Connect telecrm and Fellow to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
List Action Items
Mark Action Item Complete
Archive Action Item
List Meeting Recordings
Retrieve Recording
List Meeting Notes
Get Meeting Note
Ready to use telecrm and Fellow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
List Action Items
Show meeting action items
Mark Action Item Complete
Mark or unmark an action item
Archive Action Item
Archive an action item
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Frequently Asked Questions
To start, connect both your telecrm and Fellow accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Fellow (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Fellow. This includes choosing which data fields go into which fields of Fellow, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Fellow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between telecrm and Fellow. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Fellow
Tool for teams to create meeting agendas, capture notes, and assign action items.
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