Connect Smartlead AI and Fathom to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Unsubscribed
Lead Category Updated
Choose an Action
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Ready to use Smartlead AI and Fathom automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Unsubscribed
Triggers when a lead is unsubscribed
Lead Category Updated
Triggers when a lead category is updated
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 Smartlead AI integrations.
List all Campaigns
This endpoint fetches all the campaigns in your account
Create Campaign
This endpoint creates a new campaign
Get Campaign By Id
This endpoint fetches a campaign based on its ID
Delete Campaign By Id
This endpoint deletes a campaign based on its ID
List all leads by Campaign ID
This endpoint fetches all the leads in a campaign using the campaign’s ID
Fetch Lead Categories
This endpoint fetches all your categories
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Frequently Asked Questions
To start, connect both your Smartlead AI and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartlead AI triggers actions in Fathom (or vice versa).
Absolutely. You can customize how Smartlead AI data is recorded in Fathom. This includes choosing which data fields go into which fields of Fathom, setting up custom formats, and filtering out unwanted information.
The data sync between Smartlead AI and Fathom 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 Smartlead AI and Fathom. 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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
Learn MoreAbout 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.
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