Convo logs your calls to Salesforce, HubSpot, Pipedrive, or Attio. After a meeting, the summary lands on each contact's timeline and action items become follow-up tasks, without anyone typing up notes. This guide covers connecting your CRM, how syncing works, and what to know for each CRM.
How it works
Syncing is manual and per call, so you decide what reaches your CRM:
- Open a finished call in Convo and click Link CRM
- Convo matches the meeting's attendees to your CRM contacts by email and shows you the result
- Attendees who aren't in your CRM yet get an opt-in toggle: flip it to add them, or leave it off
- Click Save: the call summary is logged on each contact's timeline, and action items become open follow-up tasks
Attendees come from your calendar. Convo reads attendee emails from the calendar event linked to the call, so connect your calendar first and link each call to its event via Select event at the top of the call page. Without a linked event, there are no emails to match.
Connecting your CRM
The connection flow is the same for every CRM:
- Open the Convo dashboard and click Settings
- In the Integrations section of the sidebar, pick your CRM (Salesforce, HubSpot, Pipedrive, or Attio)
- Click Connect: your browser opens the CRM's login page
- Sign in, review the requested permissions, and allow access
- Back in Convo, the page shows Connected as with your CRM account
Salesforce, HubSpot, and Pipedrive are part of the Convo Professional plan. If you see a Pro badge on the integration, upgrade your plan to connect.
Good to know, per CRM
Salesforce
Needs a Salesforce edition with API access: Enterprise, Unlimited, Performance, or Developer (Professional works with Salesforce's API add-on). Connecting a company org for the first time? Your Salesforce admin may need to approve Convo once: in Salesforce, Setup, then Connected Apps OAuth Usage, then Install next to Convo. Calls are logged as completed activities on Contacts and Leads; unmatched attendees can be added as new Leads.
HubSpot
Works on every HubSpot plan, including the free CRM. Connecting installs the Convo app in your portal, which needs app-install permission: on team portals, a super admin may need to grant it or connect once themselves. Calls are logged as call engagements on Contacts; unmatched attendees can be added as new contacts.
Pipedrive
Works on every Pipedrive plan. Calls are logged as done call activities on Persons, and action items become task activities. If the connection goes unused for 60 days, Pipedrive expires it: just reconnect in Settings.
Attio
Calls sync as meeting notes with follow-up tasks. One difference from the other CRMs: attendees who aren't in Attio yet are marked New in the preview and added as people when you save, without a separate toggle.
What lands in your CRM
- A logged call on each matched contact: the full summary and the call's date and duration, marked completed
- Follow-up tasks from the conversation's action items, created open (in HubSpot and Pipedrive with a due date three days after the call)
- New contacts only where you opted in for an unmatched attendee
Transcripts stay in Convo. Only the summary, duration, and action items are written to your CRM. Recordings and full transcripts never leave Convo. You connect through each CRM's official sign-in, and Convo never sees your CRM password.
Troubleshooting
"No attendee emails found"
The call isn't linked to a calendar event. Use Select event at the top of the call page to link one, then try Link CRM again. If you haven't connected a calendar yet, do that first in Settings.
Attendees show "Not found" but they exist in the CRM
Matching is by email. Check that the contact's email in your CRM is the same address the attendee used on the calendar invite. Freshly created contacts can take a few seconds to appear in search.
"Session expired. Please reconnect in Settings."
Your CRM ended the connection, for example after long inactivity or an admin change. Reconnecting in Settings fixes it in one step, and your calls and history in Convo are unaffected.
Salesforce blocks the first connection
In company orgs, Salesforce requires a one-time admin approval for new apps. Ask your admin to open Setup, then Connected Apps OAuth Usage, and click Install next to Convo. After that, everyone in the org can connect.
Next steps
- Connect your calendar so attendee matching works
- Run your first AI-assisted call
- After your next meeting, open the call and try Link CRM
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