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Syncing meeting video, transcripts, summaries and actions with HubSpot

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ย  |ย  Published: February 26, 2025

Bring meeting insights into your CRM to maximize deal velocity.

Did you know you can use ๐˜ˆ๐˜ ๐˜ต๐˜ฐ ๐˜ข๐˜ถ๐˜ต๐˜ฐ-๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ณ๐˜ฅ ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜ฎ๐˜ฆ๐˜ฆ๐˜ต๐˜ช๐˜ฏ๐˜จ๐˜ด and push it into a contactโ€™s record in HubSpot?

Plus it can also ๐˜ข๐˜ถ๐˜ต๐˜ฐ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ค๐˜ข๐˜ญ๐˜ญ๐˜บ ๐˜ค๐˜ณ๐˜ฆ๐˜ข๐˜ต๐˜ฆ ๐˜๐˜ถ๐˜ฃ๐˜š๐˜ฑ๐˜ฐ๐˜ต ๐˜ต๐˜ข๐˜ด๐˜ฌ๐˜ด based on the meetingโ€™s outcomes.

We recently helped a client implement a ๐…๐š๐ญ๐ก๐จ๐ฆ-๐‡๐ฎ๐›๐’๐ฉ๐จ๐ญ integration thatโ€™s having a big impact.

Fathom works with Zoom, Google Meet, and Teams meetings.

Some findings so far:

  1. Itโ€™s a technical snap to integrate Fathom with HubSpot and start bringing in data.
  2. The best use case is with Discovery and Customer calls, as opposed to shorter Connect calls.If you donโ€™t know the prospect at all, itโ€™s awkward to have a third Fathom participant joining a meeting.Plus on a short call there usually isnโ€™t tons of information worth capturing.
  3. While the summaries are nice, they typically arenโ€™t 100% accurate for specialized industries.Right now this is not good enough to be sent as a recap to this companyโ€™s prospects without significant editing.
  4. Related to this point above, the reps still have to track their own notes and takeaways.The delta between the generated tasks and what the rep needs to do is still pretty wide.
  5. Fathom’s biggest value thus far is for longer, detailed Discovery or Client calls.Having verbatims that you can easily search for, along with links to that exact moment in the meeting, is a big time saver.

๐–๐จ๐ฎ๐ฅ๐ ๐ฐ๐ž ๐ซ๐ž๐œ๐จ๐ฆ๐ฆ๐ž๐ง๐ ๐ข๐ง๐ญ๐ž๐ ๐ซ๐š๐ญ๐ข๐ง๐  ๐…๐š๐ญ๐ก๐จ๐ฆ ๐ฐ๐ข๐ญ๐ก ๐ฒ๐จ๐ฎ๐ซ ๐‡๐ฎ๐›๐’๐ฉ๐จ๐ญ ๐ข๐ง๐ฌ๐ญ๐š๐ง๐œ๐ž?

Itโ€™s absolutely worth an exploration.

The price and technical barriers are low, the risk is minimal, and there is a big upside.

Just be thoughtful on your companyโ€™s use case before you get started.