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Communicate deals and tickets in your agenda
When managing multiple accounts and conversations, it can be hard to remember to update your team on new deals and customer issues.
Connect Hubspot and Fellow to automatically send new deals, tickets, and important Hubspot updates directly to your meeting agendas.
No more miscommunication between team members!
Master the follow-up
One common challenge with using multiple tools to manage customer relationships is that action items can slip through the cracks.
Avoid forgetting important tasks and takeaways by sending the action items promised in your meetings directly into Hubspot.
Your customers and prospects will be impressed by your follow-up skills!
Improve the customer hand-off process
Misalignment between the Sales and Customer Success teams can harm client experience.
Use Fellow + Hubspot to keep a history of important information and action items related to a customer.
Neither Sales or CS will be left in the dark about a client relationship.
How to connect Fellow and Hubspot
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 Hubspot.
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