Fathom + Maximizer CRM

Save new meeting highlights from Fathom as notes in Maximizer

With this Zap, whenever new meeting highlights are captured in Fathom, they will automatically be saved as notes linked to the corresponding entry in Maximizer. This seamless automation helps capture important customer interactions and organize them in your CRM. By automating this process, you enable your team to have a comprehensive 360-degree view of each customer, enhancing collaboration and overall customer management.

With this Zap, whenever new meeting highlights are captured in Fathom, they will automatically be saved as notes linked to the corresponding entry in Maximizer. This seamless automation helps capture important customer interactions and organize them in your CRM. By automating this process, you enable your team to have a comprehensive 360-degree view of each customer, enhancing collaboration and overall customer management.

  1. When this happens...
    FathomFathom
    New Highlight

    Triggers when there's a new highlight from a meeting.

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

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    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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