← Back to platform selectOnboarding Guide — Fathom

Let's get your team up and running

This guide walks you through everything needed to set up CloserMetrix with Fathom. The entire process takes about 15–20 minutes.

Watch the Setup Walkthrough

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What You'll Need

🔑Your Fathom API key
👥List of closers — name and work email for each
🎯Trigger word for sales calls (e.g., "Strategy Call")
💳Access to your payment processor or CRM automation tool

Step-by-Step Setup

Two things to set up — your API key (so we can pull meeting data) and auto-recording (so every call is captured). Fathom pushes transcripts to us automatically.

1A: Get Your Fathom API Key

  1. Log in to Fathom
  2. Go to Settings (gear icon)
  3. Navigate to Integrations or API
  4. Copy your API key
  5. Send it to your CloserMetrix contact
Why we need this: The API key lets CloserMetrix pull meeting details and transcripts from your Fathom account. We never access your recordings directly — Fathom pushes the data to us via a secure webhook.

1B: Make Sure Fathom Is Recording

  1. Install Fathom if not already installed
  2. Connect it to your meeting platform (Zoom, Google Meet, etc.)
  3. Ensure auto-record is enabled for all meetings
  4. Do a test call to confirm Fathom is transcribing
No special CloserMetrix configuration needed in Fathom. Once your CloserMetrix contact registers the webhook with your API key, transcripts flow to CloserMetrix automatically.
Calendar sharing is how we track which calls were booked, held, ghosted, rescheduled, or canceled. Consistent titles let us identify which events are sales calls.

2A: Each Closer Shares Their Google Calendar

Every closer on your team needs to share their Google Calendar with CloserMetrix. It's just like sharing a calendar with a coworker — no OAuth, no admin panels.

  1. Open Google Calendar
  2. Find your calendar in the left sidebar (under "My calendars")
  3. Click the three dots next to your calendar name
  4. Click Settings and sharing
  5. Scroll to Share with specific people or groups
  6. Click + Add people and groups
  7. Enter this email address:
closermetrix@closer-automation.iam.gserviceaccount.com
  1. Set permission to See all event details
  2. Click Send
Privacy note: We only look at events that match your sales call trigger word (e.g., "Strategy Call"). Personal events and everything else are ignored.

2B: Use Consistent Calendar Event Titles

Your calendar events need to contain your trigger word in the title so CloserMetrix can identify sales calls.

Good event titles:

  • "Strategy Call - John Smith"
  • "Strategy Call with Jane Doe"
  • "Strategy Call | Lead from Facebook"

Won't be detected:

  • "Call with John" (missing trigger word)
  • "Meeting - John Smith" (wrong word)
Tip: If your scheduling tool (GHL, Calendly, etc.) creates events automatically, check what title format it uses. Let your CloserMetrix contact know the exact wording and we'll configure it. We support multiple trigger words — for example: "Strategy Call" for first calls and "Follow Up Call" for follow-ups.
When a payment comes in, CloserMetrix automatically matches it to the sales call and marks the deal as won. This connects your revenue data to closer performance.

Set up a Zapier (or Make) automation that fires whenever a payment comes through your processor (Stripe, GHL, Keap, PayPal, etc.) and sends it to CloserMetrix.

Zapier Setup

  1. Trigger: New payment/charge in your payment processor
  2. Action: Webhooks by Zapier → POST request
  3. URL:
https://api.closermetrix.com/webhooks/payment

Required Headers

HeaderValue
Content-Typeapplication/json
AuthorizationBearer YOUR_WEBHOOK_SECRET
Your CloserMetrix contact will provide your webhook secret.

JSON Body

{
  "client_id": "YOUR_CLIENT_ID",
  "prospect_email": "{{prospect email from trigger}}",
  "payment_amount": {{payment amount from trigger}},
  "prospect_name": "{{prospect name from trigger}}",
  "product_name": "{{product name from trigger}}",
  "payment_type": "full",
  "payment_date": "{{payment date from trigger}}"
}

Field Reference

FieldRequired?Description
client_idYesYour unique client ID (provided by your CloserMetrix contact)
prospect_emailYesThe buyer's email — this is how we match the payment to the call
payment_amountYesDollar amount (number, no $ sign)
prospect_nameNoBuyer's name
product_nameNoWhat they purchased
payment_typeNofull, deposit, or installments (defaults to full)
payment_dateNoWhen the payment occurred (defaults to now)
notesNoAny additional context
How it works: When a payment webhook comes in, CloserMetrix matches the prospect_email to the most recent call with that prospect and updates the outcome to "Closed - Won" (or "Deposit" if payment_type is deposit). Revenue and cash collected are recorded automatically.
Important: The prospect_email in the payment MUST match the email used during the sales call. If your CRM stores a different email than what's on the calendar invite, the match will fail.

What Happens After Setup

📞

Closer has a sales call

↓
🎥

Fathom records and transcribes the call

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📡

Transcript is sent to CloserMetrix automatically

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🤖

AI scores the call, detects objections, writes coaching notes

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📊

Results appear on your dashboard within minutes

Onboarding Checklist

Track your progress — check off each item as you complete it.

Owner Tasks

0/6 complete

Each Closer

0/4 complete

Want a printable version?

Download the full onboarding guide as a PDF to share with your team.

Download PDF

Frequently Asked Questions

No. We only receive the transcript after the call ends. We never join, record, or listen to calls in real-time.

The email used to add the closer in CloserMetrix must match their Google Calendar email. Let your CloserMetrix contact know if a closer uses different emails for different tools.

Usually within 2–5 minutes after Fathom finishes transcribing.

Check three things: (1) Did Fathom record it? (2) Does the calendar event title contain the trigger word? (3) Is the closer's calendar shared with CloserMetrix?

Yes — custom scoring instructions can be configured per section (discovery, pitch, close, objections). Talk to your CloserMetrix contact about fine-tuning.

CloserMetrix only processes calls that match your trigger word. Everything else is ignored.

Absolutely not. Every client's data is completely isolated. No client can see another client's data.

Need Help?

Contact your CloserMetrix rep for any setup issues or questions.

Calls not showing up → Check calendar sharing + trigger word

Transcripts not processing → Verify Fathom API key is correct

Wrong closer assigned → Check that work emails match calendar emails