Fellow + Freshworks CRM

Fellow + Freshworks: Sync your meeting notes and next steps with your CRM

Connect Fellow and Freshworks CRM to make it easy to follow-up on action items from customer calls, share insights in team meetings, and discuss your pipeline.

Fellow + Freshworks CRM

Fellow + Freshworks: Sync your meeting notes and next steps with your CRM

Connect Fellow and Freshworks CRM to make it easy to follow-up on action items from customer calls, share insights in team meetings, and discuss your pipeline.

Fellow + Freshworks CRM

Fellow + Freshworks: Sync your meeting notes and next steps with your CRM

Connect Fellow and Freshworks CRM to make it easy to follow-up on action items from customer calls, share insights in team meetings, and discuss your pipeline.

Trusted and loved by the world’s best teams

Trusted and loved by the world’s best teams

Trusted and loved by the world’s best teams

Follow-up on past action items

After a call with a customer, it’s common to have a list of next steps (ex. things to share, action, etc). But if you’re jumping from one call to another, it’s easy to forget what you discussed with one customer, and what you need to do for another. 

Easily keep track of these takeaways by sending meeting action items directly from Fellow to the customer profile in Freshworks CRM. Then when it comes to preparing for your follow-up call, it’s easy to review and complete what needs to be done. 

Fellow app screenshot

Follow-up on past action items

After a call with a customer, it’s common to have a list of next steps (ex. things to share, action, etc). But if you’re jumping from one call to another, it’s easy to forget what you discussed with one customer, and what you need to do for another. 

Easily keep track of these takeaways by sending meeting action items directly from Fellow to the customer profile in Freshworks CRM. Then when it comes to preparing for your follow-up call, it’s easy to review and complete what needs to be done. 

Fellow app screenshot

Follow-up on past action items

After a call with a customer, it’s common to have a list of next steps (ex. things to share, action, etc). But if you’re jumping from one call to another, it’s easy to forget what you discussed with one customer, and what you need to do for another. 

Easily keep track of these takeaways by sending meeting action items directly from Fellow to the customer profile in Freshworks CRM. Then when it comes to preparing for your follow-up call, it’s easy to review and complete what needs to be done. 

Fellow app screenshot

Easily add deal updates to team meetings

During Sales team meetings, it’s common to have some time allocated to pipeline updates and deal tracking. If you’re manually entering this information each week, it’s easy to miss something or even forget to fill out that section entirely. 

Make it easy by having deals sent directly from Freshworks CRM into your Fellow team meeting agenda. This little automation can save you time and you’ll impress your teammates with your preparation skills!

Easily add deal updates to team meetings

During Sales team meetings, it’s common to have some time allocated to pipeline updates and deal tracking. If you’re manually entering this information each week, it’s easy to miss something or even forget to fill out that section entirely. 

Make it easy by having deals sent directly from Freshworks CRM into your Fellow team meeting agenda. This little automation can save you time and you’ll impress your teammates with your preparation skills!

Easily add deal updates to team meetings

During Sales team meetings, it’s common to have some time allocated to pipeline updates and deal tracking. If you’re manually entering this information each week, it’s easy to miss something or even forget to fill out that section entirely. 

Make it easy by having deals sent directly from Freshworks CRM into your Fellow team meeting agenda. This little automation can save you time and you’ll impress your teammates with your preparation skills!

How to connect Fellow and Freshworks CRM

You’ll need to use Zapier to link both tools. 

To set-up this connection, follow these steps:

1. Login to Zapier
2. Click Create a Zap
3. Select an App and Event. Depending on the way you want your action items to go, select Fellow or Freshworks CRM.
4. Continue building your Zap

Then watch the sync begin!

Fellow app screenshot

How to connect Fellow and Freshworks CRM

You’ll need to use Zapier to link both tools. 

To set-up this connection, follow these steps:

1. Login to Zapier
2. Click Create a Zap
3. Select an App and Event. Depending on the way you want your action items to go, select Fellow or Freshworks CRM.
4. Continue building your Zap

Then watch the sync begin!

Fellow app screenshot

How to connect Fellow and Freshworks CRM

You’ll need to use Zapier to link both tools. 

To set-up this connection, follow these steps:

1. Login to Zapier
2. Click Create a Zap
3. Select an App and Event. Depending on the way you want your action items to go, select Fellow or Freshworks CRM.
4. Continue building your Zap

Then watch the sync begin!

Fellow app screenshot

The world's best teams trust Fellow

The world's best teams trust Fellow

The world's best teams trust Fellow

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