When a sales call ends, Fathom's summary and next steps automatically update the matching deal in Pipedrive (a sales pipeline tool). Your deal stages, notes, and follow-up tasks stay current with zero manual work. Your sales team spends more time selling and less time doing admin.
In Zapier, set Fathom as the trigger app and select 'Meeting Completed' as the trigger
Add a filter step so only calls tagged as 'sales' or with a deal name trigger the workflow
Set Pipedrive as the destination and choose 'Update Deal' as the action
Map Fathom's summary to the Pipedrive deal notes field and action items to Pipedrive activities
Test with a real sales call and confirm the Pipedrive deal updates shortly after the call ends
Create a free account to get the steps written out for your tools, click by click.
Create a free accountKeep every deal record accurate and up to date so your sales team spends less time on CRM updates and closes deals faster.
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