gmail, formatter, shopify
Trigger a new Gmail email to find or create a customer in Shopify and update their details
Trigger a new Gmail email to find or create a customer in Shopify and update their details
Zaps
Send meeting summary and follow up email from Fathom to Gmail after client meeting
Send meeting summary and follow up email from Fathom to Gmail after client meeting
Capture meeting insights with Fathom's AI summary, find or create a contact in Wealthbox CRM, add detailed notes, and send a follow-up email via Gmail. Ensure efficient communication and enhance client engagement.
Zap details:
Overview
Capture meeting insights with Fathom's AI summary, find or create a contact in Wealthbox CRM, add detailed notes, and send a follow-up email via Gmail. Ensure efficient communication and enhance client engagement.