Fathom + LeadConnector
Create and manage LeadConnector opportunities from new Fathom recordings
Boost your sales pipeline with this streamlined workflow. As soon as you finish a new recording in Fathom, an opportunity gets created or updated in LeadConnector. This keeps your sales team in loop and frees you from the hassle of manual data entry. Enjoy efficient lead management and stay focused on growing your business.
Boost your sales pipeline with this streamlined workflow. As soon as you finish a new recording in Fathom, an opportunity gets created or updated in LeadConnector. This keeps your sales team in loop and frees you from the hassle of manual data entry. Enjoy efficient lead management and stay focused on growing your business.
- When this happens...New Recording
Triggers when there's a new meeting recording.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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 ItIn PipelineRequired
Moved to Stage
Try It
New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItNew Highlight
Triggers when there's a new highlight from a meeting.
Try ItNew Transcript
Triggers when there's a new transcript from a meeting.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
