Send Notes via Zapier

Send notes from meetings directly to other tools via Zapier

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

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.


  1. Visit User Settings > Apps & Integrations and connect Fellow and Zapier

  2. Create a Zap

    1. Choose Note Sent to Zapier as a trigger

    2. Then choose where you would like the notes sent to

  3. 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

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