Zapier Integration

🗒️ This feature is only available on Team Edition and Fathom Premium.

1. Find the Zapier section on Fathom's Settings page and click Connect:

2. Follow the prompts on the screen to connect your Zapier account.

1. Create a new Zap and search for Fathom when asked to choose a Trigger:

2. Choose which Event you'd like to trigger a workflow in Zapier:

3. Choose if you'd like your Zap to trigger on only your meetings or any meetings from team members that are visible to you:

4. Continue configuring your Zap!

💡 Using HighLevel? Their Zapier app is called LeadConnector. Learn more here!

• 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