Fathom + Freshsales Suite

Fathom + Freshsales Suite integrations

Add notes to Freshsales Suite contacts when new ai summaries are created in Fathom

When a new AI Summary is produced in Fathom, keep your sales team informed by instantly appending the summary as a note in Freshsales Suite. Utilize this workflow and ensure improved communication, always keeping your team up-to-date with the latest summaries. No manual effort required - just a seamless connection between Fathom and Freshsales Suite.

When this happens...
New AI SummaryTriggers when there's a new AI summary from a meeting.
TriggerInstant
automatically do this!
Add Note to ContactAdds a note to a contact.
ActionWrite

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More things you can do with Fathom and Freshsales Suite

Discover other triggers and actions you can use with Fathom and Freshsales Suite

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
Try It
New Recording
Triggers when there's a new meeting recording.
Trigger
Instant
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It

- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

New AI Summary
Triggers when there's a new AI summary from a meeting.
Trigger
Instant
Try It
New Highlight
Triggers when there's a new highlight from a meeting.
Trigger
Instant
Try It
New Transcript
Triggers when there's a new transcript from a meeting.
Trigger
Instant
Try It
- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write

About Fathom

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

Learn moreLearn moreHelpHelp

Related categories

AI Meeting Assistants

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Update Freshsales Suite contacts when new transcripts are created in Fathom

Related Zap Templates

Update Freshsales Suite contacts when new transcripts are created in Fathom