Connect Enrich CRM and Fathom
Integrate Enrich CRM with Fathom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Enrich CRM + Fathom flows
Start from a real workflow other teams are already running.
Choose a trigger
Enrich CRM
When this happens...
- Request a new Trigger for Enrich CRM
Choose an action
Fathom
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Enrich Person & Company in Enrich CRM when New Action Item from Fathom
Use this flowEnrich Person & Company in Enrich CRM when New Al Summary in Fathom
Use this flowEnrich Person & Company in Enrich CRM when New Recording Available in Fathom
Use this flowEnrich Person & Company in Enrich CRM when New Transcript in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Enrich CRM and Fathom.
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Item
Triggers when there's a new action item from a meeting.
New Al Summary
Triggers when there's a new Al summary from a meeting.
New Recording Available
Triggers when there's a new meeting recording.
New Transcript
Triggers when there's a new transcript from a meeting.
Do thisActions
Action is the task that follows automatically within your Enrich CRM integrations.
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
List meetings
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
List Teams
Retrieve all teams in your Fathom account.
Get summary of a Recording
Retrieve the AI-generated summary for a Fathom recording. If a destination URL is provided, Fathom will POST the summary there; otherwise the summary is returned in the response.
Get summary of a transcript
Retrieve a Fathom recording's full transcript. If a Destination URL is provided, Fathom will POST the transcript there asynchronously; otherwise the transcript is returned in the response.
List Team Members
Retrieve all members of the specified team. If no team is selected, returns members from all teams.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
Learn moreSimilar apps
About Fathom
Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Enrich CRM and Fathom accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Enrich CRM and Fathom as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Fathom. No coding required.
Yes. You can set up a workflow where Enrich CRM triggers actions in Fathom, and a separate workflow where Fathom triggers actions in Enrich CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Enrich CRM and Fathom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Enrich CRM and Fathom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
