Create tasks in LeadConnector for every new transcript in Fathom
Streamline your workflow between Fathom and LeadConnector effortlessly. With this automation, whenever you get new transcripts in Fathom, a task will be swiftly added in LeadConnector. This process not only saves time by eliminating manual data transfer but also ensures efficient task management, leading to timely follow-ups on every new transcript.
Streamline your workflow between Fathom and LeadConnector effortlessly. With this automation, whenever you get new transcripts in Fathom, a task will be swiftly added in LeadConnector. This process not only saves time by eliminating manual data transfer but also ensures efficient task management, leading to timely follow-ups on every new transcript.
- When this happens...New Transcript
Triggers when there's a new transcript from a meeting.
- automatically do this!Add Task
Adds a task to the account.
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New Action Item
Triggers when there's a new action item from a meeting.
Try ItNew Download Video
Triggers when a meeting recording is available for download.
Try ItNew Recording
Triggers when there's a new meeting recording.
Try ItIn PipelineRequired
Moved to Stage
Try It
New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItNew Highlight
Triggers when there's a new highlight from a meeting.
Try ItNew Transcript
Triggers when there's a new transcript from a meeting.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth