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.

When this happens...
New Action Item
Triggers when there's a new action item from a meeting.
TriggerInstant
automatically do this!
Create Note
Creates a new note.
ActionWrite

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Supported triggers and actions

New Action Item
Triggers when there's a new action item from a meeting.
Trigger
Instant
Try It
New Download Video
Triggers when a meeting recording is available for download.
Trigger
Instant
Try It
New Recording
Triggers when there's a new meeting recording.
Trigger
Instant
Try It
- Activity filterRequired
Trigger
Polling
Try It
- FilterRequired
- Deal status
Trigger
Polling
Try It

New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It

New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- PersonRequired
- LabelRequired
Action
Write
- Product IdRequired
- Product Variation IdRequired
Action
Write
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- FollowerRequired
- Choose where to add the followerRequired
Action
Write
- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project
- Pin note to organization
- Lead
- Pin note to lead
- Pin note to project
Action
Write
- Name
- Emails
- Phones
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy Null
- DealRequired
- Title
- Status
- Stage
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- OrganizationRequired
- Name
Action
Write
- Copy Null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
- Activity Type
- Created After
- Due Date After
- Due Date Before
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Subject
- Search Type
- Owner
- Activity Filter
- Mark as done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization
- Deal
- Lead
- Project
- Type
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Search or write
- Search type
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Search or write
- Search type
- Name
- Emails
- Phones
Action
Search or write

New AI Summary
Triggers when there's a new AI summary from a meeting.
Trigger
Instant
Try It
New Highlight
Triggers when there's a new highlight from a meeting.
Trigger
Instant
Try It
New Transcript
Triggers when there's a new transcript from a meeting.
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- NoteRequired
Trigger
Polling
Try It
- FilterRequired
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- FilterRequired
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Org Fields
Trigger
Instant
Try It
- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
Action
Write
- DealRequired
- Add Multiple Products?
Action
Write
- Subject
- Owner
- Organization
- Deal
- Lead
- Project
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Write
- FileRequired
- File Name
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Write
- NameRequired
Action
Write
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- ActivityRequired
- Subject
- Owner
- Organization
- Deal
- Lead
- Project
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- Copy Null
- PersonRequired
- Name
- Emails
- Phones
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- PersonRequired
Action
Search
- Search type
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
- Search By
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Search type
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- NameRequired
Action
Search or write

About Fathom

Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.

Learn more

Related categories

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

Fathom + Pipedrive

Create notes in Pipedrive for new action items in Fathom

New Action Item

New Download Video

New Recording

Activity Matching Filter

Deal Matching Filter

New Lead

New Note

New Organization

Deleted Person

New Project

Updated Deal

Updated Person

Add Label to Person

Add Product Variation

Create Deal

Add Follower

Create Note

Create Person

Create Project

Add/Remove Deal Labels

Update Deal

Update Organization

Update Product

Update Task

Find Activities

Find Deal

Find Lead

Retrieve Note

Find Organization

Find Products

Find Task

Find or Create Activity

Find or Create Lead

Find or Create Person

New AI Summary

New Highlight

New Transcript

New Activity

New Deal

New Comments in Notes

Organization Matching Filter

New Person

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Discount to Deal

Add Product to Deal

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Activity

Update Lead

Update Person

Update Project

API Request (Beta)

Find Deals Associated With a Person

Find Deals

Find Leads

Find Notes

Find Person

Find Project(s)

Find User

Find or Create Deal

Find or Create Organization

About Fathom

Related categories

About Pipedrive

Related categories

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