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Laguzzi accounting firmIntegration · Meetings with Fathom
Meetings with Fathom: what was said with each lead, in their profile
LIA integrates with Fathom for meetings with leads on Google Meet, Zoom, Microsoft Teams and the other platforms Fathom supports. After every meeting, LIA saves the summary, action items and transcript in the lead profile. If it isn't sure which lead the meeting was with, it asks you and suggests one. The meeting can be seen by the sales rep and whoever has permission to supervise them.
What LIA does with Meetings (Fathom)
The meeting stops being the one moment that leaves no record.
Google Meet, Zoom and Teams
It works with the meeting platforms Fathom integrates with. The sales rep meets as usual.
Summary, action items and transcript
After the meeting, LIA saves the summary, agreed action items and transcript in the lead profile.
Every meeting, on its lead
LIA links the meeting to the lead. If it isn't sure, it asks you and suggests the most likely lead.
Seen by the right people
The meeting can be seen by the sales rep and whoever has permission to supervise them, such as their manager.
How it connects
Available for any company. A LIA engineer makes the connection during onboarding.
Fathom gets connected
The LIA engineer connects the company's Fathom account.
The meeting happens as usual
The sales rep and the lead meet on Google Meet, Zoom or Teams, with Fathom in the meeting.
Everything lands in the profile
After the meeting, the summary, action items and transcript are saved in the lead profile.
- It works with every meeting platform Fathom integrates with.
- LIA's permissions define who sees each meeting.
Each sales rep's calendar next to their leads: Google Calendar integration.
Other LIA integrations
They all end up in the same lead profile and the same reports by sales rep.
Corporate number through the official API and each sales rep's own number, in one inbox, with an AI that replies, alerts and calls.
What LIA doesInstagram direct messages in the same inbox as WhatsApp, answered by the AI and qualified.
What LIA doesMessages to the Facebook page land in the inbox as leads, answered by the AI, with an owner and alerts.
What LIA doesWeb chat
Your website chat handled 24/7 by the AI, by text or voice, asking for the details you choose and routing to a sales rep.
What LIA doesThe AI answers lead emails from Gmail, Outlook or any IMAP inbox, and every email is saved in the lead profile.
What LIA doesMeta lead forms
Every Facebook and Instagram lead form comes in as a lead and the AI reaches out right away.
What LIA doesPhone calls (Anura)
Click-to-call with Anura from LIA, with an extension per sales rep: every call recorded and transcribed in the lead profile.
What LIA doesGoogle Calendar
Each sales rep's calendar next to their leads, meetings booked from LIA, a WhatsApp reminder 24 h before and a follow-up 24 h after.
What LIA doesYour CRM or ERP
HubSpot, Salesforce, Zoho CRM, Kommo, Tokko, Microsoft Dynamics and any system with an API.
What LIA doesFrequently asked questions
Does LIA log Google Meet meetings?
Yes, with Fathom. After every Google Meet meeting, LIA saves the summary, action items and transcript in the lead profile.
Does it work with Zoom or Microsoft Teams?
Yes. It works with every meeting platform Fathom integrates with, such as Google Meet, Zoom and Microsoft Teams.
Who can see the meeting?
The sales rep who had it and whoever has permission to supervise them, for example their manager.
What if LIA doesn't know which lead the meeting was with?
It asks you and suggests the most likely lead, so the meeting ends up in the right profile.
We'll show you how it would work with your team
In a demo we set up your company's case and show you what the manager sees and what each sales rep does.
