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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.
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 solves three key problems around running meetings. First, creating the agenda. Then, with the ability to take notes, meeting management becomes much simpler. And finally, tracking the action items that come out of every meeting. Having everything in Fellow means we can track it and follow up on it.”
Mychelle MollotChief Marketing Officer