Fathom Integration with HubSpot

Fathom records and transcribes video calls, then surfaces AI-generated summaries and action items. Connecting it to HubSpot ensures call notes land in the CRM rather than staying siloed in Fathom's own dashboard.

Current State of the Integration

Fathom has a native HubSpot integration available in the HubSpot App Marketplace. Once connected, it is granted permissions to read and write to contacts, companies, deals, tasks, and engagements.

The integration does not automatically push every call into HubSpot. Syncing is currently a manual, per-call action:

1. Open the call recording in Fathom.
2. Click Sync to CRM (the HubSpot icon appears next to the recording).
3. Fathom pushes the AI summary and relevant metadata to the associated HubSpot record.

This is low-friction but requires intentional action after each call. There is no "sync all" bulk option at this time.

Evidence: BluePoint ATM had already connected Fathom to HubSpot on their own. During the review session, Wade demonstrated the Sync to CRM button and noted it was manual but straightforward. — ^[1]

What Gets Synced

According to the Fathom marketplace listing, the integration can sync:

• AI-generated call summaries → HubSpot deal properties or engagement records
• Action items flagged during the call
• Call participants (matched to existing contacts by email)

Note: Fathom's AI summary captures the gist of a call but can miss context. The full transcript is more reliable for detailed recall. A recommended practice is to copy the full transcript into a Google Doc or similar store and use an AI tool (e.g., ChatGPT) to search across multiple calls later.

Setup Steps

1. Connect the app — In HubSpot, go to Settings → Connected Apps and search for Fathom. Authorize the connection.
2. Verify permissions — Confirm Fathom has read/write access to contacts, companies, deals, tasks, and engagements.
3. Enable sync per user — Each HubSpot user who uses Fathom should open a call recording and confirm the Sync to CRM button is visible and functional. A logout/login may be required after initial connection.
4. Sync calls — After each recorded call, open the Fathom recording and click Sync to CRM.

Locating Synced Notes in HubSpot

Once synced, call summaries appear in the Activity timeline of the associated contact or deal record. HubSpot's built-in AI assistant (the chat icon in the top navigation) can also be used to search across synced call notes — useful for finding something discussed weeks ago without manually scrolling through records.

Limitations & Workarounds

Related Articles

• ^[2] — Phone call recording, attribution, and HubSpot sync
• ^[3] — LinkedIn contact data inside HubSpot records
• ^[4] — Automating follow-up sequences triggered by CRM activity