Fathom + Pipedrive

Create new activities in Pipedrive whenever new action items are encountered in Fathom

Streamline your workflow with this automation that activates when a new action item is recorded in Fathom. It instantaneously generates a corresponding activity in Pipedrive, ensuring seamless tracking of tasks across both platforms. This process saves time, eliminates manual dual entries, and enhances coordination within your team.

Streamline your workflow with this automation that activates when a new action item is recorded in Fathom. It instantaneously generates a corresponding activity in Pipedrive, ensuring seamless tracking of tasks across both platforms. This process saves time, eliminates manual dual entries, and enhances coordination within your team.

  1. When this happens...
    FathomFathom
    New Action Item

    Triggers when there's a new action item from a meeting.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

    ActionWrite
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Supported triggers and actions

  • Fathom triggers, actions, and search

    New AI Summary

    Triggers when there's a new AI summary from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search

    New Highlight

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

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search

    New Transcript

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

    Trigger
    Instant
    Try It
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
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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