Automate notes to Salesforce
released
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Annemieke Rice
I'd like to be able to automate my notes in Fellow being sent to Salesforce. I would like to send an entire note, and have this done automatically via an automation I could configure to my preferences.
Log In
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Shannon Lochead (Senior Product Manager @ Fellow)
released
S
Shannon Lochead (Senior Product Manager @ Fellow)
Merged in a post:
Automatically associate a note to the contacts in Salesforce
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Lisa Feigl
I was told by the team the last step would be for the note to associate automatically to the contacts on the Fellow note, but we currently have the option to add a related contact or account so it's something for now.
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Shannon Lochead (Senior Product Manager @ Fellow)
Merged in a post:
Auto log meeting recordings and notes to Salesforce
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Gus
Would like to auto log the meeting recordings and notes to salesforce.
the logging it for records, not necessarily we will be checking on that all the time..
It's to read and know what our employees talk about, and to have a track record.
It would be too labor intensive to log everything manually.