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Fathom Integration

Written by Vaishnavi [Enterpret]

Fathom records, transcribes, and summarizes customer meetings. The Fathom integration lets Enterpret pull those meeting recordings and speaker-level transcripts on a recurring sync schedule, then turn them into analyzable feedback in your Enterpret dashboard.

Each synced Fathom meeting becomes an audio recording record in Enterpret. The transcript is treated as feedback content, while meeting details such as title, recording time, Fathom link, recorder, and calendar participants are used as metadata for filtering, attribution, and context.

When to Use the Fathom Integration

Use this integration when your team wants to analyze customer calls recorded in Fathom without manually exporting transcripts, uploading CSVs, or writing meeting notes by hand.

Common use cases include:

  • Bringing sales, success, research, and support call transcripts into Enterpret.

  • Making meeting transcripts searchable across your feedback repository.

  • Discovering themes from customer conversations.

  • Connecting meeting feedback to accounts and customer segments.

  • Surfacing Fathom conversations in Enterpret workflows such as Reasons and Pulse.

Prerequisites

Before connecting Fathom, make sure you have:

  • A Fathom account with access to the meetings you want to sync.

  • A Fathom API key from the user whose accessible meetings should be synced.

  • Administrator access in Enterpret.

  • Access to the Enterpret Integrations page, or the Add Feedback Sources page if your tenant is still in onboarding.

You can review Fathom's API quickstart here: https://developers.fathom.ai/quickstart.


Getting Started

Create a Fathom API Key

  1. In Fathom, open your user settings.

  2. Go to the API access section.

  3. Generate a new API key.

  4. Copy the API key and store it somewhere secure until you add it to Enterpret.

Treat the API key like a password. Do not paste it into shared documents, tickets, or chat threads. If the key is accidentally exposed, rotate it before using the integration.

Connect Fathom in Enterpret

  1. Go to the Integrations page in your Enterpret dashboard: https://dashboard.enterpret.com/your-company/settings/integrations/

  2. Click + New Integration.

  3. Search for Fathom.

  4. Select the Fathom integration.

  5. Paste your Fathom API key.

  6. Add a clear display name for the integration.

  7. Save the integration.

If your tenant is still in onboarding, use the Add Feedback Sources flow instead: https://dashboard.enterpret.com/your-company/onboard-tenant/add-integrations.

After the integration is created, Enterpret starts syncing Fathom meetings on the standard integration schedule.

What Gets Synced

Enterpret syncs Fathom meeting recordings and transcripts as audio recording feedback records.

For each meeting, Enterpret captures:

  • Fathom recording ID.

  • Meeting title and timestamps.

  • Fathom share link when available.

  • Speaker-level transcript text.

  • Speaker timing when available.

  • Recorder and calendar participant metadata.

  • Transcript language and other available meeting metadata.

Enterpret uses the transcript and meeting metadata for analysis. Fathom summaries and Fathom action items are not imported as separate structured fields.

How Speaker Attribution Works

Enterpret uses Fathom meeting metadata to classify transcript speakers as either internal team members or external users.

In general:

  • The meeting recorder is treated as an internal participant.

  • Calendar invitee metadata is used to identify whether a speaker is internal or external.

  • Speakers marked as external are treated as users.

  • If Enterpret cannot confidently classify a speaker, the transcript is still synced and available for analysis.

Accurate calendar invitee data in Fathom helps improve speaker attribution and account context in Enterpret.

Permissions and Meeting Access

Because Fathom API keys are user-scoped, the key you use determines which meetings Enterpret can access.

A Fathom API key can sync:

  • Meetings recorded by the key owner.

  • Meetings shared directly with the key owner.

  • Meetings shared with the key owner's Fathom Team.

A Fathom API key cannot sync:

  • Private meetings owned by other users unless those meetings are shared appropriately.

  • Meetings outside the key owner's access scope.

For best coverage, use a Fathom user whose meeting access matches the set of customer conversations you want in Enterpret. If your team relies on shared meeting access, confirm your Fathom sharing and view permissions before connecting the integration.

Re-authorizing or Rotating the API Key

If your Fathom API key is rotated, revoked, or expires, you can update it in Enterpret without recreating the integration.

  1. Open the Fathom integration in Enterpret.

  2. Choose the re-authorization or update credentials option.

  3. Paste the new Fathom API key.

  4. Save the integration.

For security, Enterpret stores the API key encrypted and does not show it again after it has been saved.


Troubleshooting

Fathom Does Not Appear in the Integrations List

If you do not see Fathom as an available integration, contact your Enterpret Customer Success Manager or Enterpret Support. The integration may need to be enabled for your tenant.

Meetings Are Missing From Enterpret

Check that the API key owner can access those meetings in Fathom. If the missing meetings were recorded by other users, confirm they are shared with the key owner or with the key owner's Team.

Also confirm that the meeting has a transcript available in Fathom. Meetings without accessible transcripts may not produce useful feedback records in Enterpret.

The Integration Shows an Authentication Error

Authentication errors usually mean the API key is invalid, expired, revoked, or missing access to the requested meetings.

To resolve this:

  1. Generate a fresh Fathom API key.

  2. Update the Fathom integration credentials in Enterpret.

  3. Confirm that the key owner has access to the meetings you expect to sync.

New Meetings Are Delayed

Fathom meetings are pulled into Enterpret on the standard sync schedule. If a recent meeting does not appear immediately, wait for the next sync cycle. If the meeting still does not appear after the expected sync window, contact Enterpret Support.

Speaker Attribution Looks Incorrect

Speaker attribution depends on Fathom's recorded-by and calendar invitee metadata. If speakers are mislabeled, check that the meeting invite includes the right participants and that Fathom has the correct internal and external participant information.

Best Practices

Use the Right Fathom Account

Use an API key from a Fathom user with access to the customer conversations you want to analyze. If possible, use a shared operational account or a team-level process so access does not depend on one person's private meeting visibility.

Keep the API Key Secure

Treat the Fathom API key like a password. Do not paste it into shared documents, tickets, or chat threads. Rotate the key if it is accidentally exposed.

Confirm Sharing Permissions Before Rollout

Before relying on the integration for reporting, verify that important customer meetings are shared in Fathom and visible to the key owner. This prevents silent gaps where private meetings are not available to the API.

Review Synced Data After Setup

After the first sync, review a few Fathom records in Enterpret to confirm that transcripts, meeting links, timestamps, and participant attribution look correct.


Getting Help

If you need help setting up or troubleshooting the Fathom integration, contact Enterpret Support.

Support channels:

When contacting support, include the integration name, a sample Fathom meeting link if available, and a short description of what you expected to sync.

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