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Set up your first integration
Quickly connect Fathom to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Fathom with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Action Item" from Fathom.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Fathom and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Action Item
Triggers when there's a new action item from a meeting.
Try ItTriggerInstant - New Download Video
Triggers when a meeting recording is available for download.
Try ItTriggerInstant - New Recording
Triggers when there's a new meeting recording.
Try ItTriggerInstant - New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling
- New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItTriggerInstant - New Highlight
Triggers when there's a new highlight from a meeting.
Try ItTriggerInstant - New Transcript
Triggers when there's a new transcript from a meeting.
Try ItTriggerInstant - New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
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Practical ways you can use Fathom and Salesforce
Sync meeting highlights to Salesforce.
When Fathom detects a new meeting highlight, Zapier automatically logs it in Salesforce. This gives business owners a streamlined way to track key discussion points without losing valuable insights.
Business OwnerEnsure meetings are logged in Salesforce.
When Fathom generates a new meeting transcript, Zapier uploads it to Salesforce. This integration ensures project managers have a complete record of discussions and can refer back as needed for updates.
Project ManagementTrack action items from Fathom in Salesforce.
When Fathom generates a new action item from a meeting, Zapier adds it as a task in Salesforce. This ensures important tasks are centralized for efficient tracking and follow-ups.
Sales OpsLearn how to automate Fathom on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Fathom + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fathom and Salesforce
How do I set up Fathom and Salesforce integration?
First, connect your Fathom account to our platform. Then, add a connection to Salesforce by entering your Salesforce credentials. Once connected, you can create workflows where Fathom can trigger actions in Salesforce, such as creating or updating records when specific data points are captured.
What types of triggers are available with Fathom for the integration?
We offer various triggers with Fathom, such as when a new report is generated, when a specific metric is met, or when an event occurs in your Fathom account. These triggers can prompt actions in your Salesforce system as part of the workflow setup.
Can I update existing contacts in Salesforce using Fathom?
Yes, you can update existing contacts. Set up a trigger event in Fathom that matches your needs - like when a particular threshold is hit in reports - and configure the action to update the corresponding contact details in Salesforce automatically.
How frequently does data synchronize between Fathom and Salesforce?
The synchronization frequency depends on how you configure the workflow. You can set it for real-time updates or periodic intervals based on your requirement for data accuracy and timeliness.
Are there limitations to the amount of data I can send from Fathom to Salesforce?
There are no inherent limitations on our end; however, be mindful of Salesforce's data storage limits. Ensure that the volume of data transferred aligns with your storage plan on Salesforce.
What happens if there is an error during data transfer between Fathom and Salesforce?
If an error occurs during data transfer, we notify you immediately through email or dashboard alerts. The failed tasks can be reviewed and retried manually once the issue is resolved.
Is it possible to automate reporting from Fathom into Salesforce dashboards?
Yes, by setting up automated workflows, reports generated in Fathom can be pushed into specific dashboards within Salesforce without manual intervention once a report meets predefined criteria.
