1.Monitors new AI meeting summary
Integrate Fathom and session note processing to capture the meeting title, scheduled time, recording URL, and AI summary.
Add meeting leads to CRM from session notes
Automatically capture new AI meeting summaries across Fathom and enrich CRM leads in your pipeline. Create and update contacts when AI meeting summaries are available or meeting details appear or recording summaries completeβso you can add names, attach meeting notes, and mark leads for follow-up without manual copy/paste.
How this automation enriches your CRM leads
When new AI meeting summaries appear, delays can cost follow-up quality because notes stay scattered. This automation captures meeting details, enriches identities, and updates contacts with meeting notesβso your team can confirm bookings faster.
Fathomor swap with your favorite app
2.Splits meeting title into tokens
Integrate Formatter by Zapier and text parsing tools to split the meeting title into name tokens for first and last name.
Formatter by Zapieror swap with your favorite app
3.Finds meeting record by name
Integrate Zapier Tables and data lookups to find the first matching meeting record and retrieve an associated email.
Zapier Tablesor swap with your favorite app
4.Adds or updates CRM lead
Integrate LeadConnector and contact enrichment to map email and notes, update first and last name, and mark the record as a lead.
LeadConnectoror swap with your favorite app
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Strengthen CRM records with automated lead enrichment, field updates, and contact routing
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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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