Meeting notes that write themselves into your CRM

🧰 Before you start

• A Fathom account (free tier)
• Zoom, Google Meet or Microsoft Teams
• Optional: HubSpot or Salesforce (you need admin access to connect)

🪜 Steps (tick as you go)

1. ☐
   1. Sign up to Fathom

   Go to fathom.ai and sign up with your work Google or Microsoft account.

2. ☐
   2. Connect your calendar

   Allow it to see your calendar so it knows which meetings to join.

3. ☐
   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. ☐
   4. Do a test call

   Start a meeting; Fathom joins and records. Afterwards you get a summary and action items.

5. ☐
   5. Connect your CRM

   In Fathom go to Settings > Integrations > HubSpot (or Salesforce) > Connect and sign in.

6. ☐
   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. ☐
   7. Tell participants

   Let people know the call is recorded; it's polite and often legally required.

💬 Prompts to copy

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.

🔗 Links

• Fathom CRM integrations: https://www.fathom.ai/integrations-crm
• Fathom Help: HubSpot: https://help.fathom.video/en/articles/448832

From https://usecasy.com/use-case/meeting-notes-crm/ · Guide checked 15 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).