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Fathom + Pipedrive

Fathom + Pipedrive

Fathom + Pipedrive integrations

Attach files in Pipedrive when new ai summaries are generated in Fathom

Stay on top of your sales process with this time-saving workflow. Whenever a new AI summary is created in Fathom, an attachment is instantly added in Pipedrive. This way, all your crucial insights from Fathom are readily available in Pipedrive, improving your accessibility and helping you make more informed decisions in a quick manner. It's a simple step towards a streamlined, efficient business.

  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!
    Attach File
    Attach File
    Attach FileUploads a file and attaches it to a deal, person, organization, activity, product or 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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