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Help Center›Integration and Compatibility›Connecting Fathom with Your CRM

Connecting Fathom with Your CRM

Last updated February 4, 2024

Introduction

In the interconnected world of sales and customer service, integrating your AI Meeting Assistant, Fathom, with your Customer Relationship Management (CRM) system can streamline workflows and enhance productivity. By connecting Fathom to your CRM, you can automatically sync meeting summaries, highlights, and action items directly into your customer records. This integration ensures that valuable insights from customer interactions are captured and accessible, enhancing follow-up and customer engagement. Here's how to connect Fathom with popular CRMs like Salesforce, HubSpot, and Close.

Step-by-Step Guide to CRM Integration

Preparing for Integration

  1. Verify Your Fathom and CRM Accounts
  • Ensure you have administrative access to both your Fathom account and the CRM platform you wish to integrate with.
  1. Check Compatibility
  • Verify that your CRM version is supported by Fathom. Most current versions of Salesforce, HubSpot, and Close are compatible.

Integrating with Salesforce

  1. Access Integration Settings in Fathom
  • Log into your Fathom dashboard, navigate to the 'Integrations' section, and select Salesforce.
  1. Authenticate Your Salesforce Account
  • Click on 'Connect to Salesforce' and log in to your Salesforce account to authorize the integration.
  1. Configure Sync Settings
  • Choose the types of data (e.g., meeting summaries, highlights) you want to sync and specify how they should be linked to Salesforce records (e.g., Contacts, Accounts, Opportunities).

Integrating with HubSpot

  1. Select HubSpot in Fathom Integrations
  • In the 'Integrations' section of your Fathom dashboard, find and select HubSpot.
  1. Authorize the Connection
  • Follow the prompts to log into your HubSpot account and grant Fathom permission to access your data.
  1. Customize Your Integration Preferences
  • Set up how and where you want your meeting data to appear in HubSpot, such as attaching summaries to contact or company records.

Integrating with Close

  1. Navigate to Close Integration in Fathom
  • Within the 'Integrations' menu on Fathom, locate and choose Close.
  1. Connect and Authorize
  • Click 'Connect to Close' and sign in to your Close account to authorize the integration.
  1. Adjust Integration Settings
  • Decide which meeting information should sync to Close and map it to the appropriate entities, like Leads or Opportunities.

Tips for Successful Integration

  • Regularly Review Synced Data: Periodically check your CRM to ensure that meeting data from Fathom is syncing correctly and is accurately reflected in your customer records.
  • Leverage CRM Data for Meetings: Before meetings, review related CRM records to tailor discussions based on historical data and insights synced from previous Fathom summaries.
  • Train Your Team: Ensure your team is aware of how Fathom integrates with your CRM and how to best use this combined power to enhance customer relationships.

Conclusion

Integrating Fathom with your CRM system is a powerful way to enhance customer engagement and ensure that valuable insights from meetings are captured and actionable. By following these steps, you can streamline your workflow, improve customer follow-up, and drive better outcomes from your sales and service efforts. Embrace the synergy between Fathom and your CRM to unlock new levels of productivity and customer insight.

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