Fathom meeting summaries onto CRM leads

Setup time: ~20m (estimate) · Tools: Zapier, Fathom, Close CRM

Zapier has partner programs but no public affiliate program.

Playbook

1. Trigger on a new Fathom AI summary.
2. Find the lead in Close by invitee email.
3. Create a note with the summary and recording link (only if a lead matches).

Source & credit

Originally shared by Zapier automation template: https://zapier.com/automations/sales/crm-management/activity-logging/add-ai-meeting-summaries-to-crm-lead-records

Agents: fetch this entry as JSON from /api/usecases.json (id: 30-fathom-meeting-summaries-onto-crm-leads).