1.Monitors new transcript
Integrate Fathom to capture meeting transcript text and recording metadata to populate call assets.
Enrich company records with call transcripts and links
Automatically monitor new transcript from Fathom and capture meeting transcripts and recording links across Fathom and HubSpot. Create and update when transcript arrives, discovery call qualifies, or domain match succeedsβso you can enrich company records, archive call assets, and accelerate follow-up without manual data entry.
How this automation enriches company records with call assets
When new transcripts appear, discovery knowledge can stay trapped in meeting notes and delay sales follow-up. This automation captures transcript text and recording links, creates an Airtable archive, and updates matching HubSpot company recordsβso your team can act on call context fast.
Fathomor swap with your favorite app
2.Filters for qualifying calls
Integrate Zapier filters to continue only for qualifying discovery calls to keep enrichment focused.
Filter by Zapieror swap with your favorite app
3.Creates transcript record
Integrate Airtable to create a transcript archive by storing transcript text, dates, and recording links to preserve call history.
Airtableor swap with your favorite app
4.Updates matching company
Integrate HubSpot to find a company by domain and update the record with the discovery link and transcript note to improve CRM context.
HubSpotor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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