Create new HubSpot engagements whenever new recordings occur in Fathom
Streamline your customer relationship management with this efficient workflow. As soon as a new recording takes place in Fathom, a corresponding engagement gets created in HubSpot. This workflow helps your team stay aware of client interactions and facilitates lead nurturing to strengthen relationships. It simplifies the tedious tasks, making customer management smooth, effortless, and effective.
- When this happens...New RecordingTriggers when there's a new meeting recording.
- automatically do this!Create EngagementCreates a new Engagement for a contact, in HubSpot.
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More things you can do with Fathom and HubSpot
Discover other triggers and actions you can use with Fathom and HubSpot
- 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 - Note
- Additional properties to retrieve
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 - Note
- Additional properties to retrieve
Try ItTriggerPolling
Related Zap Templates
- Create or update HubSpot contacts whenever new recordings occur in Fathom
- Create new HubSpot engagements when new ai summaries are generated in Fathom
- Create new HubSpot engagements from new Fathom transcripts
- Create new HubSpot tickets from new action items in Fathom
- Create or update HubSpot contacts from new ai summaries in Fathom






