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Salesforce

Automatic syncing of meeting data to your CRM, helping users prepare for client calls and maintain accurate records of conversations and decisions.

Overview

The Salesforce integration embeds CRM context in every client meeting and sends finalized notes and action items straight to the customer record, closing the loop between conversation and system of record.

How it works

Fellow displays relevant account details in a sidebar during your meeting. When the session ends, you can push notes, tasks, and summaries to the contact or opportunity with one click, and subsequent edits stay linked.

Benefits

Client calls start with full context and end with up-to-date CRM entries. Preparation improves, follow-ups are never missed, and the entire revenue team works from a single, accurate record of every interaction.

Works where your teams work

Keep your meeting workflow synced with 50+ Fellow integrations

HubSpot

Automatically sync meeting notes with your CRM, allowing users to improve note-taking during customer calls and have those notes documented.

HubSpot

Automatically sync meeting notes with your CRM, allowing users to improve note-taking during customer calls and have those notes documented.

HubSpot

Automatically sync meeting notes with your CRM, allowing users to improve note-taking during customer calls and have those notes documented.

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.

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.

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.

Never take meeting notes again

Fellow auto-joins your video calls to get you the most accurate transcripts, summaries and action items from your meetings.

Never take meeting notes again

Fellow auto-joins your video calls to get you the most accurate transcripts, summaries and action items from your meetings.

Never take meeting notes again

Fellow auto-joins your video calls to get you the most accurate transcripts, summaries and action items from your meetings.