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Fathom Integration

Connect Fathom so meetings your team already records on Zoom, Google Meet, or Teams get analyzed inside Salescadia — AI summary, coaching score, talk-time analytics, and CRM activity, on the right contact. Works on any Fathom plan, including Free.

In this guide

  1. 1. What it does
  2. 2. How to connect
  3. 3. How meetings are matched to a contact
  4. 4. What analysis you get on each call
  5. 5. Import all your past meetings
  6. 6. Data we access, and what we store
  7. 7. Troubleshooting

1What it does

Fathom is your notetaker. Salescadia is your sales-intelligence layer. Connecting them means every sales call Fathom transcribes — on Zoom, Google Meet, or Microsoft Teams — flows into Salescadia and gets the full analysis: AI summary, coaching score, talk-time analytics, and a logged CRM activity on the matching contact, with suggested tasks and draft follow-up emails.
  • Keep your meeting stack. Nothing changes about how your team runs calls. No new video tool, no manual upload.
  • One-click setup. Paste your Fathom API key and click Connect — Salescadia registers the webhook on your Fathom account automatically. There is no URL to copy back into Fathom.
  • Works on any Fathom plan. Fathom's API is available on every tier, including Free — so you can try this without upgrading anything.
  • Backfill your history. One click imports every past Fathom meeting so old calls get the same treatment.

2How to connect

  1. In Fathom, go to Customize → API Access and copy your API key.
  2. In Salescadia, open Settings → Integrations and find the Fathom card. Paste the key and click Connect.
  3. That's it. Salescadia verifies the key against Fathom, then registers the webhook on your Fathom account via their API — no copy-paste step. The card confirms "Webhook registered on Fathom."
  4. Click Import all my meetings once to pull in past calls. From here on, every new transcribed meeting flows in automatically.
The API key is verified, stored server-side, and never displayed again. Disconnect any time — Salescadia deletes the webhook on Fathom's side and deactivates the key locally.

3How meetings are matched to a contact

Fathom gives us the calendar invitee list per meeting, and it flags which attendees are external. Salescadia matches:
  • the rep = the person who recorded the meeting (or the first attendee whose email matches a Salescadia team member);
  • the prospect = the first attendee Fathom flags as external (find-or-create by email, so we never duplicate a contact you already have).
Internal-only meetings are recognized directly from Fathom's own flag and skipped — they are not sales calls, so there is nothing to analyze. Fathom also pre-matches each transcript line to a specific attendee's email, so rep-vs-prospect labeling on the transcript itself is unusually accurate. Each imported meeting shows a Fathom badge in the contact's Recordings list so its source is obvious.

4What analysis you get on each call

Exactly what you get today on a Salescadia-native call:
  • AI summary — key points, action items, buying signals, objections, next steps, sentiment.
  • Coaching score — overall + per-dimension (drive, composure, listening, objection handling, selling style), with wins/misses and quick improvements.
  • Talk-time analytics — talk ratio, question count, interruptions, filler words, rapport and chemistry.
  • CRM activity — logged on the contact and any attached deal, with suggested follow-up tasks and draft follow-up emails ready to send.
See Meeting Notes & Intelligence for how these surfaces work.

5Import all your past meetings

The connect card has an Import all my meetings button. It pulls your entire Fathom history page by page and analyzes each meeting. Already-imported meetings are skipped instantly on retry, so you can close the browser tab mid-import and re-click safely — it resumes where it left off. One scope note: Fathom API keys are user-scoped — the key sees your recordings plus meetings shared with you or your team. If your reps don't share their recordings to the team in Fathom, connecting one admin key won't pull their calls. Have reps turn on team sharing in Fathom for full coverage.

6Data we access, and what we store

Salescadia reads from Fathom with the key you paste:
  • Meetings + transcripts — the utterances and speaker names, used for analysis.
  • Calendar invitees — name, email, and Fathom's external/internal flag, so we can match the meeting to the right contact and rep.
The webhook Salescadia registers on your Fathom account includes a signing secret; incoming webhooks are verified against it. Salescadia does not modify your Fathom recordings. The API key is stored server-side and never returned to the browser after save.

7Troubleshooting

  • "That Fathom API key was rejected" — regenerate the key at Customize → API Access and paste again.
  • A meeting didn't show up — check it had at least one external attendee (internal-only meetings are skipped) and that Fathom finished processing it (transcripts lag the meeting end by a few minutes). Re-run Import all my meetings; already-imported meetings are skipped so this is safe.
  • A teammate's meetings aren't appearing — Fathom keys are user-scoped. The teammate needs to share their recordings with your Fathom team, or connect from an account that can see them.
  • Wrong rep on the meeting — Salescadia matches the recorder/attendee whose email is a Salescadia team member. Make sure your reps' Fathom emails match their Salescadia team-member emails.

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