Fathom call summaries, where the account team can see them
Summaries from Fathom arrive automatically and file against the client whose people were on the call.
Recordings nobody opens
Call summaries are useful, but only if the people working on the account read them. In a recording tool, most of them never do.
Connect Fathom and each summary lands on the client’s record in Rofinery.
What the Fathom integration does
Summaries come in and find the right client.
Matched by attendees
Summaries are matched by attendees' email addresses, then by their company domain
Your team ignored
Your own team's addresses and free email providers aren't used for matching
No API key needed
The webhook carries the whole meeting, so summaries arrive without an API key
Updates follow
When a summary changes, the note in Rofinery updates
Shared meetings
Meetings owned by or shared with the connected account come through
Nothing lost
Summaries that don't match a client are kept for your team
Questions about Fathom
Meetings owned by, or shared with, the Fathom account that created the webhook.
They're kept for your team instead of being filed against a client, so nothing's lost.
Get call summaries in front of the team
Or see where summaries end up.