- First, you need to register in ApiX-Drive
- Choose what data to transfer from Fathom.ai to Salesforce CRM
- Turn on auto-update
- Now the data will be automatically transferred from Fathom.ai to Salesforce CRM
Integration Fathom.ai + Salesforce CRM
Connect Fathom.ai and Salesforce CRM via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Fathom.ai and Salesforce CRM yourself, without programmers
Other available integrations
Fathom.ai (162 available connectors)
Salesforce CRM (256 available connectors)
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Automation capabilities of
Fathom.ai and Salesforce CRM
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Fathom.ai to Salesforce CRM.
Transmit data at specified intervals from Fathom.ai to Salesforce CRM.
Data source: Fathom.ai, available actions:
- Load MEETINGS and SUMMARY (new)
Data receiver: Salesforce CRM, available actions:
- Create ACCOUNT
- Create POSSIBILITY
- Create TASK
- Create ORDER
- Create COMPANY
- Create CONTACT
- Create LEAD
F.A.Q. on integration of Fathom.ai and Salesforce CRM
How is integration of Fathom.ai and Salesforce CRM 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 Salesforce CRM?
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 Salesforce CRM
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 Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
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