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Fathom + Pipedrive

Fathom + Pipedrive

Fathom + Pipedrive integrations

Create new Pipedrive notes from new ai summaries in Fathom

This workflow springs into action when a New AI Summary is generated in Fathom, immediately creating a matching Note in Pipedrive. Perfect for keeping your CRM system updated with the latest AI summaries, this setup streamlines your data processing by saving valuable business insights directly in Pipedrive. You no longer have to manually transfer this critical information, enabling you to gain time and reduce errors in your workflow.

  1. When this happens...
    New AI Summary
    New AI Summary
    New AI SummaryTriggers when there's a new AI summary from a meeting.
  2. automatically do this!
    Create Note
    Create Note
    Create NoteCreates a new note.
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More things you can do with Fathom and Pipedrive

Discover other triggers and actions you can use with Fathom and Pipedrive

  • Fathom triggers, actions, and search
    New Action Item

    Triggers when there's a new action item from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Download Video

    Triggers when a meeting recording is available for download.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Recording

    Triggers when there's a new meeting recording.

    Trigger
    Instant
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
  • Fathom triggers, actions, and search
    New AI Summary

    Triggers when there's a new AI summary from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Highlight

    Triggers when there's a new highlight from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search
    New Transcript

    Triggers when there's a new transcript from a meeting.

    Trigger
    Instant
    Try It
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About Fathom
Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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