Salesforce Integration

Fathom's Salesforce integration will automatically push your call summary and tasks directly into your Salesforce Account, Contact, and specific opportunity fields.

Scroll down to the Integrations section on Fathom's Settings page.

Click on the Learn more button next to Salesforce. If you don't see Salesforce as an option, contact our Support team and we'll update that for you!

Follow the prompts to connect your Salesforce instance.

🗒️ If you have more than one Salesforce account, then you'll be asked to select which one you want to connect to via Fathom. At this time, you can only be connected to one Salesforce account.

🗒️ The Salesforce API must be enabled to integrate successfully with Fathom.

Decide if you'd like to enable manual or automatic sync in your Sync Settings.

With manual sync, you will need to click the blue Sync button after each call to sync to Salesforce:

Automatic sync will automatically sync calls to Salesforce.

Once the integration is connected, your call summaries will automatically sync and attach as a note on any matching Contacts, Accounts and open Opportunities once a meeting ends. Matching is based on the call attendee's name, email, and company.

🗒️ Fathom does not connect to Leads in Salesforce - only Contacts, Accounts, and Opportunities.

You can also enable specific highlights to be linked to specific opportunity fields.

1. Go to the Fathom Settings page

2. Scroll down to Highlight Options

3. Choose which highlight(s) you'd like to send to Salesforce

4. Hover over the Salesforce icon, then click Link to Opportunity Field

5. Follow the prompts on the screen to map to the desired field

You can create tasks and send them to Salesforce during a call or after a call. During a call, click on the Action Item option. This will create a task in Fathom and Salesforce:

You can also add action items after the call while you're reviewing the recording. Any action items that you create will become tasks associated with the account in Salesforce.