Using the Zapier Integration
🗒️ This feature is only available for the Team Edition Plan or Fathom Premium
On your User Settings page you’ll see a link to add Fathom to your Zapier account:
Once it’s added you can trigger workflows in Zapier based upon a number of events in Fathom.
First create a new Zap and search for “Fathom” when asked to choose a Trigger:
Once you’ve done that you’ll see all the options you have for what events in Fathom can trigger a workflow in Zapier:
Note that for any trigger you have the option for it to trigger on only your meetings or any meetings from team members that are visible to you:
From there you can use the content from each of those events in your workflow. Here are some common usages for the Fathom integration:
Send the recording and AI summary of meetings with your sales team to a Slack channel
Send specific sections of the AI summary (ex pain points) to specific fields in your CRM after any sales call
Send action items from your meetings or your team’s meetings to your task management app
Send highlight clips of recent product feedback from customers to a Slack channel