Case Study: Convictional achieves automated CRM logging and saves hours of admin work with Fireflies.ai

Convictional improves their sales meeting notes with Fireflies

Convictional, a B2B trade platform that helps online retailers expand product assortments without inventory risk, was spending significant time manually taking and cleaning sales notes in HubSpot and lacked call recordings for coaching. This inconsistent, paper-heavy process left reps less present on calls and made follow-up and training difficult, so Convictional turned to Fireflies.ai for call recording, transcription, and HubSpot CRM logging.

Fireflies.ai was integrated with HubSpot to automatically record meetings, generate transcripts, and log notes in the CRM, eliminating manual note-taking. As a result, Convictional’s reps are more present on prospect calls, the team saved hours of admin work each week, and coaching improved because recorded calls and standardized transcripts are easily accessible for training and follow-up.

Convictional

Chris Grouchy

Co-Founder