Fathom + LeadConnector
Create new LeadConnector opportunities from new Fathom transcripts
Strengthen your lead generation process with this seamless workflow. Whenever a new transcript is created in Fathom, this real-time automation will manage your sales pipeline effectively by swiftly adding or updating an opportunity in LeadConnector. Streamline your sales engagement and elevate your productivity by ensuring every lead is promptly tracked and managed.
Strengthen your lead generation process with this seamless workflow. Whenever a new transcript is created in Fathom, this real-time automation will manage your sales pipeline effectively by swiftly adding or updating an opportunity in LeadConnector. Streamline your sales engagement and elevate your productivity by ensuring every lead is promptly tracked and managed.
- When this happens...New Transcript
Triggers when there's a new transcript from a meeting.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
