EnquiryBox + Fathom
EnquiryBox + Fathom
Create or update leads in EnquiryBox for each new ai summary in Fathom
Automate your lead generation process efficiently with this workflow. Whenever a new AI summary is generated in Fathom, this integration initiates lead creation or updating in EnquiryBox. Consequently, it eliminates manual data entry, enhances focus on customer interaction and ensures no lead slips through the cracks. This process not only lets you maximize your efficiency but also bolsters overall productivity.
- When this happens...New AI SummaryTriggers when there's a new AI summary from a meeting.
- automatically do this!Create or Update LeadCreates a new lead or update an existing one based on phone number or email address. Optionally moves the lead to a new stage.
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More things you can do with Fathom and EnquiryBox
Discover other triggers and actions you can use with Fathom and EnquiryBox
- 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 - Choose the Box where the new enquiry will comeRequired
- Choose the stageRequired
Try ItTriggerPolling
- 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 - Zap NameRequired
- Box Name(Leave unselected for automatic routing)
- Box Stage
- Full NameRequired
- First_Name
- Last Name
- Phone NumberRequired
- EmailRequired
- message
- File
- Images
- Note
- Label
- Entry point URL
ActionWrite
