Latest updates from the Fellow team
Improvement

Simplify post-meeting client record keeping with updates to our Salesforce and HubSpot integrations!

Mikaela avatar
Shared by Mikaela • May 31, 2024

Improve your CRM by automatically sending notes from customer calls directly to Salesforce or HubSpot.

When this is set up, your notes will be sent to your CRM 3 hours after the call has ended, leaving enough time to clean-up the notes.

This can be set up by going to User Settings --> Apps and integrations and clicking on the Salesforce and HubSpot cards.