Fathom + Salesforce
Create meeting notes in Salesforce
This Zap template automates the process of capturing AI-generated summaries from Fathom and seamlessly creating corresponding notes in Salesforce. Once set up, each new summary detected in Fathom triggers the creation of a detailed note in Salesforce, ensuring all crucial insights are efficiently stored and easily accessible. This integration significantly enhances productivity by streamlining the documentation of key information, thereby optimizing your CRM workflow and saving valuable time.
This Zap template automates the process of capturing AI-generated summaries from Fathom and seamlessly creating corresponding notes in Salesforce. Once set up, each new summary detected in Fathom triggers the creation of a detailed note in Salesforce, ensuring all crucial insights are efficiently stored and easily accessible. This integration significantly enhances productivity by streamlining the documentation of key information, thereby optimizing your CRM workflow and saving valuable time.
- When this happens...New AI Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Create Note
Creates a new note and links it to a parent record
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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 Case Attachment
Triggers when a new Attachment is added to a case.
Try It
