Bullhorn CRM + Fathom
Bullhorn CRM + Fathom
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.
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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.
Try ItTriggerInstant - New Download Video
Triggers when a meeting recording is available for download.
Try ItTriggerInstant - New Recording
Triggers when there's a new meeting recording.
Try ItTriggerInstant
- New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItTriggerInstant - New Highlight
Triggers when there's a new highlight from a meeting.
Try ItTriggerInstant - New Transcript
Triggers when there's a new transcript from a meeting.
Try ItTriggerInstant
