Integration

Sync Phone Meeting Notes to Lever Automatically

By Convo Team • Published January 13, 2026 • Last updated January 13, 2026

Every Phone meeting ends the same way: scrambling to remember what was discussed, then manually updating Lever. What if that happened automatically? Convo automates the flow from Phone conversations to Lever records. Sync interview notes to candidate profiles.

Every Phone meeting ends the same way: scrambling to remember what was discussed, then manually updating Lever. What if that happened automatically?

Phone
Phone
🎤
Convo AI
Transcribe
Analyze
Structure
📊
Lever
Lever
Synced

The problem with manual sync

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

How Convo solves it

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

1
Join call
2
AI listens
3
Processes data
4
Auto-syncs

What you can do with Phone + Lever

Structured interview feedback

Phone interview notes become Lever scorecards with ratings, strengths, concerns—formatted and filed.

Capture red flags

AI detects concerning responses during Phone interviews, flags them in Lever candidate profiles.

Track hiring criteria

Every "must-have" or "nice-to-have" mentioned in Phone hiring discussions logs to Lever requisitions.

Compare candidates objectively

Standardized Lever data from Phone interviews makes side-by-side candidate comparison actually fair.

Common questions

Related Integrations

Sources & References

  • Phone Integration Documentation
  • Lever API Documentation
  • AI Meeting Assistant Research (2026)

Ready to automate Phone to Lever?

Join teams using Convo to eliminate post-meeting busywork.