1.Captures new meeting recording
Integrate Fathom to watch for new meeting recordings and trigger downstream updates to attach meeting context.
Attach meeting recordings to client CRM records automatically
Automatically capture new meeting recordings across Fathom and CRM tools. Attach recordings to the right client record and update call notes when meetings finish, recordings are hosted, or share URLs appearβso you can protect call context, keep CRM fields current, and avoid manual follow-up.
How this automation protects call context
When new meeting recordings appear, delayed attachments can leave CRM records without call context. This automation captures recording data, filters external invitees, finds matching contacts, and updates CRM fields and notesβso your team can respond with confidence.
Fathomor swap with your favorite app
2.Continues only for external invitees
Integrate Filter by Zapier and email matching tools to continue only when an external invitee email is present and usable.
Filter by Zapieror swap with your favorite app
3.Finds matching CRM record
Integrate Airtable and contact lookup tools to find the first matching contact record by invitee email.
Airtableor swap with your favorite app
4.Routes by meeting title keywords
Integrate Paths by Zapier and keyword routing tools to branch by meeting title keywords and select recording fields.
Paths by Zapieror swap with your favorite app
5.Updates contact with recording link
Integrate Airtable and CRM field mapping tools to write the share URL, update last meeting note fields, and clear alternates.
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