Connect Fathom and Freshsales Suite
Integrate Fathom with Freshsales Suite to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Account in Freshsalessuite when New Action Item from Fathom
Create Deal in Freshsales Suite when New Action Item from Fathom
Create Task in Freshsales Suite when New Action Item from Fathom
Update Deal in Freshsales Suite when New Action Item from Fathom
Add Note to Contact in Freshsales Suite when New Action Item from Fathom
Popular Fathom + Freshsales Suite flows
Start from a real workflow other teams are already running.
Choose a trigger
Fathom
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript
Choose an action
Freshsales Suite
Automatically do this!
Update Account
Create Deal
Create Task
Update Deal
Add Note to Contact
Find User
Create Note
List Contact
Find Account
Find Deal
Create Account
Create Or Update Contact
Create Contact
Update Contact
Update Account in Freshsalessuite when New Action Item from Fathom
Use this flowCreate Deal in Freshsales Suite when New Action Item from Fathom
Use this flowCreate Task in Freshsales Suite when New Action Item from Fathom
Use this flowUpdate Deal in Freshsales Suite when New Action Item from Fathom
Use this flowAdd Note to Contact in Freshsales Suite when New Action Item from Fathom
Use this flowFind User in Freshsales Suite when New Action Item from Fathom
Use this flowCreate Note in Freshsales Suite when New Action Item from Fathom
Use this flowList Contact from Freshsales Suite when New Action Item from Fathom
Use this flowFind Account in Freshsales Suite when New Action Item from Fathom
Use this flowFind Deal in Freshsales Suite when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Freshsales Suite.
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.
Contact Created
Runs when a contact is created in the selected view
Deal Updated
Runs when a deal is updated within the selected recent time frame.
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.
Update Account
Update an existing account
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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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
About Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Freshsales Suite 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 Fathom and Freshsales Suite 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 Freshsales Suite. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Freshsales Suite, and a separate workflow where Freshsales Suite triggers actions in Fathom. 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 Fathom and Freshsales Suite. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Freshsales Suite integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
