Connect Fathom and OnePage CRM
Integrate Fathom with OnePage CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact hold in OnePage CRM when New Action Item from Fathom
Create Call in Onepagecrm when New Action Item from Fathom
Create Deal in Onepagecrm when New Action Item from Fathom
Create Note in Onepagecrm when New Action Item from Fathom
Create Action in Onepagecrm when New Action Item from Fathom
Popular Fathom + OnePage 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
OnePage CRM
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Create Contact hold in OnePage CRM when New Action Item from Fathom
Use this flowCreate Call in Onepagecrm when New Action Item from Fathom
Use this flowCreate Deal in Onepagecrm when New Action Item from Fathom
Use this flowCreate Note in Onepagecrm when New Action Item from Fathom
Use this flowCreate Action in Onepagecrm when New Action Item from Fathom
Use this flowUpdate Deal in Onepagecrm when New Action Item from Fathom
Use this flowFind Contact in Onepagecrm when New Action Item from Fathom
Use this flowFind Deal in Onepagecrm when New Action Item from Fathom
Use this flowFind User in Onepagecrm when New Action Item from Fathom
Use this flowCreate Contact hold in OnePage CRM when New Al Summary in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and OnePage 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.
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 Contact hold
Creates a new contact in OnePageCRM.
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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and OnePage 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 OnePage 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 OnePage CRM. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in OnePage CRM, and a separate workflow where OnePage 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 OnePage CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and OnePage CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
