There can be some confusion if your meeting notes live in Fellow while other information lives in another place. This includes CRMs like Pipedrive or knowledge bases like Confluence. Keep everything in sync by sending notes directly from Fellow to another tool via Zapier.
Steps
Visit User Settings > Apps & Integrations and connect Fellow and Zapier
Create a Zap
Choose Note Sent to Zapier as a trigger
Then choose where you would like the notes sent to
During your next customer meeting, click on the Send notes button in the top right hand corner of the note and then choose Send via Zapier
