Fellow + Freshsales Suite

Fellow + Freshsales Suite integrations

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.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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More things you can do with Freshsales Suite and Fellow

Discover other triggers and actions you can use with Freshsales Suite and Fellow

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
AI Note Shared to Channel
Triggers when an AI Note is shared to a channel, either manually or automatically
Trigger
Instant
Try It
New AI Note
Triggers every time an AI Note is generated or re-generated, including uploads
Trigger
Instant
Try It
- Search Field
  Required
- Search Value
  Required
Action
Write
- Note ID
  Required
Action
Write

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
Action Item Completed
Triggers when an action item is completed.
Trigger
Instant
Try It
Action Item Assigned to Me
Triggers when an action item is assigned to you.
Trigger
Instant
Try It
Note Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Trigger
Instant
Try It
- Stream ID
  Required
- Talking Point Text
  Required
- Talking Point Status
Action
Write

About Fellow

Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade security.

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Related categories

AI Meeting Assistants

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier