How does Convo access my Dialpad calls?

Convo runs locally on your computer, capturing Dialpad system audio. It never joins as a visible bot—other participants don't see it. Audio processes on your device before syncing to HubSpot.

Will other people on the Dialpad call know I'm using this?

No. Unlike Fireflies or Otter, Convo doesn't add a "recording bot" to your Dialpad call. It's completely invisible. Only you know it's running.

Does this work with custom HubSpot fields?

Yes. During setup, you map which Dialpad conversation elements (budget mentions, timeline, pain points) populate which HubSpot fields—including custom fields.

Can I control which Dialpad calls sync to HubSpot?

Absolutely. Set rules by meeting type, participant, or HubSpot opportunity stage. Not every Dialpad internal sync needs to go into HubSpot.

What if HubSpot already has notes from the meeting?

Convo appends new insights rather than overwriting. It timestamps additions from the Dialpad call so you see what came from AI vs manual entry.

Sync Dialpad Meeting Notes to HubSpot | Convo

The problem with manual sync

Post-meeting work kills productivity. After every Dialpad call, someone has to play back the recording, write notes, and manually sync data to HubSpot.

How Convo solves it

Convo eliminates the gap between talking on Dialpad and updating HubSpot. AI processes the call, extracts what matters, and syncs it where you need it.

Join call

AI listens

Processes data

Auto-syncs