The Fathom integration allows you to automatically sync meeting summaries from Fathom into Membrain as rich-text notes. These notes include participant statistics, key insights, and direct links to meeting content, making it easier to keep track of important conversations and follow up effectively within your sales workflow.
This guide explains how the integration works, how to set it up, and how to find and use the synced notes in Membrain.
When a meeting is recorded in Fathom and includes a Contact who is a stakeholder in an active Sales Project, Account Growth Project, or Prospect, Membrain will automatically create a rich-text note. The note is saved as an Activity and linked to the relevant item according to your system's auto-relate settings.
Each note contains a summary of the meeting, a list of participants and their talk times, topics discussed, defined next steps, and a transcript. It also includes a link to the full meeting in Fathom, as well as direct links to the moments when each topic or next step was discussed.
Since these notes will all be created with the same Activity Type, you are able to quickly review any fathom summary by filtering by its activity type easily in activity lists.
The Fathom integration requires two steps: initial configuration by an administrator, and individual setup by each user who wants to sync their Fathom meetings.
Administrators begin by enabling the integration in System Setup under Integrations. Once in the Fathom Integration settings, authenticate using a Fathom API key and configure what to sync.
From there, in the what to sync section of the settings tab, You can select which Processes the integration should apply to, such as Sales Projects, Prospects, or Account Growth Projects. You can also choose to exclude specific users, which is useful for avoiding internal meetings from being captured. Finally, you can select an Activity Type that will be applied to the notes created by the integration. This Activity Type makes it easier to filter and manage Fathom notes across the system.
After the admin configuration is complete, each user must connect their individual Fathom account by providing their personal API key under the integrations tab in the my settings page. This step ensures that meetings recorded in Fathom by that user are included in the sync.
Participants are matched using their email addresses from Fathom and compared with Contacts in Membrain. The system then uses your existing auto-relate logic to determine which project or process the note should be linked to.
If no stakeholder match is found, or if the meeting does not include any Contacts related to active Sales Projects, Account Growth Projects, or Prospects, no note will be created.
Fathom notes are saved as Activities, and their visibility is determined by the permissions of the user. Users can only see Fathom notes if they have permission to view other user’s activities.
To find Fathom notes in Membrain, go to the Activities list and use filters to narrow the results. During setup, an Activity Type is assigned to Fathom notes. You can filter by this Activity Type to see only notes created by the Fathom integration. Additional filters such as date, related project, or participant can be used to narrow the list further.
The integration begins syncing meetings only after setup is complete. Past meetings are not imported retroactively. Only meetings going forward will be synced, and only if they meet the criteria described above.
This integration simplifies the process of capturing and reviewing meeting data. It brings key insights from recorded conversations directly into Membrain, helping teams stay aligned, improve coaching, and take faster action. By connecting detailed call summaries to the correct sales items automatically, the integration reduces manual work and makes critical information more accessible.
If you need assistance with setup be sure to contact support@membrain.com.
