Connect Fathom and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting Recording Ready
Choose an Action
Automatically do this!
Create Contact
Update Company
Search Company
Get Owner by Email or by ID
Create Company
Create or Update Contact
Create Deal
Get Invoice Line Items
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
Find Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Create Engagement
Send Message
Ready to use Fathom and HubSpot automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting Recording Ready
Triggers instantly when Fathom finishes processing a meeting recording.
New Contact Created
Get notified if any contact is created in your account.
New Company Created
Get notified if any company is created in your account.
Delete Company
Get notified if any company is deleted in your account.
Delete Contact
Get notified if any contact is deleted in your account.
Update Contact's Lifecycle Stage
Get notified if lifecycle stage changed for any contact in your account.
Do thisActions
Action is the task that follows automatically within your Fathom integrations.
List Meetings
Retrieve meetings with optional filters (created before/after, invitee domains, recorder, team) and optionally include detected action items and CRM matches.
List Teams
Retrieve the list of teams along with their creation dates.
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 selected team. If no team is selected, returns members from all teams.
Create Contact
Create a new HubSpot contact using the provided contact properties (email is required). Returns the created contact record.
Know More About Fathom and Hubspot Integrations
6 Effective Ways to Integrate HubSpot with viaSocket
Explore the world of 6 Effective Ways to Integrate HubSpot with viaSocket Through our blog and stay informed about the latest developments, expert insights, and valuable tips that matter most.
A Complete Guide to Automations for Small Business in 2025
Discover how small businesses can thrive with automation in 2025! This complete guide covers tools, tips, and strategies to save time, cut costs, and boost efficiency.
Accounting Automation Guide
Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.
How to Automate HubSpot Email in 3 Simple Steps
Master the art of email automation in HubSpot with our easy three-step guide. Simplify your marketing strategy and boost engagement effectively.
How to Integrate HubSpot Forms with Slack for Instant Alerts
Learn the step-by-step process to connect HubSpot Forms with Slack for immediate alerts. Streamline your communication and never miss important updates.
Best Software for Email Marketing
Mailchimp is a popular and user-friendly email marketing platform that helps businesses create, send, and analyze email campaigns with ease. It offers a drag-and-drop email builder, allowing even beginners to design professional emails without coding. With customizable templates and mobile-responsive designs, Mail chimp ensures your emails look great on any device.
Step by step guides to integrate Fathom and HubSpot
Frequently Asked Questions
To start, connect both your Fathom and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in Fathom triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how Fathom data is recorded in HubSpot. This includes choosing which data fields go into which fields of HubSpot, setting up custom formats, and filtering out unwanted information.
The data sync between Fathom and HubSpot 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 HubSpot. 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 HubSpot
HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.