By connecting Fathom with 
iClosed, every call recorded maps instantly under the Contact Journey in iClosed.
This way, the sales managers can easily review what was discussed on a call, or scan easily an AI-generated recap right from the lead's main feed and help reps improve where it's needed, prepare for next steps, and keep the sales cycle moving.
Pro Tips
Fathom integration is on the personal-level as it links to the specific individual’s account.
Every individual user must connect their own Fathom account for transcripts to be added to lead contact journeys.
Step-By-Step Guide
Navigate to 
Integrations page and click on the Fathom integration card to start.
Click the Integrate button. A pop-up window will appear prompting you to enter your Fathom API key
Navigate to your
Fathom account → Settings menu → API access section and click on the "Add" button
Select Generate API Key option on the left
Name the API key and click on the Create API Client button
You'll see Your API Key has been created dialog window from where you need to copy the API key you've just created
Navigate back to iClosed and paste the key in the box
And press the "Connect account" button to finish integration
Pro Tips
Every call recorded in Fathom, iClosed looks at the Participants metadata list synced from the recording, containing Date, Fathom recording link, Host, and Participants):
The system cross-references the email addresses of the meeting participants against the email profiles stored in your iClosed Global Data.
Once it finds a matching email profile, the entire interactive Fathom card including the video stream, AI Summary, and Action Items are instantly pinned directly into that specific lead's Contact Journey.
Managing Recordings in Unified Inbox
Managing Fathom recordings in iClosed Unified Inbox is super easy - the Fathom call recording will show in Inbox Contact Management under call recordings.
As soon as the call is finished, and the recording is generated in Fathom, it will appear in iClosed as well.
The system scans the calendar attendee lists on your recordings and automatically routes the asset logs to the corresponding user record in your iClosed database based on email matches.
Click on the recording to see additional details and access additional options.
The integrated Transcript tab surfaces a word-for-word text log of the entire call session pinned right to your lead's journey.
The layout separates high-level context (meeting details on the left) from deep conversational text (transcript and summary details on the right), ensuring sales managers and reps find the exact insights they need instantly.
Meeting details - on the left
The left panel establishes your quick-reference anchor that helps you verify session variables at a glance:
Meeting Header - Displays the synchronized event name, calendar record date, and account identifier.
Date & Time - Chronological stamp marking the exact date and start time of the session.
Recording Link - A direct hyperlink to pop open the native Fathom Meeting storage location if you need to review cloud assets.
Host - Clearly attributes which internal representative ran the call.
Participants - Lists all internal and external attendees matched during the session, facilitating account mapping.
Transcript / Summary - on the right
The right panel features a tabbed navigation system that toggles cleanly between your raw conversation log and structural AI processing cards:
Transcript
Perfect for granular call auditing and rep coaching. This tab displays a chronological text stream of the conversation:
Interactive Keyword Search - Use the "Search transcript..." text input layout to instantly filter the entire meeting for pricing objections, competitors, or feature mentions.
Speaker Identification - Every turn-taking block features clean, bolded user names along with color-coded initials to separate speakers effortlessly.
Precise Running Clocks - Sequential timestamps (
00:00:00) line the feed, letting you pinpoint the exact second a sentence was spoken.
Summary
Built for high-velocity reviews, this tab surface structural, AI-generated call breakdowns:
Tone Selection - Allows you to categorize or view the strategic positioning of the call dynamically via a drop-down selection workflow.
Meeting Purpose - A concise, bracketed AI baseline summarizing why the meeting was held in the first place.
Key Takeaways & Action Items - A bulleted, hyper-linked digest pulling out the key milestones, insights shared, and next-step commitments.
Generation Tracking - Displays a clean ticker tracking your monthly usage allowance (e.g., You can generate up to 10 meeting summaries in total), ensuring complete budget control.
Disconnecting Your Fathom Integration
Follow the next steps for disconnecting Fathom integration if you ever decide to dsconnect it:
Navigate to
Integrations page and click on the Fathom integration cardClick the Delete Channel
Confirm the system validation prompt to remove platform access.
Important Notes
When you disconnect Fathom:
All previously synchronized call videos, text transcript blocks, and AI summaries will remain permanently safe and accessible inside your active contact logs. No historical context is lost.
Moving forward, new meetings processed by your Fathom recorder will no longer sync down to your iClosed timelines automatically until the integration link is re-authorized.
FAQs
How long does it take for a meeting recording to show up in iClosed?
How long does it take for a meeting recording to show up in iClosed?
Once your live Zoom, Google Meet, or Microsoft Teams call wraps up, Fathom needs a few minutes to finalize its transcription processing and generate your AI summary. In the end it depends on the call duration obviously.
But, the second those files are ready on the Fathom server, the webhook routing updates your iClosed contact profile automatically.
What happens if Fathom records a meeting with a new lead who isn't in iClosed yet?
What happens if Fathom records a meeting with a new lead who isn't in iClosed yet?
Transcripts with contacts not recognized or not in iClosed Global Data wont be added to the Unfied Inbox.
The system cross-references the email addresses of the meeting participants against the email profiles stored in your iClosed Global Data. Only once the contact is matched by email, the entire interactive Fathom card including the video stream, AI Summary, and Action Items will be added to that specific lead's Contact Journey.
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