Fathom + LeadConnector
Manage new Fathom ai summaries by updating opportunities in LeadConnector
Stay on top of your sales opportunities with this efficient workflow that activates when a new AI summary is created in Fathom. It then updates or adds an opportunity in LeadConnector, ensuring your sales data remains organized and accessible. This is a seamless solution for maintaining your sales pipeline without extra manual work, making it an indispensable tool for effective sales management.
Stay on top of your sales opportunities with this efficient workflow that activates when a new AI summary is created in Fathom. It then updates or adds an opportunity in LeadConnector, ensuring your sales data remains organized and accessible. This is a seamless solution for maintaining your sales pipeline without extra manual work, making it an indispensable tool for effective sales management.
- When this happens...New AI Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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
