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Master call preparation and follow-up
If you’re managing a lot of accounts and prospects, it can feel overwhelming if your client files are scattered across tools, or the notes are unclear.
Make it easy by taking detailed notes in Fellow and sending those notes to Pipedrive. That way, it’s easy to find the notes either by searching for the date of the meeting or the client name. You can easily impress your clients with your level of preparedness and organization!
Have great pipeline meetings
It’s important to update the agenda before a Sales Pipeline meeting but it can also be a bit frustrating and time-consuming. It’s even worse if this ends up taking a lot of time that could be better spent generating sales.
Make preparation automatic by having new deals in Pipedrive automatically added to the meeting note. Your team will stay informed without any extra work. Which means you can focus on closing the deals in the first place.
How to connect Fellow and Pipedrive
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 Pipedrive.
4. Continue building your Zap
Then watch the sync begin!
What is Pipedrive?
Pipedrive is a sales-focused and deal-driven customer relationship management (CRM) tool
Pipedrive helps small and medium-sized businesses get more qualified leads, track calls, and synchronize schedules.
“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