Create custom activity in Close for new meeting recordings in Fathom, and notify relevant team members
Create custom activity in Close for new meeting recordings in Fathom, and notify relevant team members
Create custom activities for sales leads in Close based on new meeting recordings from Fathom. Ensure relevant team members are notified to follow up effectively, enhancing lead engagement and improving sales processes.
Workflow preview:
Zap details:
Overview
Create custom activities for sales leads in Close based on new meeting recordings from Fathom. Ensure relevant team members are notified to follow up effectively, enhancing lead engagement and improving sales processes.