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 Salesforce.

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 Salesforce fields?

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

Can I control which Dialpad calls sync to Salesforce?

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

What if Salesforce 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 Salesforce | Convo

The problem with manual sync

Context gets lost between Dialpad conversations and Salesforce updates. Details slip through the cracks. Follow-ups are delayed. Deals stall.

How Convo solves it

With Convo, your Dialpad conversations flow automatically into Salesforce. Transcripts, action items, decisions—all organized and synced the moment your call ends.

Join call

AI listens

Processes data

Auto-syncs