Fathom + LeadConnector
Add tasks in LeadConnector for every new ai summary in Fathom
Streamline your workflow by automatically creating new tasks in LeadConnector when an AI Summary is produced in the Fathom app. This efficient process ensures you stay on top of your responsibilities without having to manually check or input information, saving time and boosting productivity. Make the most of both your Fathom and LeadConnector tools with this seamless integration.
Streamline your workflow by automatically creating new tasks in LeadConnector when an AI Summary is produced in the Fathom app. This efficient process ensures you stay on top of your responsibilities without having to manually check or input information, saving time and boosting productivity. Make the most of both your Fathom and LeadConnector tools with this seamless integration.
- When this happens...New AI Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Add Task
Adds a task to the account.
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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 ItIn PipelineRequired
Moved to Stage
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 ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
