Connect Fathom and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use Fathom and Apptivo CRM automations
Actions and Triggers
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 Fathom integrations.
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.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
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Frequently Asked Questions
To start, connect both your Fathom and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Fathom data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Fathom and Apptivo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fathom and Apptivo CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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