Connect Fellow and Pipedrive
Integrate Fellow with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Mark Action Item Complete in Fellow when New Deal in Pipedrive
Archive Action Item in Fellow when New Deal in Pipedrive
Retrieve Recording from Fellow when New Deal in Pipedrive
Mark Action Item Complete in Fellow when Updated Deal in Pipedrive
Archive Action Item in Fellow when Updated Deal in Pipedrive
Popular Fellow + Pipedrive flows
Start from a real workflow other teams are already running.
Mark Action Item Complete in Fellow when New Deal in Pipedrive
Use this flowArchive Action Item in Fellow when New Deal in Pipedrive
Use this flowRetrieve Recording from Fellow when New Deal in Pipedrive
Use this flowMark Action Item Complete in Fellow when Updated Deal in Pipedrive
Use this flowArchive Action Item in Fellow when Updated Deal in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between Fellow and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
New Note Created
Runs when a new note is created in Pipedrive.
New Activity Created
Runs when a new activity is created in Pipedrive.
New Lead Created
Runs when a new lead is created in Pipedrive.
New Organization Created
Runs when a new organization is created.
Do thisActions
Action is the task that follows automatically within your Fellow integrations.
List Action Items
Show meeting action items
Mark Action Item Complete
Mark or unmark an action item
Archive Action Item
Archive an action item
List Meeting Recordings
Find meeting recordings
Retrieve Recording
Get a meeting recording
List Meeting Notes
Get meeting notes and actions
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn by building automations
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Fellow and Pipedrive workflows.
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About Fellow
Tool for teams to create meeting agendas, capture notes, and assign action items.
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About Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fellow and Pipedrive accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Fellow and Pipedrive as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipedrive. No coding required.
Yes. You can set up a workflow where Fellow triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Fellow. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Fellow and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fellow and Pipedrive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
