# Fathom: calls land on the contact

_Calendar & Scheduling_

Connect your Fathom account and every call you record in Fathom shows up in CRMown: a meeting with Fathom's summary, transcript, action items and a "Watch in Fathom" link, on the timeline of every outside person who was on the call. Open action items become tasks. Past calls can be imported too.

## Steps
1. In Fathom, open Settings > API Access and create an API key. Each person connects their own key: a key only sees its owner's calls (and calls shared with them).
2. In CRMown go to Settings > Integrations. Under Business Integrations, find the Fathom card and click "Connect Fathom".
3. Paste the API key, check "Your Fathom email" (the address you sign in to Fathom with) and click "Connect". CRMown checks the key and asks Fathom to send each new call to your workspace. The card then says "Live".
4. Record a call in Fathom as usual. About a minute or two after Fathom sends its summary email, the call appears under Meetings and on the contact.
5. To bring in older calls, click "Import past calls" on the Fathom card, choose Last 30, 90 or 180 days (or Custom) and click "Start import". A progress bar shows how far it is; you can leave the page. When it finishes, the import is listed in Settings > Data > Imports.
6. Open a contact to see the new Meetings card, or click "Open meeting" on the "Meeting recorded (Fathom)" timeline entry.

## Tips
- Every outside person on the call (from the Fathom calendar invite) is matched to a contact by email. Anyone who isn't a contact yet is added with source "fathom", assigned to you, as long as "Create contacts from meetings" is on (it is by default). Your teammates, people on your own company domain and room or calendar robot addresses are never added.
- "Create contacts from meetings" is a workspace setting on the Fathom card. Only an Owner or Admin can turn it off; existing contacts are still linked to the meeting when it is off.
- Fathom's open action items become CRMown tasks, due two business days later. An item assigned to a teammate goes to that teammate; anything else on your side goes to you. Items assigned to the outside person stay on the meeting, and items already done in Fathom don't become tasks.
- The meeting page shows Fathom's summary, the transcript (download it as a PDF), the action items with "Task created" next to the ones that already are tasks, and "Watch in Fathom" (opens the recording in Fathom; CRMown doesn't copy the video).
- The same call never lands twice: a re-sent webhook or an import that overlaps calls already here is skipped.
- Private calls: a call that is private in Fathom (shared with no team) is imported but only you and your workspace Owners/Admins can open it. The contact timeline shows a generic "Meeting recorded (Fathom)" line with no title or summary, and CRMown AI doesn't use it when answering about the contact.
- If an admin made your email & calendar private (Settings > Account > Members, lock icon), your meetings, including Fathom calls, are visible only to you and Owners/Admins, and the timeline line is generic.
- CRMown AI does not re-analyse Fathom calls: the summary and action items are Fathom's own. The CRMown AI Bar can still use the summaries of meetings you're allowed to see when you ask about a contact.
- If the CRMown notetaker also joins your calls automatically, a call recorded by both shows twice in Meetings. Both are linked to the same calendar event.
- Disconnect on the Fathom card removes CRMown's webhook from your Fathom account and stops imports. Meetings, contacts and tasks already imported stay.

## Example
A sales rep records every discovery call in Fathom. Within two minutes of the summary email, the prospect is in CRMown with source "fathom", the call is on their timeline with a link to the meeting, and "Send the proposal by Friday" is a task on the rep's list, due in two business days. On day one she imports her last 90 days of calls, so her whole pipeline already has its call history.

## Troubleshooting
- **Connecting says Fathom didn't accept the API key** — The key was copied incompletely, was deleted in Fathom, or belongs to another Fathom account. Fix: In Fathom open Settings > API Access, create a new key and connect again from the Fathom card in Settings > Integrations.
- **The Fathom card says Fathom isn't sending calls to CRMown** — CRMown's webhook was removed in Fathom, or registering it failed. Fix: Click "Reconnect webhook" on the Fathom card. If that fails, click "Replace key" and paste a new API key.
- **A call didn't appear** — Fathom only sends a call once its summary is ready (no summary email means nothing is sent), the call was recorded by someone else's Fathom account, or your plan is below Pro. Fix: Wait for Fathom's summary email, then check Meetings. Calls recorded by a teammate arrive when that teammate connects their own Fathom key. Use "Import past calls" to pick up anything missed.
- **A person on the call wasn't added as a contact** — "Create contacts from meetings" is off, they are a teammate or on your company domain, or your plan's contact limit was reached. Fix: Ask an Owner or Admin to check the switch on the Fathom card, and check your contact limit under Settings > Billing.
- **The import progress pauses** — Fathom limits how fast calls can be read and asked CRMown to slow down. Fix: Nothing to do: the import waits as Fathom asks and carries on by itself.

## Plans
Pro, Max and Custom plans. Not available on CRMown Free or Starter (the card offers an upgrade). Fathom includes API keys on all of its own plans.