Create or update LeadConnector contacts from new ai summaries in Fathom
Stay organized and up-to-date with this efficient workflow between Fathom and LeadConnector. Whenever Fathom creates a new AI summary, this system will promptly update or add a contact in LeadConnector. Save time and streamline your tasks, ensuring your LeadConnector records are consistently updated with the latest information from Fathom. Propel your productivity to new heights with this handy automation.
Stay organized and up-to-date with this efficient workflow between Fathom and LeadConnector. Whenever Fathom creates a new AI summary, this system will promptly update or add a contact in LeadConnector. Save time and streamline your tasks, ensuring your LeadConnector records are consistently updated with the latest information from Fathom. Propel your productivity to new heights with this handy automation.
- When this happens...New AI Summary
Triggers when there's a new AI summary from a meeting.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Action Item
Triggers when there's a new action item from a meeting.
Try ItNew Download Video
Triggers when a meeting recording is available for download.
Try ItNew Recording
Triggers when there's a new meeting recording.
Try ItIn PipelineRequired
Moved to Stage
Try It
New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItNew Highlight
Triggers when there's a new highlight from a meeting.
Try ItNew Transcript
Triggers when there's a new transcript from a meeting.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth