Fathom + Maximizer CRM

Upload new Fathom Videos to Maximizer as documents

With this Zap in place, whenever a new recording is ready in Fathom, it is automatically uploaded to Maximizer as a document linked to the corresponding contact. This integration ensures that important customer interactions are captured, easily accessible within your CRM, and available for future reference.

With this Zap in place, whenever a new recording is ready in Fathom, it is automatically uploaded to Maximizer as a document linked to the corresponding contact. This integration ensures that important customer interactions are captured, easily accessible within your CRM, and available for future reference.

  1. When this happens...
    FathomFathom
    New Download Video

    Triggers when a meeting recording is available for download.

    TriggerInstant
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Document

    Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.

    ActionWrite
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Supported triggers and actions

fathom logo
fathom logo

About Fathom

Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.
Learn more

Related categories

  • AI Tools
  • Transcription
maximizer logo
maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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