Fathom + Maximizer CRM
Save new meeting highlights from Fathom as notes in Maximizer
With this Zap, whenever new meeting highlights are captured in Fathom, they will automatically be saved as notes linked to the corresponding entry in Maximizer. This seamless automation helps capture important customer interactions and organize them in your CRM. By automating this process, you enable your team to have a comprehensive 360-degree view of each customer, enhancing collaboration and overall customer management.
With this Zap, whenever new meeting highlights are captured in Fathom, they will automatically be saved as notes linked to the corresponding entry in Maximizer. This seamless automation helps capture important customer interactions and organize them in your CRM. By automating this process, you enable your team to have a comprehensive 360-degree view of each customer, enhancing collaboration and overall customer management.
- When this happens...New Highlight
Triggers when there's a new highlight from a meeting.
- automatically do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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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 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.
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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.
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