Latest updates from the Fellow team
Feature update

Send Meeting Notes to Salesforce as a Note

Shannon avatar
Shared by Shannon • December 18, 2023

We're excited to share that we're giving you more options to connect your meeting notes to your Salesforce records.

With our latest update, you can now send your meeting notes from Fellow to Salesforce as a Salesforce note.

If you have enhanced notes in Salesforce you will see the formatting of your meeting notes maintained, making it easier than ever to get up to speed on a meeting, all without leaving Salesforce.