Fathom + LeadConnector
Add or update LeadConnector contacts when new action items occur in Fathom
When a new action item is created in Fathom, take swift action by updating or creating a contact in LeadConnector. This workflow makes it simple to keep your contact list up-to-date based on your latest Fathom activities. No need to manually input data, as this process takes care of it for you, enhancing efficiency and data accuracy in your contact management.
When a new action item is created in Fathom, take swift action by updating or creating a contact in LeadConnector. This workflow makes it simple to keep your contact list up-to-date based on your latest Fathom activities. No need to manually input data, as this process takes care of it for you, enhancing efficiency and data accuracy in your contact management.
- When this happens...New Action Item
Triggers when there's a new action item 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
