HubSpot Card Integration

Our HubSpot integration has become even more powerful! 🚀

Now, you and your team can easily access your last five meetings, complete with a link to the recording and a summary of each call right inside HubSpot. This feature is designed to streamline your workflow and enhance your productivity.

💡 Make sure HubSpot is connected to your Fathom account before configuring the HubSpot Card integration.

Anyone in HubSpot with the right permissions can add the Fathom card to the overview section of a Company, Contact, or Deal record (see permission requirements). To add the Fathom card:

1. Open a Company, Contact, or Deal record in HubSpot.

2. Click Customize at the top. This will take you to the Record Customization tab for that object. (Note that HubSpot Super Admins can navigate to this directly by going to Settings > Objects > Companies > Record Customization.)

3. Click Default view.

4. Click the + sign in the left, middle, or right column to add the Fathom card. This will bring up the card library panel.

5. Type "Fathom" in the search field, and then click "Discover app cards."

6. Click the tile Fathom AI Notetaker from the search results.

7. Click the Manage button.

8. Choose whether you want to add the Fathom card to the Company, Contact, or Deal record, and then click Manage locations on the appropriate record type. Note that adding the card to this object's default view will automatically add it to all records of this type.

9. Select the specific locations and views where the card should appear.

10. Click Save.

Prefer to watch? See a walkthrough of adding the Fathom card to a HubSpot record.

You must be on the Business Plan (previously known as the Pro plan) with the HubSpot integration connected at the organization level.

This integration only captures the five most recent calls. Any older calls will remain in HubSpot as usual.

We recommend associating Contacts with your HubSpot Companies and Deals. When you invite a HubSpot Contact to your meeting, their details will automatically link the Fathom call to both the associated Company and Deal based on their participation.