After every sales or client call, Fathom automatically pushes the meeting transcript, summary, and action items into the matching contact record in HubSpot. Your CRM (customer relationship management software) stays current without any manual data entry. Every rep has full context before their next call.
In Fathom, go to Integrations and select HubSpot
Authorize Fathom to connect to your HubSpot account
Map Fathom fields (summary, action items, transcript) to HubSpot contact or deal fields
Choose whether notes log to the Contact, Deal, or both
Complete a test call and verify the notes appear in HubSpot within a few minutes
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut down the time your team spends on CRM data entry and give everyone a complete, accurate history of every client conversation.
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