Salesforce Integration

Fathom’s Salesforce integration automatically syncs your meeting summary and action items into Salesforce so your CRM stays up to date without manual copy/paste.

Fathom syncs two main record types to Salesforce: Tasks and Notes.

Fathom creates Salesforce Tasks for both the call itself and any action items captured from the meeting:

• Call Activity

  • Synced as a Salesforce Task with Task Subtype = “Call”

  • Sync target: Open Opportunities or Contacts (based on matching/association)

• Action Items

  • Synced as a Salesforce Task with Task Subtype = “Task”

  • Sync target: Open Opportunities or Contacts or Accounts (based on matching/association)

Fathom also syncs Notes to capture the call summary:

• Synced as Salesforce Note records attached to:

  • Contacts

  • Accounts

  • Open Opportunities

Important details about call summary + Deal Page linking:

• Both the Call Activity Task and the Note include the call summary.

• However, Fathom relies on the Note successfully syncing to an Opportunity to link the call to the Opportunity and display the Opportunity on the Deal Page in Fathom.

  • If the Opportunity Note fails to sync, the Deal Page can appear empty or missing the Opportunity even if other parts synced.

• You can connect Fathom to only one Salesforce account at a time.

• The Salesforce API must be enabled in your Salesforce org.

• Fathom does not sync to Salesforce Leads. We sync only to Contacts, Accounts, and Opportunities.

1. In Fathom, go to Settings.

2. Scroll to the Integrations section and click Connect.

If Salesforce isn’t available as an option, contact Support.

4. Follow the prompts to connect your Salesforce instance.

5. Choose your sync mode in Sync Settings:

• Manual sync: click the blue Sync button after each call

• Automatic sync: calls sync automatically after the meeting ends

For reliability and maintainability, we recommend connecting Fathom to Salesforce using a dedicated Salesforce service account rather than an individual’s named user.

The service account should have permissions to create, edit, and update the following objects/records:

• Notes

• Tasks

• Contacts

• Opportunities

• Opportunity Fields (field-level access to any fields you map)

• Accounts

Licensing:

• The service account should use a Standard Salesforce User License.

• Salesforce Integration User licenses often do not have the required permissions for this integration.

Record ownership / assignment:

• The service account also needs permission to assign records to other users.

• This can be provided via:

  • Transfer Records permission, or

  • A role/sharing model that allows assigning record ownership to other users (as required by your Salesforce configuration)

To use Deal View and map Fathom summary headings into Salesforce fields:

• Salesforce must be configured at the team level in Fathom Organization Settings.

  • If you don’t see this option, contact your team admin.

• Deal View is available on the Team Edition Business Plan (previously called Pro).

To map headings:

1. Open any Deal in Fathom (any deal works for setup)

2. Hover over the heading you want to map

3. Click Map to Salesforce

4. Select the Salesforce field you want that heading to sync into

Most commonly caused by permissions.

• Confirm the integration/service account has the required object permissions (Notes, Tasks, etc.) and API access.

A common cause is that the Contact isn’t associated with the Opportunity in Salesforce.

• Verify the relevant Contact is connected to the correct Opportunity in Salesforce.

Often caused by missing permissions, especially around assigning records to other users.

• Confirm the integration/service account has the ability to assign record ownership (Transfer Records / role + sharing).

This is usually due to one (or both) of the following:

• The Contact isn’t associated with the Opportunity, and/or

• Fathom could not create the Opportunity Note (permissions or assignment issue)

If you want to validate the service account’s ability to create Notes (including assigning the OwnerId), you can test using Salesforce Workbench while authenticated as the service account:

• Method: POST

• URL: /services/data/v51.0/sobjects/Note

Request body:

`{

"Title": "Fathom create flow host owner",

"Body": "Create test with host owner",

"ParentId": "xxxxx", // set this to the Contact, Account, or Opportunity Salesforce Id

"OwnerId": "xxxxxx" // set this to any Salesforce User Id; do not set to the service account User Id

}`