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Set up your first integration
Quickly connect Fathom to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Fathom with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Action Item" from Fathom.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Fathom and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Action Item
Triggers when there's a new action item from a meeting.
Try ItTriggerInstant - New Download Video
Triggers when a meeting recording is available for download.
Try ItTriggerInstant - New Recording
Triggers when there's a new meeting recording.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling
- New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItTriggerInstant - New Highlight
Triggers when there's a new highlight from a meeting.
Try ItTriggerInstant - New Transcript
Triggers when there's a new transcript from a meeting.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling
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Practical ways you can use Fathom and Zoho CRM
Sync meeting summaries to CRM contacts
Save time by ensuring important meeting notes are logged where they matter. When Fathom generates a new meeting summary, Zapier creates or updates the corresponding contact in Zoho CRM to keep all communication and context centralized.
Business OwnerTurn AI highlights into new leads
Empower your marketing team with seamless lead tracking. When Fathom produces a new AI-generated highlight from a meeting or conversation, Zapier automatically creates a new lead in Zoho CRM, ensuring every valuable interaction is captured.
Marketing & Marketing OpsStore meeting action items in CRM
Improve project tracking by syncing meeting takeaways with your project contacts. Whenever Fathom identifies a new action item, Zapier logs it directly to the relevant contact or lead in Zoho CRM, boosting task management efficiency.
Project ManagementLearn how to automate Fathom on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Fathom + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fathom and Zoho CRM
How do I connect Fathom with Zoho CRM?
To integrate Fathom with Zoho CRM, you need to create a Zap using our platform. First, log in to your account, select Fathom as the trigger app, and authenticate your account. Similarly, choose Zoho CRM as the action app and authorize it. Ensure both apps are connected successfully before proceeding.
What kind of data can be transferred from Fathom to Zoho CRM?
You can transfer various data types such as insights from website visits and analytics from Fathom into Zoho CRM, allowing for comprehensive customer profiles. Triggers like 'New Visit' in Fathom can prompt actions like 'Create or Update Lead' in Zoho CRM.
Can I automate lead creation in Zoho CRM using insights from Fathom?
Yes, our integration enables the automation of lead creation in Zoho CRM based on specific triggers from Fathom. If a particular page view or visit meets your criteria, it can automatically trigger a lead creation process within Zoho CRM.
Is it possible to update existing contacts in Zoho CRM based on new information from Fathom?
Certainly! You can use triggers like 'Updated Event' in Fathom to update existing contacts and their details in Zoho CRM efficiently. This ensures that all customer information is current without manual entry.
What are some common triggers available when integrating Fathom with Zoho CRM?
Common triggers when linking these apps include events such as 'New Visit' or 'Page View' recorded by Fathom, which can then initiate actions like 'Create Lead' or 'Update Contact' in the Zoho CRM system.
Are there any prerequisites before setting up the integration between Fathom and Zoho CRM?
Before setting up the integration, ensure you have active accounts with both Fathom and Zoho CRM as well as necessary permissions for data access and modification. Additionally, understanding which specific triggers and actions you want will streamline setup.
How do I troubleshoot if the integration between Fathom and Zoho fails?
If issues arise with the integration, start by verifying that both apps are properly authenticated within our platform. Check that no updates have severed connections and inspect logs for any errors linked to triggers or actions failing to execute properly.
