1.Creates meeting summary event
Integrate Fathom to watch for new meeting summaries and start the activity logging workflow.
Add meeting notes and date to CRM deal
Automatically monitor new meeting summaries across Fathom and your CRM stack. Create and update deal notes and interaction dates when AI meeting summaries are generated, so you can log activity coverage, enrich deal context, and notify ops without manual triage.
How this automation updates your deal activity fast
When new meeting summary is generated, delayed logging can leave deal context incomplete and ops stuck on manual follow up. This automation extracts contact email, looks up the person and deal, and updates the deal and noteβso your team can keep CRM activity accurate.
Fathomor swap with your favorite app
2.Extracts cleaned invitee email
Integrate AI by Zapier to extract the primary invitee email and filter internal addresses for matching.
AI by Zapieror swap with your favorite app
3.Finds person by email
Integrate Pipedrive to search for a person by the cleaned email and return the matching person id.
Pipedriveor swap with your favorite app
4.Finds related deal
Integrate Pipedrive to search the first associated deal for the person id and return the deal id.
5.Updates deal and attaches note
Integrate Pipedrive to update the deal interaction date and attach a note with the AI summary and link.
6.Sends failure notification
Integrate Gmail to email ops when no person or deal is found with invitee emails, AI summary, and recording link.
Gmailor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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