Create new activities in Pipedrive whenever new action items are encountered in Fathom
Streamline your workflow with this automation that activates when a new action item is recorded in Fathom. It instantaneously generates a corresponding activity in Pipedrive, ensuring seamless tracking of tasks across both platforms. This process saves time, eliminates manual dual entries, and enhances coordination within your team.
Streamline your workflow with this automation that activates when a new action item is recorded in Fathom. It instantaneously generates a corresponding activity in Pipedrive, ensuring seamless tracking of tasks across both platforms. This process saves time, eliminates manual dual entries, and enhances coordination within your team.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this!Create Activity
Creates a new activity.
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