Distribute & Fathom Integration: Seamless Sales Follow-Up

Distribute and Fathom are now integrated to make your call follow-up faster. Distribute’s follow-up content generation now connects with Fathom’s meeting notetaker, so you get quick and personalized sales content from every call.

With this connection, easily capture important moments, insights, and actions. Then, let Distribute turn them into standout follow-up content—no extra work needed. It’s all automatic, saving you time and helping you build better connections with your prospect.

Spend less time on busy work and more time closing deals. This integration is designed to make your sales process quicker and smarter. Here’s a look at how it works and why it could benefit your team.

What is Distribute?

Distribute is a tool that makes follow-ups easier for sales teams. It tracks your sales calls and creates follow-up content tailored to each conversation then adds it to your digital sales room.

With Distribute, you can quickly set up digital sales rooms—custom spaces where your prospects can find everything they need after a call. In just a few clicks, you’ll have a follow-up page with meeting notes, key points, action items, and other resources. These digital sales rooms save your clients time and help them stay focused on what matters.

Learn more about creating a digital sales room to streamline your post-call follow-ups, saving clients time and helping them stay focused on what matters.

Here’s what makes Distribute special:

• Instant Follow-Up Content: Stop spending hours drafting follow-ups. Distribute pulls details from your calls and makes a shareable, customized page for each client.
• Centralized Sales Content: All notes, recordings, and action steps are in one place. Your clients won’t have to dig through emails to find what they need.
• Personalized Touch: Every digital room is tailored to the client. You can add unique summaries, key insights, and specific product info just for them.

What is Fathom?

Fathom is an AI tool that makes note-taking in sales meetings easy. It’s a smart assistant that joins your calls to capture all the details. You can focus on the conversation while Fathom takes notes for you.

Why do sales teams like Fathom? It’s more than just a recorder. Fathom transcribes your calls, organizes them, and highlights important moments. You get a full transcript, key quotes, action items, and insights, all in one place. No more digging through long recordings to find what you need.

Here’s what makes Fathom helpful:

• Automatic Transcriptions: Fathom records and transcribes your calls in real-time. You get a full text version of the conversation, like having a personal notetaker.
• Key Highlights and Action Items: Fathom points out the most important parts, like key actions and customer questions, so you can find them quickly.
• CRM Integration: Fathom can automatically add notes and transcripts to your CRM. You get all your meeting details organized without any extra work.

Overview and Benefits of the Distribute and Fathom Integration

Distribute and Fathom work together to simplify managing sales calls, follow-ups, and content. This integration automates time-consuming tasks, making it easy to capture call details, highlight key points, and prepare follow-up content instantly. This helps you focus more on building relationships and closing deals, not on admin work.

Here are the key benefits:

1. Automated Notes and Content Creation

Fathom captures everything during the call, so you don’t need to take notes. It identifies key points and action items. Then, Distribute turns these into a custom digital sales room for your client. This way, you’re not just recording calls—you’re creating valuable follow-up content.

2. Personalized Digital Sales Rooms 

Each client gets their own unique digital space. Distribute helps you organize all key details from the call, along with other helpful resources. With Fathom, this page is filled with the main takeaways, making it a personal and customized resource for each client.

3. Fast and Easy Follow-Ups

The integration allows you to follow up immediately. Right after a call, Fathom’s notes go directly into Distribute’s platform, so you can send a follow-up with all the important details. This speeds up your response time and shows your client you’re on top of things.

4. Simple CRM Integration

Keeping your CRM updated is easy with Fathom. It logs and transcribes call info automatically, saving you from entering data manually. Distribute then builds a shareable sales room that you can link directly from your CRM, keeping everything organized and easy to access.

5. More Time for Relationship-Building

This integration handles note-taking, transcription, follow-up content, and CRM updates. You’re free to focus on what matters—connecting with clients and understanding their needs.

6. Consistency Across the Sales Team

All team members can use the same approach for meetings and follow-ups. Fathom’s accurate transcription and Distribute’s follow-up templates help everyone provide a reliable, professional experience, strengthening your brand’s image.

How to Use the New Features?

Getting started with the Distribute and Fathom integration is simple. Once set up, you’ll have an easy way to capture, organize, and share meeting notes. 

Here’s a quick guide to help you get the most out of these new features.

Getting Started

First, ensure you have active accounts on both Fathom and Distribute. You'll need access to Distribute to start the integration process.

Generate a page

Create a new page with AI. On the Generate step, upload your {call recorder} transcripts relevant to this digital sales room. 

You can customize templates for various uses, like call follow-ups, deal rooms, or onboarding guides. This step tailors the integration to your specific needs.

Integrate call transcripts

Upload the conversations and context for a personalized instant digital sales room.

Put It to Work

These transcripts are ready to be turned into custom sales materials right away.

Conclusion

The Distribute and Fathom integration helps sales teams improve follow-ups. It automates note-taking and creates personalized digital sales rooms. After a call, you’ll have a follow-up page ready to share with your client. Your instant follow-up page now includes key insights, an action plan, and it is perfectly branded—all with one click.

With Fathom capturing details and Distribute turning them into a custom digital space, you can focus on what matters: building relationships and closing deals. This setup reduces repetitive tasks, so you spend more time with clients and less on admin work.

Ready to enhance your sales process? Distribute and Fathom can make each interaction count.