Fathom + Redtail CRM
"update Redtail CRM activities when new recordings are added in Fathom"
When a new recording is added in Fathom, update activities happen spontaneously in Redtail CRM. This efficient integration ensures your customer relationship management stays updated effortlessly, helping keep track of business progress. Thus, your workflow gives you more time to focus on vital tasks.
When a new recording is added in Fathom, update activities happen spontaneously in Redtail CRM. This efficient integration ensures your customer relationship management stays updated effortlessly, helping keep track of business progress. Thus, your workflow gives you more time to focus on vital tasks.
- When this happens...New Recording
Triggers when there's a new meeting recording.
- automatically do this!Update Activity
Updates and existing activity in your database.
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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 ItActivity Created
Triggers when a new activity is created in your database.
Try It
