Fathom + Zoho CRM
Add new Fathom recordings as attachments in Zoho CRM
Streamline your workflow with this straightforward automation. Whenever a new recording is created in Fathom, it immediately adds an attachment to your Zoho CRM. This process not only saves you time but also ensures your customer relationship management platform stays updated with essential content from Fathom. Enhance your productivity and keep your data aligned effortlessly.
Streamline your workflow with this straightforward automation. Whenever a new recording is created in Fathom, it immediately adds an attachment to your Zoho CRM. This process not only saves you time but also ensures your customer relationship management platform stays updated with essential content from Fathom. Enhance your productivity and keep your data aligned effortlessly.
- When this happens...New Recording
Triggers when there's a new meeting recording.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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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.
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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.
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