1.Captures new AI summary
Integrate Fathom and meeting recording tools to capture completed meeting recordings and AI summary events.
Add AI meeting summaries to CRM lead records
Automatically detect new AI summary team meeting recordings across Fathom and trigger CRM updates in Close. Create and update lead recording fields and timeline activities when summaries complete, so you can protect follow-up quality and avoid manual note taking.
How this automation enriches your lead timeline
When new AI summary recordings appear, leads can miss key context and follow-up lags. This automation normalizes attendee emails, finds matching leads, updates recording fields, and logs AI summaries so your team can keep activity timelines current.
Fathomor swap with your favorite app
2.Normalizes attendee emails
Integrate Code by Zapier and data cleanup tools to normalize attendees into a deduplicated email array for matching.
Code par Zapieror swap with your favorite app
3.Iterates cleaned emails
Integrate Looping by Zapier and workflow mapping to iterate each cleaned email for downstream searches.
Looping par Zapieror swap with your favorite app
4.Finds lead by email
Integrate Close and CRM search tools to find the matching lead record by iterated email.
Fermeror swap with your favorite app
5.Updates lead recording fields
Integrate Close and CRM custom fields tools to save the recording URL and meeting metadata on the lead.
6.Creates lead meeting activity
Intégrer Close and activity timeline tools to create a meeting activity à the AI summary and publish it.
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