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.
- When this happens...New Download Video
Triggers when a meeting recording is available for download.
- automatically do this!Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
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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 ItNew or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
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 ItNew or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try It
