Fathom + Maximizer CRM
Save new AI meeting summaries from Fathom to Maximizer as notes
With this Zap, whenever a new meeting summary is generated in Fathom, it will automatically be saved as a note linked to the corresponding entry in Maximizer. This seamless automation guarantees that all your important meeting insights are organized and easily accessible in your CRM, enabling you to focus more on your interactions and less on data entry.
With this Zap, whenever a new meeting summary is generated in Fathom, it will automatically be saved as a note linked to the corresponding entry in Maximizer. This seamless automation guarantees that all your important meeting insights are organized and easily accessible in your CRM, enabling you to focus more on your interactions and less on data entry.
- When this happens...New AI Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- Free forever for core features
- 14 day trial for premium features & apps
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 or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try It
New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItNew Highlight
Triggers when there's a new highlight from a meeting.
Try ItNew Transcript
Triggers when there's a new transcript from a meeting.
Try ItNew or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try It
