⚡ One-click install
Checked install page (app stores, official sites and template pages): tap to get it straight away.
🧰 Before you start
- A Fathom account (free tier)
- Zoom, Google Meet or Microsoft Teams
- Optional: HubSpot or Salesforce (you need admin access to connect)
🪜 Step by step
- 1☐
Sign up to Fathom
Go to fathom.ai and sign up with your work Google or Microsoft account.
- 2☐
Connect your calendar
Allow it to see your calendar so it knows which meetings to join.
- 3☐
Install for your meeting app
For Google Meet, add the Chrome extension (button on this page). For Zoom, add Fathom from the Zoom App Marketplace.
- 4☐
Do a test call
Start a meeting; Fathom joins and records. Afterwards you get a summary and action items.
- 5☐
Connect your CRM
In Fathom go to Settings > Integrations > HubSpot (or Salesforce) > Connect and sign in.
- 6☐
Check it lands in the right record
After your next client call, open the contact in your CRM and confirm the notes are there.
- 7☐
Tell participants
Let people know the call is recorded; it's polite and often legally required.
💬 Copy-paste prompts
Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.
Here is the transcript/summary of my call with [client]: [paste]. Write: (1) a 5-bullet summary, (2) action items with owner and deadline, (3) a friendly follow-up email in British English confirming next steps, (4) any risks or objections I should address.
⚠️ Tips & common mistakes
- Always tell people you're recording.
- Spend 1 minute checking the summary before it goes to the CRM.
- Use consistent contact emails so notes match the right record.