Fathom + Pipedrive
Create notes in Pipedrive for new action items in Fathom
This workflow streamlines your productivity by connecting Fathom and Pipedrive. Whenever there's a new action item in Fathom, a corresponding note is created in Pipedrive instantly. This ensures that all important details are logged and shared between the two platforms, providing a seamless integration that keeps your tasks and information aligned.
This workflow streamlines your productivity by connecting Fathom and Pipedrive. Whenever there's a new action item in Fathom, a corresponding note is created in Pipedrive instantly. This ensures that all important details are logged and shared between the two platforms, providing a seamless integration that keeps your tasks and information aligned.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this!Create Note
Creates a new note.
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