How does Convo access my Microsoft Teams calls?

Convo runs locally on your computer, capturing Microsoft Teams 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 Microsoft Teams call know I'm using this?

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

Does this work with custom HubSpot fields?

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

Can I control which Microsoft Teams calls sync to HubSpot?

Absolutely. Set rules by meeting type, participant, or HubSpot opportunity stage. Not every Microsoft Teams 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 Microsoft Teams call so you see what came from AI vs manual entry.

Sync Microsoft Teams Meeting Notes to HubSpot | Convo

The problem with manual sync

Your team spends hours each week doing what AI should handle: transcribing Microsoft Teams meetings, extracting action items, updating HubSpot records.

How Convo solves it

Convo turns Microsoft Teams audio into structured data that populates HubSpot automatically. Sync call notes to contacts and track sales activities—all without touching a keyboard.

Join call

AI listens

Processes data

Auto-syncs