Fathom Core Workflow B

Fathom Core Workflow: CRM Sync & Follow-Up

Prerequisites

• Approved CRM mapping, consent/recording policy, scoped credentials, owner, and synthetic test meeting data.

Output

• A reviewed Fathom-to-CRM follow-up workflow with explicit field mapping, consent/data controls, idempotency, and rollback/disable action.

Error Handling

Examples

Use a synthetic meeting summary and test CRM contact to verify field mapping, follow-up creation, and deduplication in development. Record only opaque IDs and outcomes; do not use customer recordings, transcripts, or contacts as a tutorial fixture.

Overview

Automate post-meeting workflows: sync meeting notes to CRM opportunities, send follow-up emails with action items, and maintain a meeting history database.

Instructions

Meeting-to-CRM Sync

def sync_meeting_to_crm(meeting: dict, crm_client):
    summary = meeting.get("summary", "")
    action_items = meeting.get("action_items", [])
    participants = meeting.get("participants", [])

    # Find matching CRM contact/opportunity by participant email
    for email in participants:
        contact = crm_client.find_contact(email=email)
        if contact:
            crm_client.log_activity(
                contact_id=contact["id"],
                type="meeting",
                subject=meeting["title"],
                body=f"Summary: {summary}\n\nAction Items:\n" +
                     "\n".join(f"- {a['text']}" for a in action_items),
                date=meeting["created_at"],
            )

Automated Follow-Up Email

def generate_followup_email(meeting: dict) -> str:
    actions = meeting.get("action_items", [])
    action_list = "\n".join(f"- {a['text']}" for a in actions)

    return f"""Hi team,

Thanks for the meeting: {meeting['title']}

Summary:
{meeting.get('summary', 'No summary available')}

Action Items:
{action_list if action_list else '- None recorded'}

Best regards"""

Meeting History Database

CREATE TABLE fathom_meetings (
    id VARCHAR PRIMARY KEY,
    title VARCHAR NOT NULL,
    created_at TIMESTAMP NOT NULL,
    duration_seconds INTEGER,
    summary TEXT,
    participant_count INTEGER,
    action_item_count INTEGER,
    synced_to_crm BOOLEAN DEFAULT FALSE,
    synced_at TIMESTAMP
);

Resources

• Fathom API Reference
• Fathom Integrations

Next Steps

For error troubleshooting, see fathom-common-errors.