Bullhorn CRM + Fathom

Bullhorn CRM + Fathom integrations

Create notes in Bullhorn CRM for new ai summaries from Fathom

When a new AI summary is generated in Fathom, this workflow creates a corresponding note in Bullhorn CRM. This automation is perfect for keeping your customer relationship management streamlined and efficient. No longer will there be a need to manually input information from Fathom into Bullhorn CRM, saving time and minimizing the risk of errors. Utilize this workflow for a smoother, more organized management of your customer interactions.

When this happens...
New AI SummaryTriggers when there's a new AI summary from a meeting.
TriggerInstant
automatically do this!
Create NoteCreates a new Note.
ActionWrite

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More things you can do with Fathom and Bullhorn CRM

Discover other triggers and actions you can use with Fathom and Bullhorn CRM

New Action Item
Triggers when there's a new action item from a meeting.
Trigger
Instant
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New Download Video
Triggers when a meeting recording is available for download.
Trigger
Instant
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New Recording
Triggers when there's a new meeting recording.
Trigger
Instant
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- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
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- Email
  Required
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Mobile Phone
- Status
- Address: Address 1
- Address: Address 2
- Address: City
- Address: State
- Address: Postal Code
- First Name
- Last Name
- Full Name
- Client Corporation
Action
Write
- Title
  Required
- Description
  Required
- Contact Email
- Contact Name
- Corporation
- Correlated Custom Date 1
- Correlated Custom Date 2
- Correlated Custom Date 3
- Correlated Custom Float 1
- Correlated Custom Float 2
- Correlated Custom Float 3
- Correlated Custom Int 1
- Correlated Custom Int 2
- Correlated Custom Int 3
- Correlated Custom Text 1
- Correlated Custom Text 2
- Correlated Custom Text 3
- Correlated Custom Text 4
- Correlated Custom Text 5
- Correlated Custom Text 6
- Correlated Custom Text 7
- Correlated Custom Text 8
- Correlated Custom Text 9
- Correlated Custom Text 10
- Correlated Custom Text Block 1
- Correlated Custom Text Block 2
- Correlated Custom Text Block 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
Action
Write
- First Name
- Last Name
- Full Name
- Status
- Company Name
- Company URL
- Phone
- Cell Phone
- Description
- Email
- Id
Action
Write
- Title
  Required
- Corporation
- Contact Email
- Contact Name
- Actual Close Date
- Assigned Date
- Benefits
- Bonus Package
- Branch Code
- Campaign Source
- Committed
- Correlated Custom Float 1
- Correlated Custom Float 2
- Correlated Custom Float 3
- Correlated Custom Int 1
- Correlated Custom Int 2
- Correlated Custom Int 3
- Correlated Custom Text 1
- Correlated Custom Text 10
- Correlated Custom Text 2
- Correlated Custom Text 3
- Correlated Custom Text 4
- Correlated Custom Text 5
- Correlated Custom Text 6
- Correlated Custom Text 7
- Correlated Custom Text 8
- Correlated Custom Text 9
- Correlated Custom Text Block 1
- Correlated Custom Text Block 2
- Correlated Custom Text Block 3
- Cost Center
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 2
- Custom Text 20
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Deal Value
- Degree List
- Description
- Education Degree
- Effective Date
- Estimated Duration
- Estimated End Date
- Estimated Hours Per Week
- Estimated Start Date
- Expected Bill Rate
- Expected Close Date
- Expected Fee
- Expected Pay Rate
- Egnore Until Date
- Is Deleted
- Is Open
- Mark Up Percentage
- Num Openings
- On Site
- Options Package
- Priority
- Public Description
- Published Zip
- Reason Closed
- Salary
- Salary Unit
- Skill List
- Source
- Status
- Type
- Weighted Deal Value
- Will Relocate
- Win Probability Percent
- Years Required
- Id
- Email Blueprint Company Name
- Owner Name
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New AI Summary
Triggers when there's a new AI summary from a meeting.
Trigger
Instant
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New Highlight
Triggers when there's a new highlight from a meeting.
Trigger
Instant
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New Transcript
Triggers when there's a new transcript from a meeting.
Trigger
Instant
Try It
- Fields to Lookup
  Required
Trigger
Polling
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- Tearsheet Name
  Required
- Person Type
  Required
- Fields to Lookup
  Required
Trigger
Polling
Try It
- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
Try It
- Fields to Lookup
  Required
Trigger
Polling
Try It
- Federal Filing Status
- First Name
- Last Name
- Email
- Username
- Is Day Light Savings
- Salary
- Middle Name
- Company Name
- Travel Limit
- Day Rate
- Date Available
- Date of Birth
- Day Rate Low
- Fax 3
- Fax 2
- Name Prefix
- Custom Text 12
- Custom Text 11
- Custom Text 10
- Pager
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Float 3
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Custom Text 20
- Ethnicity
- Custom Text Block 1
- Comments
- Custom Float 2
- Custom Text Block 2
- Custom Float 1
- Name Suffix
- Phone
- Custom Date 1
- Custom Int 1
- Custom Date 2
- Custom Date 3
- Custom Int 3
- Custom Int 2
- Social Security Number (SSN)
- Phone 2
- Phone 3
- LocalAddtionalWitholdingsAmount
- Description
- Gender
- Employee Type
- Occupation
- Hourly Rate
- Fax
- Status
- Tax State
- Company URL
- Owner Name
- StateAddtionalWitholdingsAmount
- Date Available End
- Work Phone
- Hourly Rate Low
- Custom Text 7
- Custom Text 6
- Custom Text 9
- Custom Text 8
- Custom Text 3
- Custom Text 2
- Preferred Contact
- Custom Text 5
- Custom Text 4
- Custom Text 1
- Email 2
- Email 3
- Address: Address 1
- Address: Address 2
- Address: City
- Address: State
- Address: Postal Code
- Full Name
Action
Write
- Email
  Required
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Mobile Phone
- Status
- Address: Address 1
- Address: Address 2
- Address: City
- Address: State
- Address: Postal Code
- Id
- First Name
- Last Name
- Full Name
- Client Corporation
Action
Write
- First Name
- Last Name
- Full Name
- Status
- Company Name
- Company URL
- Phone
- Cell Phone
- Description
- Email
Action
Write
- Action
  Required
- Comments
  Required
- Personal Reference Email
  Required
- Owner Name
- Date Added
- Minutes Spent
- Personal Reference Type
Action
Write
- Subject
  Required
- Description
- Date Begin
- Date End
- Date Completed
- Type
Action
Write
- First Name
- Last Name
- Email
- Candidate ID
- Fields to Lookup
  Required
Action
Search

About Bullhorn CRM

Bullhorn provides cloud-based CRM solutions for companies in service-based industries. Its data capture and customer insight technology puts the most up-to-date and powerful information at users' fingertips to give them everything they need to win customers and keep them happy.

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CRM (Customer Relationship Management)

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About Fathom

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

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Related categories

AI Meeting Assistants

Related Zap Templates

Update Bullhorn CRM clientcontacts with new ai summaries from Fathom

Related Zap Templates

Update Bullhorn CRM clientcontacts with new ai summaries from Fathom