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.
