- First, you need to register in ApiX-Drive
- Choose what data to transfer from Fathom.ai to Agile CRM
- Turn on auto-update
- Now the data will be automatically transferred from Fathom.ai to Agile CRM
Integration Fathom.ai + Agile CRM
Create integration of Fathom.ai and Agile CRM yourself, without programmers
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Automation capabilities of
Fathom.ai and Agile CRM
Transmit data at specified intervals from Fathom.ai to Agile CRM.
- Load MEETINGS and SUMMARY (new)
- Add NOTE to deal
- Update DEAL
- Create COMPANY
- Create CONTACT
- Create DEAL
F.A.Q. on integration of Fathom.ai and Agile CRM
How is integration of Fathom.ai and Agile CRM carried out?
How long does the integration take?
How much does it cost to integrate Fathom.ai with Agile CRM?
How many integrations are available in Apix-Drive?
Fathom.ai is an AI assistant for online meetings that records and transcribes Zoom, Google Meet, and Microsoft Teams calls, then automatically generates structured summaries and next steps. Users can search for information on past meetings or ask the AI assistant questions on topics discussed. The service integrates with Slack, Salesforce, HubSpot, Notion, and Asana, allowing key notes and tasks to be automatically transferred into workflows. AI assessment tools and coaching reviews help sales and support teams analyze performance. Flexible summary templates adapt to different meeting formats, and calendar integration ensures automatic connections to scheduled calls. More
Agile CRM platform provides a wide range of tools for sales automation, marketing and customer service. With its help, you can manage contacts, projects and deals, schedule meetings and coordinate telephony (calls, scripts, voice mail). Agile CRM also helps automate marketing, including email and mobile marketing, as well as LP creation and social media integration. The customer service system as part of the platform has a helpdesk system, a module for organizing feedback, creating a knowledge base, a ticket system and a number of other methods. CRM easily integrates with Twitter, Facebook, Google Apps, LinkedIn, Twilio and other services. More
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