Fathom + Salesforce
Create Salesforce records for new Fathom action items
Simplify your work process with this efficient workflow. When there's a new action item in Fathom, a corresponding record gets swiftly generated in Salesforce. This ensures that your business operates smoothly, saving you the time and effort of doing it manually. Enhance your productivity and keep your data organized without lifting a finger.
Simplify your work process with this efficient workflow. When there's a new action item in Fathom, a corresponding record gets swiftly generated in Salesforce. This ensures that your business operates smoothly, saving you the time and effort of doing it manually. Enhance your productivity and keep your data organized without lifting a finger.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
- Free forever for core features
- 14 day trial for premium features & apps
New Action Item
Triggers when there's a new action item from a meeting.
Try ItNew Download Video
Triggers when a meeting recording is available for download.
Try ItNew Recording
Triggers when there's a new meeting recording.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try It
