Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Fathom with Salesforce - no code necessary. See how you can get setup in minutes.
100%
Help
Fathom
Fathom
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Fathom
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Action Item" from Fathom.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Fathom and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Action Item
Triggers when there's a new action item from a meeting.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Fathom and Salesforce with AI agents and code
Beyond Zap workflows. Call Fathom and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Fathom and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Fathom and Salesforce
Sync meeting highlights to Salesforce.
When Fathom detects a new meeting highlight, Zapier automatically logs it in Salesforce. This gives business owners a streamlined way to track key discussion points without losing valuable insights.
When Fathom generates a new meeting transcript, Zapier uploads it to Salesforce. This integration ensures project managers have a complete record of discussions and can refer back as needed for updates.
When Fathom generates a new action item from a meeting, Zapier adds it as a task in Salesforce. This ensures important tasks are centralized for efficient tracking and follow-ups.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Fathom to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Fathom + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fathom and Salesforce
How do I set up Fathom and Salesforce integration?
First, connect your Fathom account to our platform. Then, add a connection to Salesforce by entering your Salesforce credentials. Once connected, you can create workflows where Fathom can trigger actions in Salesforce, such as creating or updating records when specific data points are captured.
What types of triggers are available with Fathom for the integration?
We offer various triggers with Fathom, such as when a new report is generated, when a specific metric is met, or when an event occurs in your Fathom account. These triggers can prompt actions in your Salesforce system as part of the workflow setup.
Can I update existing contacts in Salesforce using Fathom?
Yes, you can update existing contacts. Set up a trigger event in Fathom that matches your needs - like when a particular threshold is hit in reports - and configure the action to update the corresponding contact details in Salesforce automatically.
How frequently does data synchronize between Fathom and Salesforce?
The synchronization frequency depends on how you configure the workflow. You can set it for real-time updates or periodic intervals based on your requirement for data accuracy and timeliness.
Are there limitations to the amount of data I can send from Fathom to Salesforce?
There are no inherent limitations on our end; however, be mindful of Salesforce's data storage limits. Ensure that the volume of data transferred aligns with your storage plan on Salesforce.
What happens if there is an error during data transfer between Fathom and Salesforce?
If an error occurs during data transfer, we notify you immediately through email or dashboard alerts. The failed tasks can be reviewed and retried manually once the issue is resolved.
Is it possible to automate reporting from Fathom into Salesforce dashboards?
Yes, by setting up automated workflows, reports generated in Fathom can be pushed into specific dashboards within Salesforce without manual intervention once a report meets predefined criteria.
About Fathom
Fathom is an AI meeting partner that captures what matters, connects conversations to action, and helps teams move work forward.
