Fathom + Maximizer CRM
Save new Fathom transcripts as notes in Maximizer
Automatically save new Fathom transcripts as notes for the corresponding contacts in Maximizer. This integration ensures transcript data is securely stored and easily accessible within your CRM, providing quick reference to important conversations and improving customer relationship management.
Automatically save new Fathom transcripts as notes for the corresponding contacts in Maximizer. This integration ensures transcript data is securely stored and easily accessible within your CRM, providing quick reference to important conversations and improving customer relationship management.
- When this happens...New Transcript
Triggers when there's a new transcript 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.
Try It
