- First, you need to register in ApiX-Drive
- Choose what data to transfer from Fathom.ai to Microsoft Dynamics 365
- Turn on auto-update
- Now the data will be automatically transferred from Fathom.ai to Microsoft Dynamics 365
Integration Fathom.ai + Microsoft Dynamics 365
Connect Fathom.ai and Microsoft Dynamics 365 via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Fathom.ai and Microsoft Dynamics 365 yourself, without programmers
Other available integrations
Fathom.ai (162 available connectors)
Microsoft Dynamics 365 (256 available connectors)
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Automation capabilities of
Fathom.ai and Microsoft Dynamics 365
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Fathom.ai to Microsoft Dynamics 365.
Transmit data at specified intervals from Fathom.ai to Microsoft Dynamics 365.
Data source: Fathom.ai, available actions:
- Load MEETINGS and SUMMARY (new)
Data receiver: Microsoft Dynamics 365, available actions:
- Update OPPORTUNITY
- Update ACCOUNT
- Update CONTACT
- Update LEAD
- Create OPPORTUNITY
- Create ACCOUNT
- Create CONTACT
- Create LEAD
F.A.Q. on integration of Fathom.ai and Microsoft Dynamics 365
How is integration of Fathom.ai and Microsoft Dynamics 365 carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Fathom.ai with Microsoft Dynamics 365?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 288+ integrations beside Fathom.ai and Microsoft Dynamics 365
Information about Fathom.ai
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
Information about Microsoft Dynamics 365
This service is a typical representative of CRM systems, but this time from Microsoft. This service was created to organize sales and marketing and simplify the work of the support service. Microsoft Dynamics CRM is able to integrate with other services from the developer (Skype, Office, Exchange Server, etc.) and is well suited for all kinds of companies working in various directions. It is argued that this service is one of the five most popular CRM in the world and the number of users continues to grow steadily. More
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