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Fathom

The Fathom connection uses OAuth to import meeting summaries and transcripts from Fathom into FunnelStory for meetings and AI-ready context on accounts.

What FunnelStory uses it for

  • Meetings — Fathom recordings and summaries sync per built-in meeting behavior.

Before you connect

  • A Fathom admin must allow the FunnelStory integration and the signing user must have access to the meetings you want synced.

Add the connection in FunnelStory

  1. Open Configuration → ConnectionsAdd connection, then choose Fathom.

  2. Complete the fields in the connection form:

Fathom connection / OAuth step

FieldDescription
Connection nameDisplay name.
  1. Complete OAuth in the browser, then Validate / Add Connection in FunnelStory as prompted.

After you connect

Once you’ve added the Fathom data connection, a Meeting Model will be automatically created for you.