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What Fathom adds to Halo

Fathom is an ingest-only integration:
ModeWhat it does
IngestSync meeting transcripts, summaries, action items, and attendee insights from Fathom. Transcripts are matched to known customers and become searchable knowledge.
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:
DataWhere it lands
Meetingsmeetings table with provider: fathom, linked to customers via attendee email matching
Transcripts + summaries + action itemsIndexed under fathom:
Distilled contentOptional summarization adds distilled:fathom: entries

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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

Zoom

Alternative meeting recorder with the same behavior.

Learning Rules

Filter what gets learned from transcripts.