What does the HubSpot Fathom integration do?
It puts Fathom's call notes into HubSpot automatically. After a call, the AI summary and recording link appear on the meeting in the contact's timeline, action items become HubSpot tasks, and the call is associated with the attendees' contacts, companies and open deals. On Fathom's Business plan, summaries can also fill deal properties and a card shows recent calls.
Fathom builds the app, which is certified in HubSpot's App Marketplace. This guide follows Fathom's and HubSpot's documentation as of October 2026. Most problems come from matching rules rather than the connection itself, so those get the most space.
What do you need to connect Fathom to HubSpot?
A Fathom account and a HubSpot admin; HubSpot's install rules ask for a Super Admin or App Marketplace access. The basic sync works on Fathom's free and paid plans, with CRM sync limited on the lower ones. Deal field mapping and the HubSpot card need Fathom Business or above. Fathom's listing marks every feature as available on HubSpot's free tools.
- Organization connection: the card and field mapping need HubSpot connected in Fathom's organization settings, not just by one user.
- Field mapping: set up by someone who is both a Fathom account admin and a HubSpot Super Admin, and only to text properties.
- Plan names: Fathom renamed its team plans in August 2025, so older accounts may see different names.
How do you set up Fathom and HubSpot, in order?
In Fathom's settings, find HubSpot under integrations, click Connect to HubSpot, sign in and connect the app. On Business or above, create HubSpot text properties for the notes you want on deals, then map summary sections to them in Fathom. Add the Fathom card to contact, company and deal views, and test with one external call.
- 01 ConnectFrom Fathom settings
- 02 PropertiesText fields on deals
- 03 Map fieldsBusiness and above
- 04 Add the cardRecord views
- 05 TestOne external call
- Connect from Fathom's settings. If HubSpot isn't listed, Fathom asks you to contact its support.
- Create properties in HubSpot for summary sections such as next steps or pain points.
- Map fields in Fathom, on Business or above.
- Add the card through HubSpot's record customization, under app cards.
- Test with a scheduled call that includes an external contact who is already in HubSpot.
How does Fathom match calls to HubSpot records?
By the external attendees on the calendar invite. The contact must be invited to the scheduled meeting, and Fathom matches them by their primary email address only, not secondary ones. It reads your main calendar, not secondary calendars. Calls with only internal attendees don't sync, and deals must be open and linked to recognized attendees.
- No backfill: only calls after you connect sync.
- Edits: editing a summary or adding action items in Fathom re-syncs the call.
- Deals: you can add or remove deals on a call by hand, but only deals linked to its attendees.
- Not documented: whether unknown attendees become contacts, and which owner gets the tasks. Check both in your first tests.
Calls missing from HubSpot? Bring a few examples to a free 30-minute call and we will find the matching problem.
What about recording consent and disconnecting?
Fathom says the recording owner is responsible for getting every participant's consent, and that recording without permission can be illegal in some places. It can email external attendees before scheduled meetings, and there's no silent recording. If you disconnect, data already in HubSpot stays, future calls stop syncing, and missed calls need syncing one by one.
HubSpot Fathom checklist
Key takeaway: Fathom sends summaries, tasks and recording links to HubSpot after each call. Invite contacts properly, keep primary emails right, map key notes to deal fields and agree how you get consent.
Frequently asked questions
What does the Fathom HubSpot integration do?
It sends Fathom's AI meeting summaries, action items, recording links and deal insights to HubSpot. Notes appear on the meeting in the record's timeline, action items become HubSpot tasks, and calls are associated with the matching contacts, companies and open deals. Fathom builds the app, which is certified in HubSpot's App Marketplace.
Which Fathom plan includes the HubSpot integration?
The basic sync is available on Fathom's free and paid plans, when we checked in October 2026, with CRM sync limited on the lower plans. Mapping summaries to deal fields and Fathom's HubSpot card need its Business plan or above. Fathom's listing marks all features as available on HubSpot's free tools.
Why didn't a Fathom call sync to HubSpot?
Usually because of matching. Fathom only syncs calls with external attendees who were on the scheduled invite, matches them by their primary email address, and doesn't read secondary calendars. Internal-only calls don't sync, and calls from before you connected aren't backfilled.
Can Fathom update HubSpot deal properties?
Yes, on Fathom's Business and Enterprise plans. Someone who is both a Fathom account admin and a HubSpot Super Admin maps sections of the meeting summary to existing HubSpot text properties on deals. Create the properties in HubSpot first, then map them in Fathom.
What happens to HubSpot data if you disconnect Fathom?
Fathom's documentation says data already synced stays in HubSpot and nothing is deleted, but future calls stop syncing. After reconnecting, calls held while disconnected have to be synced one by one from Fathom.
Sources
HubSpot documentation behind the feature and tier notes above, checked October 2026. HubSpot changes features and tiers often, so check your own portal too.