Settings
Google Calendar
When a call is scheduled with someone new, a lead is created automatically. If they already exist, we just add a note instead of duplicating them.
Connected as francisco@hireinsouth.com
Industry classification
Reads each unclassified company's website and sorts it into one of the fixed industry categories. Never touches a company you've already set (or corrected) by hand — only fills in the blanks. Whatever it can't classify gets posted to Slack so you can look it up by hand.
Company size
Looks up each company with no size yet in Apollo and fills in its employee-count bucket. Costs 1 Apollo credit per company matched (0 if not found). Never touches a company you've already set by hand — only fills in the blanks. Whatever Apollo can't find gets posted to Slack so you can look it up by hand (e.g. on LinkedIn).
Fathom
When a call finishes, Fathom's webhook adds the call notes to the matching lead. If the caller isn't a lead but we've already spoken with someone from their company, the note lands on that lead and the caller is saved as an extra contact on the same company. It never changes a lead's stage — moving a lead to Meeting Had is a manual step. The button below is a catch-up: it pulls every Fathom call from the last 72 hours and adds any call note that's missing, matching the person even when Fathom swaps their name and email. Needs the FATHOM_API_KEY env var set.