Fathom + Salesforce
Create Salesforce records from new Fathom transcripts
Allow new transcripts in Fathom to streamline your customer relationship management process by instantly creating corresponding records in Salesforce. This efficient workflow ensures prompt and precise updates, eradicating the need for manual data entry. Drive your business towards higher productivity and accuracy by managing Fathom transcripts through Salesforce efficiently in real-time.
Allow new transcripts in Fathom to streamline your customer relationship management process by instantly creating corresponding records in Salesforce. This efficient workflow ensures prompt and precise updates, eradicating the need for manual data entry. Drive your business towards higher productivity and accuracy by managing Fathom transcripts through Salesforce efficiently in real-time.
- When this happens...New Transcript
Triggers when there's a new transcript from a meeting.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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New Action Item
Triggers when there's a new action item from a meeting.
Try ItNew Download Video
Triggers when a meeting recording is available for download.
Try ItNew Recording
Triggers when there's a new meeting recording.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try It
