Freshworks
Connect Fellow and Freshworks CRM to make it easy to follow-up on action items from customer calls, share insights in team meetings, and discuss your pipeline.
Overview
The Fellow + Freshworks integration joins meeting management with CRM insight, letting teams see customer context while they talk and pushing decisions straight back to the right record. Notes, agendas, and action items created in Fellow link to deals, contacts, or tickets in Freshworks, so every conversation is documented where revenue and support teams already work.
How it works
Fellow pulls recent activity, deal stage, and contact details into a sidebar for quick reference. When the call ends, the finalized note, including tasks, next steps, and owner assignments, posts back to Freshworks as an activity on the associated record. Subsequent edits stay in sync automatically, keeping both systems aligned without manual copy-and-paste.
Benefits
Sales reps and customer-success managers arrive prepared because the latest CRM data is at their fingertips, and they leave no loose ends because outcomes are logged instantly against the account. This tight loop eliminates double entry, keeps pipeline and support dashboards current, and frees teams to focus on the conversation rather than juggling tools.
