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Set up your first integration
Quickly connect Fathom to Attio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Fathom with Attio - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Action Item" from Fathom.
Add your action
An action happens after the trigger—such as "Create or Update List Entry by Parent Record" in Attio.
You’re connected!
Zapier seamlessly connects Fathom and Attio, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Action Item
Triggers when there's a new action item from a meeting.
Try ItTriggerInstant - New Download Video
Triggers when a meeting recording is available for download.
Try ItTriggerInstant - New Recording
Triggers when there's a new meeting recording.
Try ItTriggerInstant - ListRequired
Try ItTriggerInstant
- New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItTriggerInstant - New Highlight
Triggers when there's a new highlight from a meeting.
Try ItTriggerInstant - New Transcript
Triggers when there's a new transcript from a meeting.
Try ItTriggerInstant - ListRequired
Try ItTriggerInstant
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Practical ways you can use Fathom and Attio
Update CRMs with meeting insights
When Fathom generates a new highlight from a meeting, Zapier automatically creates or updates a record in Attio. It ensures critical meeting takeaways are captured promptly in your CRM, improving accuracy and team alignment.
Business Owner
Log engineering meeting summaries in CRM
When Fathom generates a new AI summary from an engineering meeting, Zapier automatically creates a note in Attio associated with the relevant record. This ensures key discussions are documented for easy reference, reducing time spent on manual logging.
EngineeringCentralize customer insights for marketing campaigns
When a new transcript from a customer interview is available in Fathom, Zapier creates or updates a corresponding record in Attio. This keeps marketing teams informed with up-to-date customer insights for targeted campaigns.
Marketing & Marketing OpsLearn how to automate Fathom on the Zapier blog
Frequently Asked Questions about Fathom + Attio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fathom and Attio
What triggers can be used in Fathom to start a workflow in Attio?
In Fathom, you can use triggers such as 'New Payment', 'Subscription Canceled', and 'Updated Invoice'. These triggers will initiate workflows in Attio, allowing us to automate data entry and customer follow-up processes.
How do I connect my Fathom account to Attio for integration purposes?
To connect Fathom with Attio, navigate to the integration section within your account settings on both platforms. You will need API keys from each platform which you enter into the respective fields. This setup allows the two systems to communicate effectively.
Can I update contact information in Attio based on events in Fathom?
Yes, using the integration, when specific events like 'New Payment' occur in Fathom, you can automate updates to contact information in Attio. This ensures all your records stay current without manual entry.
Are there any predefined actions that can be performed in Attio when triggered by an event in Fathom?
Predefined actions include creating new contacts or updating existing records. When a payment is completed or a subscription is canceled in Fathom, it can automatically trigger these activities within your Attio CRM.
Is it possible to track subscription changes from Fathom within Attio?
Absolutely. Our integration captures subscription changes such as upgrades, downgrades, and cancellations from Fathom and updates them within your Attio dashboard so you have real-time insights into customer subscriptions.
What happens if there's an error during data synchronization between Fathom and Attio?
If an error occurs during data sync, we log these automatically and attempt a retry. Notifications are sent for any failures that require manual intervention so that you’re always aware of the status of your integrations.
How secure is the data transmission between Fathom and Attio through our integration?
The integration between Fathom and Attio uses HTTPS protocols for secure data transmission. Both platforms follow industry standards for encryption ensuring your data remains protected during transfer.
