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Fellow + Freshsales Suite

Create action items in Fellow for new contacts in Freshsales Suite

Stay organized and build stronger relationships with your new Freshsales Suite contacts by automatically creating action items in Fellow. This workflow is initiated when a new contact is added in Freshsales Suite and instantly adds an action item in Fellow. No more manual data entry required, saving you time and ensuring a seamless transition between your sales and task management tools.

Stay organized and build stronger relationships with your new Freshsales Suite contacts by automatically creating action items in Fellow. This workflow is initiated when a new contact is added in Freshsales Suite and instantly adds an action item in Fellow. No more manual data entry required, saving you time and ensuring a seamless transition between your sales and task management tools.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    Contact Updated

    Triggers when a contact is updated and retrieves 1,000 records in a single polling.

    TriggerScheduled
  2. automatically do this!
    FellowFellow
    Add Action Item

    Creates an action item in a specified stream.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
fellow logo
fellow logo

About Fellow

Fellow helps managers and their teams have the best 1‑on‑1s, team meetings, and so much more...
Learn more

Related categories

  • Team Collaboration
freshsales-suite logo

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