Close + Fathom

Create notes in Close for new ai summaries in Fathom

Stay on top of your summaries in Fathom with this seamless workflow. This integration sets up a streamlined process where every new AI summary in Fathom instantly creates a new note in Close. It's perfect for those who need to document and revisit their AI summaries, minimizing the chance of forgetting essential insights. Simplify and enhance your record-keeping process with this efficient automation.

Stay on top of your summaries in Fathom with this seamless workflow. This integration sets up a streamlined process where every new AI summary in Fathom instantly creates a new note in Close. It's perfect for those who need to document and revisit their AI summaries, minimizing the chance of forgetting essential insights. Simplify and enhance your record-keeping process with this efficient automation.

  1. When this happens...
    FathomFathom
    New AI Summary

    Triggers when there's a new AI summary from a meeting.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

  • Fathom triggers, actions, and search

    New AI Summary

    Triggers when there's a new AI summary from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search

    New Highlight

    Triggers when there's a new highlight from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search

    New Transcript

    Triggers when there's a new transcript from a meeting.

    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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fathom logo
fathom logo

About Fathom

Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.
Learn more

Related categories

  • AI Tools
  • Transcription