Integrate Membrain with Fathom to automatically sync recorded meeting summaries into Membrain as structured notes.

Eliminating manual note‑taking and ensuring critical insights are captured where your team works. With this integration, summaries include participant statistics, key topics discussed, defined next steps, and direct links to the full recording, making it easier to follow up effectively and maintain continuity across your sales processes.

Key Benefits:

  • Automatic Meeting Summaries: Fathom meeting records are synced into Membrain as rich‑text activities, saving time and keeping context at your fingertips.
  • Better Visibility into Conversations: Notes include participant talk times, topics, and next steps, giving sales teams clarity without re‑watching full meetings.

  • Linked Context: Each summary links back to the full Fathom recording and relevant moments, so reps can revisit specifics with ease.

  • Aligned Follow‑Up & Execution: By embedding summaries into the relevant prospects and sales projects, teams can act faster and with more insight.

What the Integration Includes:

  • Meeting Summary Sync: Automatically create Membrain activities from Fathom recordings whenever a meeting includes a contact tied to an active prospect, sales project, or account growth project.
  • Participant Matching: Participants are matched using email addresses so summaries land in the right place without manual effort

  • Structured Rich‑Text Notes: Summary activities include topics discussed, key insights, next steps, participant stats, and transcript snippets, organized for easy review.
  • Direct Recording Links: Activity notes contain direct links to the full Fathom meeting and specific moments, preserving context for efficient follow‑ups.
  • Auto‑Relate Logic: Membrain uses existing auto‑relate rules to link summaries to the appropriate CRM items.

With the Fathom Integration, your sales and operations teams can ensure meeting insights are automatically captured and consistently connected to the right sales records, reducing administrative burden, increasing coaching effectiveness, and enabling faster, more informed action after every call.

How to Get Started

You can set up the integration through System Setup (admin access required) by following the steps outlined in this Help Center article.

If you need assistance, our Customer Success Team is happy to help you get everything sorted.

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