Connect Fathom and Kylas CRM
Integrate Fathom with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Contacts in Kylas CRM when New Action Item from Fathom
Find Contacts in Kylas CRM when New Transcript in Fathom
List meetings from Fathom when New Lead Created in Kylas CRM
List Teams in Fathom when New Lead Created in Kylas CRM
Get summary of a Recording in Fathom when New Lead Created in Kylas CRM
Popular Fathom + Kylas CRM 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
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Find Contacts in Kylas CRM when New Action Item from Fathom
Use this flowFind Contacts in Kylas CRM when New Transcript in Fathom
Use this flowList meetings from Fathom when New Lead Created in Kylas CRM
Use this flowList Teams in Fathom when New Lead Created in Kylas CRM
Use this flowGet summary of a Recording in Fathom when New Lead Created in Kylas CRM
Use this flowList Teams in Fathom when Lead Updated in Kylas-crm
Use this flowGet summary of a Recording in Fathom when Lead Updated in Kylas-crm
Use this flowGet summary of a transcript from Fathom when Lead Updated in Kylas-crm
Use this flowList Team Members from Fathom when Lead Updated in Kylas-crm
Use this flowGet summary of a Recording in Fathom when New Deal in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Kylas CRM.
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.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
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.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.
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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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 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 Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and Kylas CRM 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 Kylas CRM 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 Kylas CRM. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in Kylas CRM, and a separate workflow where Kylas CRM 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 Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
