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Fathom + Wealthbox CRM

Create notes in Wealthbox CRM for new ai summaries in Fathom

Efficiently manage and retrieve important information using this workflow. When a new AI summary is generated in Fathom, a corresponding note will be immediately created in your Wealthbox CRM. This streamlines data entry, saving time and ensuring all crucial info is accessible within your contacts management system. Perfect for those desiring a seamless transfer of knowledge from analytical insights to customer relationship management.

Efficiently manage and retrieve important information using this workflow. When a new AI summary is generated in Fathom, a corresponding note will be immediately created in your Wealthbox CRM. This streamlines data entry, saving time and ensuring all crucial info is accessible within your contacts management system. Perfect for those desiring a seamless transfer of knowledge from analytical insights to customer relationship management.

  1. When this happens...
    FathomFathom
    New AI Summary

    Triggers when there's a new AI summary from a meeting.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

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fathom logo

About Fathom

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

Related categories

wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.