Save 4 hours/week across your sales team on CRM updates and close deals 1 week faster by keeping every deal record accurate and up to date.
~4 hrs
Saved / wk
Medium
Setup
AI-Powered
AI
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.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
AI Status
Step 1: In Zapier, set Fathom as the trigger app and select 'Meeting Completed' as the trigger
Step 2: Add a filter step so only calls tagged as 'sales' or with a deal name trigger the workflow
Step 3: Set Pipedrive as the destination and choose 'Update Deal' as the action
Step 4: Map Fathom's summary to the Pipedrive deal notes field and action items to Pipedrive activities
Step 5: Test with a real sales call and confirm the Pipedrive deal updates within 5 minutes of the call ending
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See PlansFathom is an AI meeting assistant that records, transcribes, and summarizes video calls on Zoom, Google Meet, and Teams. Pulls out action items, decisions, and key topics so you focus on the conversation instead of taking notes. Free: unlimited recording and AI summaries. Standard: $32/user/month for team and CRM features.
Pipedrive is best for small sales teams that need a clear, visual way to track deals from first contact to close. You get a drag-and-drop pipeline board that shows exactly where every deal stands, so nothing falls through the cracks. It also automates follow-up emails and reminders, so your team spends more time selling and less time on admin. With built-in AI tools and 500+ app integrations, Pipedrive grows with your business without getting complicated.
