*** Salesforce Integration is available for users on the Org Plan ***

Fellow’s Salesforce integration makes it easy to connect your meeting notes with information in your CRM.

Essentially this means that you can pull information from Salesforce into Fellow so that you have all the relevant information on hand during client calls. After the call is done, you can send information from Fellow into Salesforce - for example sending the notes from the call to their Salesforce profile.

To get into more specifics:

What does the Salesforce integration look like in Fellow?

Information about that client/customer will appear in a panel on the right hand side of the note, right above the private notes section. This panel will contain relevant information including the Account, Contact, Opportunity, Lead or Case.

When would I use the Salesforce integration?

The Salesforce integration is primarily used for meetings with external attendees/clients or other people outside of your organization that you would have a Salesforce profile for. The Salesforce panel will only appear in meetings where there is an external attendees, it won't appear during team meetings or 1-on-1s.

Who needs to set-up the integration?

This is a user-level integration, which means that each person who wants to use this integration will need to connect their Fellow account with their Salesforce account. You can access this in User Settings --> Apps & Integrations.

What type of information can I send from Fellow to Salesforce?

You can attach the meeting notes to an Account, Opportunity, or Case.

In this case, I've related these notes to an Opportunity. In Salesforce, this is how they appear:


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