Create note in Close for new Fathom meeting recording and find lead details
Create note in Close for new Fathom meeting recording and find lead details
Create notes in Close when a new meeting recording is available in Fathom, ensuring all relevant details about the meeting and attendees are captured for future reference, leading to better follow-ups and improved client engagement.
Zap details:
Overview
Create notes in Close when a new meeting recording is available in Fathom, ensuring all relevant details about the meeting and attendees are captured for future reference, leading to better follow-ups and improved client engagement.