Fathom + Redtail CRM
Fathom + Redtail CRM
Create activities in Redtail CRM from new ai summaries in Fathom
Keep your Redtail CRM updated with the latest insights from Fathom using this seamless workflow. As soon as a new AI Summary is provided by Fathom, it conveniently creates an activity within your Redtail CRM. This way, you can effortlessly track important details and maintain up-to-date client interactions in your CRM, reducing manual data entry in your workflow and enhancing efficiency.
- When this happens...New AI SummaryTriggers when there's a new AI summary from a meeting.
- automatically do this!Create ActivityCreates a new activity in your database.
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More things you can do with Fathom and Redtail CRM
Discover other triggers and actions you can use with Fathom and Redtail 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 - Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerInstant
- 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 - Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerInstant
