Fathom + Zoho CRM
Create Zoho CRM modules from new Fathom ai summaries
When a new AI Summary is ready in the Fathom app, let this workflow streamline your tasks and enhance your efficiency by creating a Module Entry inside your Zoho CRM app instantly. Now, there's no need to switch between applications and duplicate efforts manually. This process takes care of everything in real-time, saving you time and maintaining a consistent and updated database in your Zoho CRM.
When a new AI Summary is ready in the Fathom app, let this workflow streamline your tasks and enhance your efficiency by creating a Module Entry inside your Zoho CRM app instantly. Now, there's no need to switch between applications and duplicate efforts manually. This process takes care of everything in real-time, saving you time and maintaining a consistent and updated database in your Zoho CRM.
- When this happens...New AI Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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 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.
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New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItNew Highlight
Triggers when there's a new highlight from a meeting.
Try ItNew Transcript
Triggers when there's a new transcript from a meeting.
Try ItNew 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.
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