Pipedrive Fathom

Pipedrive + Fathom Integrations

Put Pipedrive + Fathom to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Pipedrive and Fathom below — describe the exact one you want above and the Agent builds it on demand.

Pipedrive + Fathom When a new highlight is created in Fathom, log it as an activity or note on the corresponding deal in Pipedrive.
Log call notes to CRM deal records When a new AI summary is generated in Fathom, automatically log the meeting activity under the corresponding lead record in Pipedrive. See details
Update deal stages based on meeting outcomes When new follow-up tasks are captured in Fathom, automatically update the deal stage in Pipedrive to reflect sales progress. See details
Upload recorded sales calls for key new leads When a new lead is created in Pipedrive, automatically upload relevant audio or video to Fathom to prepare automated transcripts and call insights. See details

Browse the full workflow library →

Looking to achieve something else with Pipedrive and Fathom?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Pipedrive and Fathom

Everything Pipedrive and Fathom can do inside a workflow — the triggers that start one and the actions that run when it fires.

Pipedrive Explore Pipedrive →

Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.

Triggers
Activity Matching Filter

Triggers when an activity newly matches a Pipedrive filter for the first time.

New Activity

Triggers when a new activity is created.

Deal Matching Filter

Triggers when a deal newly matches a Pipedrive filter for the first time.

New Deal

Triggers when a new deal is created.

New Lead

Triggers when a lead is created.

New Comments in Notes

Triggers when a new comment is added to a note.

Actions
Add Discount to Deal

Adds a discount to an existing deal.

Add Label to Person

Adds an existing label to an existing person.

Add Product to Deal

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Add Product Variation

Add product variation to a product.

Create Activity

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Create Deal

Creates a new deal.

Fathom Explore Fathom →

An AI meeting assistant that records, transcribes, and summarizes video calls for individual professionals and teams.

Triggers
New Action Item

Triggers when there's a new action item from a meeting.

New AI Summary

Triggers when there's a new AI summary from a meeting.

New Download Video

Triggers when a meeting recording is available for download.

New Highlight

Triggers when there's a new highlight from a meeting.

New Recording

Triggers when there's a new meeting recording.

New Transcript

Triggers when there's a new transcript from a meeting.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Pipedrive + Fathom

Is there a pre-built Pipedrive + Fathom automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Pipedrive and Fathom's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Pipedrive or Fathom connector?

No. The Agent works whether or not Pipedrive or Fathom already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Fathom with Pipedrive help sales teams?

Integrating Fathom with Pipedrive eliminates manual note-taking and CRM data entry by logging meeting summaries and follow-ups directly into client records right after calls finish.

Will meeting notes automatically associate with existing contacts?

Yes, when an AI summary or meeting transcript is produced in Fathom, it automatically creates or updates contact records and logs sales activity in Pipedrive.

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