1.Watch new meeting transcript
Integrate Fathom and call transcription tools to detect new meeting transcript content and start qualification extraction.
Enrich CRM leads with call-based tags and snippets
Automatically extract qualification signals and outreach snippets across Fathom and OpenAI. Enrich your CRM lead records across Close when new meeting transcripts arriveβso you can prioritize follow-ups, personalize outreach notes, and tag qualified leads without manual reporting.
How this automation prioritizes your CRM leads
When new meeting transcripts appear, delays can cause missed outreach timing and lower response rates. This automation extracts qualification signals and updates lead records in Closeβso your team can follow up with the right messaging faster.
Fathomor swap with your favorite app
2.Extract qualification and snippets
Integrate ChatGPT (OpenAI) and enrichment logic to extract structured qualification and outreach snippets from the transcript.
ChatGPT (OpenAI)or swap with your favorite app
3.Find lead by invitee email
Integrate Close and CRM lookup workflows to match the meeting invitee email and retrieve the lead record.
Closeor swap with your favorite app
4.Update lead tags and follow-up
Integrate Close and CRM fields to update tags, save outreach notes, and set a follow-up priority flag.
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