge Base, Learn About AI Skills: Create Automated Workflows From Your Meetings

    Vendor Read November 5, 2026

  8. 8.
    Fireflies Knowledge Base, Learn about the Fireflies Email Assistant

    Vendor Read November 5, 2026

  9. 9.
    Fireflies Knowledge Base, AI Credits Pricing and Overview

    Vendor Read November 5, 2026

  10. 10.
    Fireflies Knowledge Base, Learn about the Super Admin role

    Vendor Read November 5, 2026

  11. 11.
    Fireflies API Docs, Audit Events (Beta)

    Vendor Read November 5, 2026

  12. 12.
    Fireflies Knowledge Base, CRM platforms supported

    Vendor Read November 5, 2026

  13. 13.
    Fireflies Knowledge Base, How to configure your meeting recap email settings

    Vendor Read November 5, 2026

  14. 14.
    Fireflies.ai, Privacy Policy

    September 2026 Vendor Read November 5, 2026

  15. 15.
    Fireflies.ai, Data Processing Addendum

    March 2026 Vendor Read November 5, 2026

  16. 16.
    Fireflies.ai, Security

    Vendor Read November 5, 2026

  17. 17.
    Fireflies Knowledge Base, Learn about data storage and transfer

    Vendor Read November 5, 2026

  18. 18.
    Chrome Web Store, Fireflies: AI meeting notes

    Independent Read November 5, 2026

  19. 19.
    Google Play, Fireflies: AI notetaker

    Independent Read November 5, 2026

  20. 20.
    App Store, Fireflies: AI notetaker

    Independent Read November 5, 2026

  21. 21.
    Trustpilot, Fireflies.ai reviews

    Independent Read November 5, 2026

  22. 22.
    TechCrunch, Fireflies adds dictation to its desktop notetaking apps

    September 2026 Press Read November 5, 2026

  23. 23.
    Fireflies.ai, The AI Email Tool That Finally Won an Inbox

    Vendor Read November 5, 2026

  24. 24.
    Fireflies Knowledge Base, How to save meeting notes under Salesforce Opportunities

    Vendor Read November 5, 2026

  25. 25.
    Fireflies Knowledge Base, How to create tasks in Salesforce from meeting action items

    Vendor Read November 5, 2026

  26. 26.
    Fireflies.ai, Terms of Service

    September 2026 Vendor Read November 5, 2026

Share this profile