Autofill CRM Webinar

We just wrapped our Autofill CRM webinar with @chan , our senior PM. This was the session a lot of you asked for, it's been the number one CRM request, and we set it up live: connect your CRM, turn Autofill on, and watch a real call fill in the fields with zero typing.

Here's what we covered and where to go deeper.

What Autofill does (5:58)

The problem is always the same: the conversation and the CRM are disconnected, so updating it becomes busy work that slips. Autofill closes that gap. It pulls the details out of your call and fills your CRM for you. It's a separate product from the usual note-push, with its own rules, built for richer data than notes alone.

Setup is one configuration (7:42)

Once your CRM is connected, click set up Autofill and choose what to update: contacts, companies, and deals. You get a default set of fields that need no setup, and a live preview of what each one will pull. Same flow for HubSpot and Salesforce.

Custom fields, your prompt (11:00)

Want something specific like number of employees or budget? Add a custom field and write a short prompt telling Fireflies what to extract. You don't have to worry about the format, Fireflies detects the field type on its own.

Append or overwrite (12:30)

For every field, you decide: overwrite replaces what's there, append adds to it without deleting the old value. Set it per field, per contact, company, and deal, so nothing important gets wiped.

Rules keep it on sales calls (13:30)

Set rules so Autofill only runs where you want. By default it's external meetings, and you can filter by title, host, participants, type, or duration. That's how you keep it on sales calls and out of your internal standups.

You review before anything sends (15:00)

This is the important part. Autofill never pushes on its own. Fireflies extracts the fields, you get a notification, and you review, edit, and send. It's set up per user so the audit trail stays clean. Fireflies drafts, you approve.

Backfill past calls (23:30)

Recorded calls before you set this up? Open any past meeting, click the integration icon, pick your CRM, and run Autofill on demand.

For managers, Deal Intelligence adds automatic deal status and close probability across your HubSpot pipeline, so you can see where deals stand without chasing reps for updates.

Over to you: what's the one thing you're tired of updating in your CRM by hand? If you've been there, you know the feeling:

❌ Notes you swear you'll log after the call, then don't
❌ Deal fields that are always a week out of date
❌ Personal and internal calls cluttering up your CRM
❌ A pipeline your manager can't trust because half of it is stale

👇 Drop your CRM and your most-hated field below. Be specific. Which CRM are you on, and what do you hate typing into it? We'll show you the exact Autofill setup to fix it.

Keep the conversation going: questions that came up as you set this up? Drop them in the comments here or post in Ask the Community, and we'll help you dial in your rules and fields.