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 Pipedrive.

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 Pipedrive fields?

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

Can I control which Microsoft Teams calls sync to Pipedrive?

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

What if Pipedrive 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 Pipedrive | Convo

The problem with manual sync

Manual note-taking during Microsoft Teams calls means you're either distracted or missing details. Then there's the data entry into Pipedrive—time-consuming and error-prone.