Fathom + Zoho CRM
Fathom + Zoho CRM
Add new Fathom recordings as attachments in Zoho CRM
Streamline your workflow with this straightforward automation. Whenever a new recording is created in Fathom, it immediately adds an attachment to your Zoho CRM. This process not only saves you time but also ensures your customer relationship management platform stays updated with essential content from Fathom. Enhance your productivity and keep your data aligned effortlessly.
- When this happens...New RecordingTriggers when there's a new meeting recording.
- automatically do this!Add AttachmentAdd attachment to the selected Module entry
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More things you can do with Fathom and Zoho CRM
Discover other triggers and actions you can use with Fathom and Zoho 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 - New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling
