Overview
The integration between Fathom and Gravite.io, powered by Zapier, offers a seamless and efficient way for users to automatically retrieve call transcripts for in-depth analysis. This powerful combination enables users to gain valuable insights from their customer interactions and transform raw data into actionable intelligence.
How to use
- Automated Transcript Retrieval: Fathom's integration with Gravite.io ensures that call transcripts are automatically imported into the platform, eliminating the need for manual data entry.
- Comprehensive Data Analysis: Once the transcripts are in Gravite.io, users can leverage advanced analytical tools to uncover pain points, identify key trends, and understand the overarching themes within their customer feedback.
- Enhanced Decision-Making: By providing a deeper understanding of customer sentiments and issues, this integration empowers businesses to make more informed decisions and improve their products and services.
- Streamlined Workflow: The automated process reduces the time and effort required to manage and analyze call data, allowing teams to focus on addressing customer needs and improving overall satisfaction.
With the Fathom and Gravite.io integration, businesses can enhance their customer feedback analysis, identify crucial insights, and drive continuous improvement.
How to setup
This tutorial will guide you through the process of connecting Fathom, a call recording tool, to Gravite.io using Zapier. This integration will automate the transfer of call transcripts from Fathom to Gravite.io, enabling seamless data management and analysis.
Prerequisites
- Fathom account: Ensure you have an active account.
- Gravite.io account: Ensure you have an active account.
- Zapier account: You will need a premium Zapier account to access the Webhooks feature.
- API keys: Obtain API keys from both Fathom and Gravite.io.
Step 1: Set Up a New Zap in Zapier
- Log in to Zapier: Go to Zapier and log in with your credentials.
- Create a new Zap: Click on the “Make a Zap” button in the top-right corner.
Step 2: Configure the Trigger
- Choose App & Event:
- Search for "Fathom" in the app directory.
- Select "New Transcript" as the trigger event. This will trigger the Zap whenever a new transcript is generated in Fathom.
- Connect your Fathom account:
- Click on “Sign in to Fathom” and enter your Fathom API credentials.
- Test the connection to ensure it's working properly.
Step 3: Set Up the Action
- Choose App & Event:
- Search for "Webhooks by Zapier."
- Select "Custom Request" as the action event. This allows you to send data to Gravite.io using their API.
- Configure the Webhook:
- Method: Choose "POST" to send data.
- URL: Enter the Gravite.io endpoint URL for receiving transcripts. This can be found in the Gravite.io API documentation.
- Headers: Add the necessary headers, typically including the Authorization header with your API key (
Bearer YOUR_API_KEY). - Data: Configure the JSON payload.
- Ensure you map the appropriate fields from Fathom to the JSON payload.
Step 4: Test the Zap
- Test the Webhook:
- Send a test request to Gravite.io using the test data from Fathom.
- Verify that the data appears correctly in Gravite.io.
Step 5: Finalize and Activate the Zap
- Name your Zap: Give your Zap a meaningful name, such as "Fathom to Gravite.io Transcript Integration."
- Turn on your Zap: Toggle the switch to activate your Zap.
Troubleshooting Tips
- Verify API Permissions: Ensure that your API keys have the necessary permissions to access and post data to both Fathom and Gravite.io.
- Check Field Mappings: Double-check that all fields are correctly mapped between Fathom and Gravite.io. Use double underscores for nested fields as needed (e.g.,
owner__email). - Use Zapier Logs: Utilize Zapier’s built-in logging to diagnose issues with the data flow.
- Consult Documentation: Refer to the API documentation for both Fathom and Gravite.io for detailed information on required fields and data formats.