Create new leads in Odoo CRM for every new action item in Fathom
When a new action item gets listed in Fathom, don't lose precious time manually copying it into your CRM. With this workflow, new Fathom actions immediately become leads in your Odoo CRM, helping you follow up promptly and efficiently. Enjoy smooth, immediate transitions from action to interaction without lifting a finger.
- When this happens...New Action ItemTriggers when there's a new action item from a meeting.
- automatically do this!Create LeadTriggers on a new lead.
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More things you can do with Fathom and Odoo CRM
Discover other triggers and actions you can use with Fathom and Odoo CRM
- 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 - New Lead
Triggers on a new lead.
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 - Create Lead
Creates a lead.
ActionWrite






