Fellow + Pipedrive

Fellow + Salesforce: Automatically sync your meeting data to your CRM

With Fellow’s Salesforce integration, it’s easy to show up prepared for client calls and keep accurate records of all conversations and decisions.

Fellow + Pipedrive

Fellow + Salesforce: Automatically sync your meeting data to your CRM

With Fellow’s Salesforce integration, it’s easy to show up prepared for client calls and keep accurate records of all conversations and decisions.

Fellow + Pipedrive

Fellow + Salesforce: Automatically sync your meeting data to your CRM

With Fellow’s Salesforce integration, it’s easy to show up prepared for client calls and keep accurate records of all conversations and decisions.

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

Your meeting notes sent to Salesforce

When you are meeting with a lot of clients, it’s helpful to keep three main pieces of information connected: the meeting itself (the calendar event), the notes, and the customer profile in your CRM. 

Keep everything aligned by connecting your meeting notes with your calendar in Fellow and then sending the notes over to the customer’s Salesforce profile. You’ll maintain an accurate record of what was discussed.

Fellow app screenshot

Your meeting notes sent to Salesforce

When you are meeting with a lot of clients, it’s helpful to keep three main pieces of information connected: the meeting itself (the calendar event), the notes, and the customer profile in your CRM. 

Keep everything aligned by connecting your meeting notes with your calendar in Fellow and then sending the notes over to the customer’s Salesforce profile. You’ll maintain an accurate record of what was discussed.

Fellow app screenshot

Your meeting notes sent to Salesforce

When you are meeting with a lot of clients, it’s helpful to keep three main pieces of information connected: the meeting itself (the calendar event), the notes, and the customer profile in your CRM. 

Keep everything aligned by connecting your meeting notes with your calendar in Fellow and then sending the notes over to the customer’s Salesforce profile. You’ll maintain an accurate record of what was discussed.

Fellow app screenshot

Clearly record actions taken

If you are in charge of a lot of customer accounts, it can be challenging to remember which account needs what done and by when

Connect Fellow + Salesforce, so those action items brought up during your customer calls are documented in the meeting notes and recorded on their Salesforce profile. 

This makes it easy to prepare for follow-up calls by reviewing what you discussed last time. Impress your customers with your record-keeping!

Clearly record actions taken

If you are in charge of a lot of customer accounts, it can be challenging to remember which account needs what done and by when

Connect Fellow + Salesforce, so those action items brought up during your customer calls are documented in the meeting notes and recorded on their Salesforce profile. 

This makes it easy to prepare for follow-up calls by reviewing what you discussed last time. Impress your customers with your record-keeping!

Clearly record actions taken

If you are in charge of a lot of customer accounts, it can be challenging to remember which account needs what done and by when

Connect Fellow + Salesforce, so those action items brought up during your customer calls are documented in the meeting notes and recorded on their Salesforce profile. 

This makes it easy to prepare for follow-up calls by reviewing what you discussed last time. Impress your customers with your record-keeping!

Keep client information on hand

It’s a terrible feeling to be caught off guard when talking to prospects just because you forgot to write something down.

Remove that stressor with Fellow’s Salesforce integration. Relevant information from Salesforce will show up in a convenient side panel right beside your meeting note, meaning you’ll never forget the who, what, where, when, or why. 

Fellow app screenshot

Keep client information on hand

It’s a terrible feeling to be caught off guard when talking to prospects just because you forgot to write something down.

Remove that stressor with Fellow’s Salesforce integration. Relevant information from Salesforce will show up in a convenient side panel right beside your meeting note, meaning you’ll never forget the who, what, where, when, or why. 

Fellow app screenshot

Keep client information on hand

It’s a terrible feeling to be caught off guard when talking to prospects just because you forgot to write something down.

Remove that stressor with Fellow’s Salesforce integration. Relevant information from Salesforce will show up in a convenient side panel right beside your meeting note, meaning you’ll never forget the who, what, where, when, or why. 

Fellow app screenshot

How to connect Fellow and Salesforce

To set up this integration, follow these steps:

1. Visit User Settings and click on Apps & Integrations
2. Click on the Salesforce Card
3. Follow the prompts and login to your Salesforce account

You’ll then be all set up for your next customer call!

How to connect Fellow and Salesforce

To set up this integration, follow these steps:

1. Visit User Settings and click on Apps & Integrations
2. Click on the Salesforce Card
3. Follow the prompts and login to your Salesforce account

You’ll then be all set up for your next customer call!

How to connect Fellow and Salesforce

To set up this integration, follow these steps:

1. Visit User Settings and click on Apps & Integrations
2. Click on the Salesforce Card
3. Follow the prompts and login to your Salesforce account

You’ll then be all set up for your next customer call!

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

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