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Overview

The Fathom integration syncs call recordings into Quivly. Calls are automatically matched to customers by participant email domain.

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What Syncs

Object: Meetings Each meeting includes:
  • Full transcript with speaker identification
  • Date, duration, participants, meeting title
  • AI-generated summary and highlights
  • Action items and follow-ups
  • Team and team member information
Sync frequency: Every 30 minutes Historical data: Last 6 months on initial sync

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Prerequisites

  • Fathom account with admin access to generate an API key
  • Call recordings already available in Fathom

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Setup

1

Set up integration

Go to Settings → Integrations, find Fathom in the Call Recordings section, and click Set Up Integration.
2

Generate API key

Log in to your Fathom account, click Settings, scroll down to API Access, and create a new API key.
3

Enter API key

Paste your Fathom API key into Quivly when prompted.
4

Select objects and fields

Choose the meeting data you want to sync and select the specific fields to integrate with Quivly.
5

Install the integration

Click Install to complete the setup and begin the integration process.
6

Monitor progress

Navigate to the Logs tab to see when your meeting data starts flowing in and monitor sync progress.