If Fathom saves call summaries to Salesforce or HubSpot, Aligned already uses them, with no Fathom setup in Aligned. Aligned reads the Fathom call summaries saved on the CRM record a Room is linked to, and uses them in AI Insights & Actions and AI Deal Highlights. You do not need a separate connection between Fathom and Aligned.
Prerequisites & Requirements
Plan: Availability depends on your plan. See the Aligned pricing page.
CRM: Salesforce or HubSpot, connected to Aligned. Microsoft Dynamics accounts are not supported.
Room: The Room is linked to a CRM record. Only the Room owner or an Aligned Admin can link a Room to a CRM record.
Fathom: Fathom saves call summaries to the same CRM record the Room is linked to.
How Fathom call summaries reach Aligned
Fathom call summaries reach Aligned through your CRM, in three steps:
After a call, Fathom saves a call summary to a record in Salesforce or HubSpot.
Aligned reads the call summaries on the CRM record the Room is linked to.
AI Insights & Actions and AI Deal Highlights use the summaries, together with Room activity, to describe the deal.
Where you see Fathom calls in Aligned
Fathom call summaries from your CRM appear in two places in Aligned:
AI Insights & Actions: opportunities, flags, and risks for the deal, each with a recommended next step.
AI Deal Highlights: a short deal summary in Analytics → Overview. Fields such as Competitors, Key request, and Next call date can come from your Fathom call summaries.
Limitations
The Fathom recording is not added to the Room. Aligned uses the call summary only. You cannot play the call in Aligned.
Fathom call summaries are not a source for AI sections. See AI-Generated Content.
Troubleshooting & FAQ
Do I need to connect Fathom to Aligned?
No, you do not need a separate connection between Fathom and Aligned. If Fathom saves call summaries to Salesforce or HubSpot, and the Room is linked to that CRM record, Aligned already reads them.
I don't see anything from my Fathom calls in Aligned.
If nothing from your Fathom calls appears, check that your CRM is connected, that the Room is linked to a CRM record, and that Fathom saved the call to that same record. For more, see How to integrate your call recorder with Aligned.
Can clients see my Fathom call summaries?
No, clients cannot see your Fathom call summaries. AI Insights & Actions and AI Deal Highlights are visible only to your team, not to clients in the Room.