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.
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 Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Create or Update Lead
Creates 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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New Action Item
Triggers when there's a new action item from a meeting.
Try ItNew Download Video
Triggers when a meeting recording is available for download.
Try ItNew Recording
Triggers when there's a new meeting recording.
Try ItChoose the Box where the new enquiry will comeRequired
Choose the stageRequired
Try It
New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItNew Highlight
Triggers when there's a new highlight from a meeting.
Try ItNew Transcript
Triggers when there's a new transcript from a meeting.
Try ItZap 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