Fathom + LeadConnector
Create tasks in LeadConnector for every new action item in Fathom
Stay on top of your tasks with this streamlined workflow. When you note a new action item in Fathom, it instantly creates a corresponding task in LeadConnector. This ensures no task gets overlooked, and your project progresses seamlessly. Use this workflow for enhanced task management and productivity.
Stay on top of your tasks with this streamlined workflow. When you note a new action item in Fathom, it instantly creates a corresponding task in LeadConnector. This ensures no task gets overlooked, and your project progresses seamlessly. Use this workflow for enhanced task management and productivity.
- When this happens...New Action Item
Triggers when there's a new action item 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
