Create tasks in LeadConnector for every new recording in Fathom
Enhance your efficiency by linking Fathom and LeadConnector swiftly with this streamlined process. Each time you create a new recording in Fathom, LeadConnector will instantly add a task, keeping your task list updated and ensuring important recordings never get missed. Step up productivity and maintain your workflow rhythm by allowing your apps to work together cohesively.
Enhance your efficiency by linking Fathom and LeadConnector swiftly with this streamlined process. Each time you create a new recording in Fathom, LeadConnector will instantly add a task, keeping your task list updated and ensuring important recordings never get missed. Step up productivity and maintain your workflow rhythm by allowing your apps to work together cohesively.
- When this happens...New Recording
Triggers when there's a new meeting recording.
- automatically do this!Add Task
Adds a task to the account.
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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