Fathom

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What Fathom adds to Halo

Fathom is an ingest-only integration: Use this if your team uses Fathom for sales calls, customer success calls, or technical demos and you want the AI to draw on what was said. Connect at Integrations > Fathom.

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Setup

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Connecting

Fathom uses API key auth:

1. In Fathom, generate an API key (Settings > Developers).
2. In Halo, click Connect Fathom.
3. Paste the key and submit.

Halo validates the key against Fathom’s GET /meetings?limit=1 endpoint, encrypts and stores it, and automatically creates a Fathom webhook pointing at your org’s webhook URL.

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Webhook

Webhook URL (auto-registered): {appUrl}/api/integrations/fathom/webhook/{orgId} The webhook is configured to send transcript, summary, and action items in the payload. Verification uses Svix-style headers (the secret may be in whsec_... format). When a webhook arrives, Halo enqueues a fathom/meeting.received event for processing.

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Disconnecting

Disconnecting removes the API key from Halo and attempts to delete the Fathom webhook.

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Ingest mode

When ingest is on, Halo syncs:

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Customer matching

Halo matches Fathom attendees against your end_users and companies by email. Matched meetings show up on the customer’s profile and feed the AI as customer-scoped context.

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Sync behavior

• First connect: triggers an immediate fathom/sync.requested (source: manual) for recent meetings
• Cron: hourly background sync (cronSync: true)
• Webhook: real-time on meeting completion
• Manual sync: button on the integration detail page

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Knowledge contributions

Like Zoom, Fathom transcripts are distillable. Use Learning Rules to focus distillation on what matters to your team:

• Customer feedback
• Action items
• Product asks
• Renewal signals

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Where to go next