Fathom + Pipedrive

Create new Pipedrive notes from new ai summaries in Fathom

This workflow springs into action when a New AI Summary is generated in Fathom, immediately creating a matching Note in Pipedrive. Perfect for keeping your CRM system updated with the latest AI summaries, this setup streamlines your data processing by saving valuable business insights directly in Pipedrive. You no longer have to manually transfer this critical information, enabling you to gain time and reduce errors in your workflow.

This workflow springs into action when a New AI Summary is generated in Fathom, immediately creating a matching Note in Pipedrive. Perfect for keeping your CRM system updated with the latest AI summaries, this setup streamlines your data processing by saving valuable business insights directly in Pipedrive. You no longer have to manually transfer this critical information, enabling you to gain time and reduce errors in your workflow.

  1. When this happens...
    FathomFathom
    New AI Summary

    Triggers when there's a new AI summary from a meeting.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

  • Fathom triggers, actions, and search

    New Action Item

    Triggers when there's a new action item from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search

    New Download Video

    Triggers when a meeting recording is available for download.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search

    New Recording

    Triggers when there's a new meeting recording.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Fathom triggers, actions, and search

    New AI Summary

    Triggers when there's a new AI summary from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search

    New Highlight

    Triggers when there's a new highlight from a meeting.

    Trigger
    Instant
    Try It
  • Fathom triggers, actions, and search

    New Transcript

    Triggers when there's a new transcript from a meeting.

    Trigger
    Instant
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
fathom logo
fathom logo

About Fathom

Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.
Learn more

Related categories

  • AI Tools
  • Transcription
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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