Fellow + Pipedrive

Fellow + Pipedrive: Sync AI meeting notes with customer profiles

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.

Fellow + Pipedrive

Fellow + Pipedrive: Sync AI meeting notes with customer profiles

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.

Fellow + Pipedrive

Fellow + Pipedrive: Sync AI meeting notes with customer profiles

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.

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

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!

Fellow app screenshot

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!

Fellow app screenshot

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!

Fellow app screenshot

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.

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.

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!

Fellow app screenshot

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!

Fellow app screenshot

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!

Fellow app screenshot

The world's best teams trust Fellow

The world's best teams trust Fellow

The world's best teams trust Fellow

Start having better meetings today

Make your calls productive and efficient with Fellow

Leaders in 100+ countries have fewer, better, shorter meetings thanks to Fellow. Get started today. No credit card required.

Fellow

532 Montréal Rd #275,
Ottawa, ON K1K 4R4,
Canada

© 2025 All rights reserved.

YouTube
LinkedIn
Instagram
Facebook
Twitter