Connect Fathom and SugarCRM
Integrate Fathom with SugarCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record In Any Module in any module of SugarCRM when New Action Item from Fathom
Update Record In Any Module in SugarCRM when New Action Item from Fathom
Find or Create Record In Any Module in SugarCRM when New Action Item from Fathom
Create Lead in SugarCRM when New Action Item from Fathom
Update Lead in SugarCRM when New Action Item from Fathom
Popular Fathom + SugarCRM 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
SugarCRM
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Create Record In Any Module in any module of SugarCRM when New Action Item from Fathom
Use this flowUpdate Record In Any Module in SugarCRM when New Action Item from Fathom
Use this flowFind or Create Record In Any Module in SugarCRM when New Action Item from Fathom
Use this flowCreate Lead in SugarCRM when New Action Item from Fathom
Use this flowUpdate Lead in SugarCRM when New Action Item from Fathom
Use this flowDelete Lead in SugarCRM when New Action Item from Fathom
Use this flowGet Leads from SugarCRM when New Action Item from Fathom
Use this flowCreate Account in SugarCRM when New Action Item from Fathom
Use this flowUpdate Account in SugarCRM when New Action Item from Fathom
Use this flowDelete Account in SugarCRM when New Action Item from Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and SugarCRM.
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 Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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 Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom and SugarCRM 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 SugarCRM 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 SugarCRM. No coding required.
Yes. You can set up a workflow where Fathom triggers actions in SugarCRM, and a separate workflow where SugarCRM 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 SugarCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom and SugarCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
