Fellow + Salesforce
Add new Fellow notes as attachments to Salesforce accounts
This integration automatically attaches a Fellow note to a Salesforce object whenever a note is pushed to Zapier from Fellow. Keep your records up to date without slowing down for tedious duplicate data entry chores.
This integration automatically attaches a Fellow note to a Salesforce object whenever a note is pushed to Zapier from Fellow. Keep your records up to date without slowing down for tedious duplicate data entry chores.
- When this happens...Note Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Create Attachment
Creates a new attachment (max 25MB).
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Action Item Completed
Triggers when an action item is completed.
Try ItAction Item Assigned to Me
Triggers when an action item is assigned to you.
Try ItNote Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Try ItStream IDRequired
Talking Point TextRequired
Talking Point Status
