1.Detect new meeting transcripts
Integrate Fathom and transcription sources to capture transcript text and meeting details for processing.
Create searchable call transcript linked to CRM records
Automatically monitor new meeting transcripts across Fathom. Create CRM activities when transcripts land and speakers resolveβso you can extract speakers, match contacts, and log meeting touchpoints without manual activity logging.
How this automation creates CRM touchpoints your team can trust
When new meeting transcripts arrive, scattered notes slow down follow-up and weaken lifecycle visibility. This automation parses transcripts, resolves speakers to people, and creates contact-linked CRM activitiesβso your team can log touchpoints without manual work.
Fathomor swap with your favorite app
2.Extract deduplicated speaker names
Integrate Code by Zapier and transcript parsing tools to extract speakers and build a deduplicated name list.
Code by Zapieror swap with your favorite app
3.Loop over each speaker name
Integrate Looping by Zapier and data iteration to loop speaker names and process each one for matching.
Looping by Zapieror swap with your favorite app
4.Lookup contact by speaker name
Integrate Zapier Tables and lookup mapping to search the matching contact key for each resolved name.
Zapier Tablesor swap with your favorite app
5.Prefer matched display name
Integrate Formatter by Zapier and fallback formatting to select the matched display name or use the speaker name.
Formatter by Zapieror swap with your favorite app
6.Search and create activity
Integrate Copper and CRM activity records to search for a person and create the meeting activity with date and details.
Copperor 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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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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