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 Zoho CRM.

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 Zoho CRM fields?

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

Can I control which Dialpad calls sync to Zoho CRM?

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

What if Zoho CRM 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 Zoho CRM | Convo

The problem with manual sync

Your team spends hours each week doing what AI should handle: transcribing Dialpad meetings, extracting action items, updating Zoho CRM records.

How Convo solves it

Convo turns Dialpad audio into structured data that populates Zoho CRM automatically. Automate CRM updates from meeting conversations—all without touching a keyboard.

Join call

AI listens

Processes data

Auto-syncs