How to integrate Fathom with 4Degrees using Zapier

If your team uses Fathom to record and transcribe calls, you can automate the process of pushing meeting summaries and action items into 4Degrees using Zapier. This integration allows you to streamline meeting follow-up by automatically creating notes or reminders in 4Degrees every time a call is completed in Fathom.

What You’ll Need

A Zapier account (free or paid)
A Fathom account (Team or Premium plan required for Zapier)
A 4Degrees account with Zapier access enabled

What This Integration Can Do

You can set up a Zap that:

Triggers when a new call summary or transcript is created in Fathom
Creates a new note or reminder in 4Degrees
Optionally notifies your team via Slack or email

Step-by-Step Setup

1. Create a New Zap in Zapier

Trigger: Choose Fathom as the app
Event: Select New Meeting Summary or New Transcript
Connect your Fathom account and test the trigger

2. Add an Action

App: Choose 4Degrees
Action Event: Choose Create Note or Create Reminder
Connect your 4Degrees account

3. Map Fields

Use data from the Fathom summary to populate 4Degrees fields:

Note content: Use Fathom’s summary, transcript, or AI action items
Contact or Deal: Map this to the appropriate 4Degrees record (if available)
Reminder Date (optional): Use the meeting date or follow-up suggestion

4. Test & Publish

Once you test the Zap successfully, turn it on. Fathom calls will now automatically generate notes or reminders in 4Degrees.

Best Practices

Create a dedicated Call Notes list or tag in 4Degrees
Use 4Degrees reminders to prompt follow-up tasks post-meeting
Standardize tag naming conventions for consistency

Alternative Note-Taking Tools with Zapier Support

If Fathom doesn’t suit your needs, here are alternatives:

Tool	Key Features	Zapier Support	Notes
Fireflies.ai	AI call summary, speaker separation	✅	Ideal for internal + client meetings
Grain	Shareable highlights, video reels	✅	Best for post-call storytelling
Otter.ai	Live transcription, keyword search	✅	High transcription accuracy

FAQs

Do all teammates need to set up the Zap individually?
Yes, Zapier will only pull summaries from the Fathom account it is connected to. Each teammate should set up their own Zap if syncing personal calls.
Can I sync Google Meet recordings directly?
Not directly via Zapier at this time. Instead, record the meeting via Fathom or upload to Fathom post-call for automated summary and sync.

Need Help?

We're happy to help you get started or troubleshoot your Zap. Just email us at support@4degrees.ai