Individual skill
fathom-core-workflow-b
Sync Fathom meeting data to CRM and build automated follow-up workflows. Use when integrating Fathom with Salesforce, HubSpot, or custom CRMs, or creating automated post-meeting email summaries. Trigger with phrases like "fathom crm sync", "fathom salesforce", "fathom follow-up", "fathom post-meeting workflow".
skills/.curated/fathom-core-workflow-b/SKILL.md
Source commit 0500b275e963c027f6b410e8c49c0446945c574e
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- Last checked
- Nov 12, 2026
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- Repository stars (not skill ratings)
- 2,916
- Repository last updated
- Nov 12, 2026
- License
- MIT
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
- devops Repository topic
- mcp Repository topic
- ai-agents Repository topic
- anthropic Repository topic
- claude-code-plugins Repository topic
- developer-tools Repository topic
- llm Repository topic
- saas Declared skill tag
- meeting-intelligence Declared skill tag
- ai-notes Declared skill tag
- fathom Declared skill tag
- sales Derived category
- productivity Derived category
- productivity-notes Derived category
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# Fathom Core Workflow: CRM Sync & Follow-Up
## Prerequisites
- Approved CRM mapping, consent/recording policy, scoped credentials, owner, and synthetic test meeting data.
## Output
- A reviewed Fathom-to-CRM follow-up workflow with explicit field mapping, consent/data controls, idempotency, and rollback/disable action.
## Error Handling
| Condition | Safe response |
|---|---|
| CRM record maps incorrectly | Pause sync, correct the field mapping, and validate with a synthetic record before replay. |