Pipedrive
Keep all relevant information about a prospect organized and accessible by syncing your Fellow meeting notes and action items to the customer profile in Pipedrive.
Overview
Connecting Fellow to Pipedrive lets sales teams tie meeting notes, commitments, and follow-ups directly to deals, contacts, and organizations—so CRM data and conversation history stay in lockstep.
How it works
Once the integration is enabled, you can link a Fellow note to a Pipedrive record before or during a call. Meeting notes, tasks, and next steps, post back to that record automatically, while key deal information surfaces in Fellow for real-time context.
Benefits
Reps prepare faster, discussions are logged without extra effort, and deal progress remains transparent to everyone involved in the sales cycle.
