Connects to the Tools You Already Use
Fathom doesn't replace your CRM — it makes it smarter. Import your accounts, and AI-powered scores, competitive intel, and sales hooks flow back into the systems your reps already know.
Bi-Directional Sync
Import CRM accounts into The Vault. Export enriched intelligence back to your CRM. Keep both systems in sync effortlessly.
Setup in Minutes
No complex middleware, no IT projects. Upload a CSV from your CRM and our F-ID engine matches records at 99% confidence instantly.
Any CRM, Any Format
Salesforce, HubSpot, Zoho, Dynamics — if it exports CSV or connects via API, Fathom works with it out of the box.
CRM Integrations
Your reps shouldn't have to switch tools. Fathom pushes intelligence directly into the CRM they already live in — so every account gets smarter automatically.
Salesforce
Native Integration
Full bi-directional sync with Salesforce. OAuth 2.0 authentication, upsert to custom Account fields, and real-time data flow. Your reps see Fathom intelligence right inside their Salesforce workflow.
- OAuth 2.0 secure authentication
- Custom Account & Contact field mapping
- Real-time score sync to Salesforce objects
- Salesforce Data Import Wizard compatible
- Salesforce Connect & Heroku middleware options
HubSpot
Native Integration
Connect your HubSpot CRM and enrich every company and contact with Fathom intelligence. Scores, competitive intel, and sales hooks sync directly to HubSpot properties.
- API key or OAuth authentication
- Custom property mapping for companies & contacts
- Deal enrichment with competitive insights
- Workflow triggers based on Fathom score changes
- CSV bulk import & export support
Any CRM
Universal Compatibility
Use Zoho, Dynamics 365, Pipedrive, or a custom CRM? If it exports CSV or has a REST API, Fathom integrates. Our universal data format works with any system.
- CSV/XLSX import from any source
- JSON REST API for programmatic access
- Webhook notifications for real-time events
- Custom field mapping configuration
- Scheduled automated sync options
Three Ways to Connect
Start with a simple CSV upload today and upgrade to real-time API sync when you're ready. Every method delivers the same enriched intelligence.
CSV / Excel Import
Fastest path to value
Export your accounts from any CRM as CSV or XLSX. Upload to The Vault and our F-ID matching engine automatically links records using CRM Account IDs — no manual mapping required.
Direct API Sync
Real-time intelligence
For teams that want always-on sync, our REST API supports OAuth 2.0 authentication and upserts directly to your CRM objects. Scores update in real-time as new intel is generated.
Webhooks & API
Build custom workflows
Subscribe to webhook events for score changes, new prospect discoveries, or territory alerts. Pipe Fathom intelligence into any system — BI tools, Slack, custom dashboards, or proprietary platforms.
All integration methods use encrypted channels and respect your existing access controls. SOC 2 Type II certified.
What Flows Into Your CRM
Every field your reps need to close — delivered as custom fields they can filter, sort, and build reports on inside the system they already use.
Fathom AI Scores
Device-specific prospect scores (0-100) calculated by your custom AI Scoring Brain
Competitive Intelligence
Which competitor devices are already installed, competitive displacement opportunities
Revenue Estimates
AI-estimated annual practice revenue and procedure volume by category
Practice Profile
Practice type, provider count, specialty focus, procedure mix — all enriched by AI
Sales Hooks
AI-generated talking points and recommended approach specific to each account
Win/Loss History
CRM outcome tracking flows back into Fathom — lost reasons, competitor mentions, close dates
See It Connected to Your CRM
We'll walk your team through a live demo using your CRM's actual field structure. See exactly how Fathom scores and intel land in the tools your reps use every day.
Setup takes less than 5 minutes • No IT project required • Works with your existing CRM license