Update persons in Pipedrive when new highlights are created in Fathom
Enable this workflow, so each time a new highlight is created in Fathom, the corresponding person's record in Pipedrive gets updated. This automation ensures your contacts on Pipedrive mirror up-to-the-minute achievements logged in Fathom, making interactions timely and relevant. Simplify your task by letting this automation manage your data across both platforms.
- When this happens...New HighlightTriggers when there's a new highlight from a meeting.
- automatically do this!Update PersonUpdates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Fathom and Pipedrive
Discover other triggers and actions you can use with Fathom and Pipedrive
- 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 - Activity filterRequired
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 - New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
Related Zap Templates
- Create new Pipedrive notes from new ai summaries in Fathom
- Update activities in Pipedrive when new ai summaries occur in Fathom
- Create activities in Pipedrive from new ai summaries in Fathom
- Create new activities in Pipedrive whenever new action items are encountered in Fathom
- Attach files in Pipedrive when new ai summaries are generated in Fathom
- Create notes in Pipedrive for new action items in Fathom
- Update deals in Pipedrive when new ai summaries are generated in Fathom
- Create new activities in Pipedrive when new recordings are added in Fathom
- Turn new ai summaries in Fathom into deals in Pipedrive
- Update Pipedrive deals when new action items are created in Fathom






