From the moment a call finishes recording, the agent reads the transcript, maps what was discussed to the right HubSpot fields, and updates the record, with no rep involved.
After every sales call, reps had to manually navigate 130+ fields across HubSpot to find and update the relevant ones, cross-referencing their notes to fill in the right information for each client. The process was tedious, error-prone, and consuming 45–60 minutes of a rep's time per call. CRM data was often incomplete or inconsistent as a result.
An AI agent that activates the moment a Fathom call recording is transcribed. It reads the transcript, identifies the relevant information from the conversation, maps it to the correct HubSpot fields, and updates them automatically, with no rep involvement required. Built iteratively with direct feedback from the sales team to ensure the outputs matched their exact workflow.
Sales reps no longer touch HubSpot after a call. Fields are populated accurately within minutes of the recording finishing, giving the team cleaner CRM data and more time focused on selling rather than data entry.