Fathom + Zoho CRM
Create or update Zoho CRM module entries when new ai summaries occur in Fathom
Whenever a new AI summary is created in Fathom, this workflow will instantly create or update a module entry in Zoho CRM. This not only enhances your CRM data with important findings, but also helps you stay on top of significant insights as they emerge, efficiency improving your decision-making process.
Whenever a new AI summary is created in Fathom, this workflow will instantly create or update a module entry in Zoho CRM. This not only enhances your CRM data with important findings, but also helps you stay on top of significant insights as they emerge, efficiency improving your decision-making process.
- When this happens...New AI Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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 Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
