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Fathom

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HubSpot

Give your team clean, structured CRM data without lifting a finger.

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Overview

Key Benefits

  • Eliminate manual notes and data entry: Stay focused on the conversation while AI meeting summaries, deal insights, and action items sync automatically to your HubSpot properties.
  • Seamless handoffs and accurate forecasting: Deal updates, follow-ups, and next steps flow seamlessly into HubSpot, giving cross-functional teams shared visibility and leaders the data they need for effective forecasting and coaching.
  • Unlock the power of your meeting data: Capture customer needs, competitor mentions, and product feedback directly in HubSpot – turning everyday calls into strategic insights for the whole team. 

How to integrate with Fathom

  1. Go to Settings > Integrations in your Fathom workspace
  2. Select HubSpot > Connect
  3. Follow the prompts to sign in and authorize the connection
  4. Start syncing meeting summaries and tasks to your HubSpot records

Need more info? Check out this step-by-step guide to set up your Fathom + HubSpot integration

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