Matching a call to a meeting
A call and a meeting a week apart are only the same thread if something joins them. We match on the contact and the booking, and leave anything ambiguous unlinked rather than guessing.
Integration · Five9 to Fireflies.ai
Five9 and Fireflies integration
Fireflies records the meeting. Five9 handled the call that produced it. We connect the two so a rep walking into a meeting can hear how it was booked, and the meeting notes reach whoever owns the follow-up. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Five9
Fireflies.ai
One call ends in Five9. In Fireflies.ai:
- A Five9 agent books a meetingQualifying call, disposition set
- The meeting is recordedFireflies joins and takes notes
- Both sit on one timelineCall, notes and next step
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
The handover is where the context is lost
The two halves of a booked meeting almost never meet. The qualifying conversation happens on Five9, routed through an IVR to a skill group, dispositioned and filed in the contact centre. The meeting happens on a video call a week later, with Fireflies taking the notes, building topic trackers and clipping soundbites. The rep taking the meeting has the calendar invite and a one-line reason, and no idea what the prospect actually said when they agreed to it.
Connecting them fixes the handover in both directions. The Five9 call is available where the meeting lives, so the rep can listen to two minutes of it beforehand. The Fireflies summary and next steps go back to the record and to the person who owns the follow-up, so the contact centre can see which of its bookings turned into something — which is the only honest way to judge whether the qualifying script is working.
- Teams where SDRs book for AEsThe AE hears the qualifying call before the meeting, not after it.
- Contact centres judged on booked meetingsBookings can be traced through to what happened next.
- Managers coaching both stagesThe call and the meeting are reviewable as one story.
What we connect between Five9 and Fireflies.ai
A typical setup. We adjust each line to how your team uses Five9 and Fireflies.ai.
When this happensThis is what you get
A Five9 call with a booked-meeting dispositionLinked to the meeting it produced, once that meeting is scheduled
A Fireflies meeting summaryWritten back to the record and sent to the follow-up owner
Meeting action itemsTasks for the owner, with the meeting linked
Topic tracker hits from the meetingAvailable against the same contact as the call
A meeting that did not happenFlagged back against the original call and disposition
The Five9 recordingLinked from the meeting, so the qualifying call is one click away
Field mapping, event by event
Each Five9 event and exactly what it writes in Fireflies.ai. Pick an event to see its fields.
1. Trigger · Five9
When a call ends
Every call made or received in Five9
2. Action · Fireflies.ai
Log the meeting record
In Fireflies.ai, on the meeting — Where your team already works
Fireflies.ai field
Mapped from
What happens
Activity date
Call time15 Sep, 4:00 pm
Shown in your time zone
Call time15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Fireflies.ai expects
Call length3 min 04 s
Stored the way Fireflies.ai expects
Call outcome
Call outcomeInterested
Matched to your own list of outcomes
Call outcomeInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
Call notesAsked for pricing
Saved as note text
Call notesAsked for pricing
Saved as note text
Owner
Rep’s nameMaria Lopez
Matched to the same person in Fireflies.ai
Rep’s nameMaria Lopez
Matched to the same person in Fireflies.ai
Meeting
Matched by phone number+1 415 555 0142
A new meeting is created only if none match
1. Trigger · Five9
When an outcome is set
A rep marks how the call went
2. Action · Fireflies.ai
Update the meeting
In Fireflies.ai — Moves one record, not all of them
Fireflies.ai field
Mapped from
What happens
Which meeting
Most recent open meetingNorthwind — 12 seats
On the matching meeting, owned by the rep on the call
Stage
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
1. Trigger · Five9
When a voicemail is left
Nobody picked up in time
2. Action · Fireflies.ai
Create a follow-up
In Fireflies.ai, for the meeting owner — A call-back nobody forgets
Fireflies.ai field
Mapped from
What happens
Title
Caller number+1 415 555 0142
“Call back” plus the meeting name, or the number if unknown
Caller number+1 415 555 0142
“Call back” plus the meeting name, or the number if unknown
Due
Your follow-up windowWithin 1 hour
Set to how fast your team calls back
Assigned to
Meeting ownerMaria Lopez
Falls back to the rep who was on the line
Meeting ownerMaria Lopez
Falls back to the rep who was on the line
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Five9 calls
Your team builds and maintains every step
Where it runs
In your own Five9 and Fireflies.ai accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Five9 and Fireflies.ai setups usually go wrong
Fireflies is a meeting recorder
It is built for scheduled calls, not for contact centre queues. We are explicit about which conversations it covers, rather than implying every Five9 call will be transcribed.
Two sets of consent
A recorded contact centre call and a recorded video meeting are different disclosures. Both stay yours and your counsel’s to set; we build so each system follows its own rule.
Skill groups change, mappings should not
Five9 skill membership shifts as agents move teams, so we tie the connection to the campaign and disposition rather than to who is in a group this month.
How we set it up
- 1
Agree what connects
Which dispositions count as a booking, who owns the follow-up, and where the summary should land. You get a written scope with a fixed one-time price.
- 2
Access for the setup
A Five9 user with the Administrator role, scoped by user profile where possible, and Fireflies access covering the channels in scope.
- 3
We connect and test
We book a test meeting from a call, run the meeting ourselves, and check the link, the summary, the tasks and the case where the meeting never happens.
- 4
Handover
A short document of what is connected. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Five9 and Fireflies.ai, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Five9 and Fireflies.ai
Does Fireflies record Five9 calls?
Fireflies is a meeting recorder, built for scheduled calls rather than contact centre queues. What this connection does is link the Five9 call to the meeting it produced, so both are reachable from one place.
Who gets the meeting summary?
Whoever owns the follow-up. The summary and action items are written back to the record and sent to that person, rather than sitting in a meeting tool nobody opens.
Can we see which booked meetings actually happened?
Yes. A meeting that does not take place is flagged back against the original call and disposition, which is what makes booking numbers meaningful.
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us. Your Five9 and Fireflies plans are unchanged.
Rather talk it through?
Thirty minutes on how your team uses Five9 and Fireflies.ai. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Meeting linkedFollow-up assigned
Call-back taskAssigned to the contact owner