Fathom + Less Annoying CRM

Fathom + Less Annoying CRM integrations

Create contact notes in Less Annoying CRM for new ai summaries in Fathom

When a new AI Summary is generated within Fathom, the automation will immediately establish a Contact Note within Less Annoying CRM. This workflow ensures that all the vital information is captured and recorded, enhancing your CRM's efficiency and allowing you to stay on top of customer relationships by providing critical insights for every interaction. No more manual data-entry or missed information - streamline your process today with this smooth integration.

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

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More things you can do with Fathom and Less Annoying CRM

Discover other triggers and actions you can use with Fathom and Less Annoying CRM

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
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New Recording
Triggers when there's a new meeting recording.
Trigger
Instant
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- Hook should trigger for actions taken by:
  Required
Trigger
Instant
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- Form
  Required
- Hook should trigger for actions taken by:
  Required
Trigger
Instant
Try It

- Hook should trigger for actions taken by:
  Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:
  Required
Trigger
Instant
Try It

- Contact
  Required
- Note
Action
Write
- Contact to edit
  Required
- User to assign contact to
Action
Write
- Contact
  Required
- Group
  Required
Action
Write
- Name
  Required
- Due Date
  Required
- Description
- User to assign task to (default: this user)
- Calendar to create task on (default: primary calendar)
- Contact to attach task to
Action
Write
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Phone Search (searches both)
- Get contact by unique LACRM Id
Action
Search
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Phone Search (searches both)
- Get contact by unique LACRM Id
- Record Type
  Required
- User to assign contact to
  Required
Action
Search or write

New AI Summary
Triggers when there's a new AI summary from a meeting.
Trigger
Instant
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New Highlight
Triggers when there's a new highlight from a meeting.
Trigger
Instant
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New Transcript
Triggers when there's a new transcript from a meeting.
Trigger
Instant
Try It
- Hook should trigger for actions taken by:
  Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:
  Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:
  Required
Trigger
Instant
Try It
- Record Type
  Required
- User to assign contact to
  Required
Action
Write
- Contact
  Required
- Group
  Required
Action
Write
- Pipeline Item to update
  Required
- Status
- Note
Action
Write
- Contact to attach item to
  Required
- Pipeline
  Required
- Status
  Required
- Note
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact that item is attached to
  Required
- Pipeline that item belongs to
  Required
- Status that item is set to
Action
Search
- Contact to attach item to
  Required
- Pipeline
  Required
- Status
  Required
- Note
Action
Search or write

About Fathom

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

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Related categories

AI Meeting Assistants

About Less Annoying CRM

Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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