How does Convo access my Phone calls?

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

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

Does this work with custom Pipedrive fields?

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

Can I control which Phone calls sync to Pipedrive?

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

Sync Phone Meeting Notes to Pipedrive | Convo

The problem with manual sync

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

How Convo solves it

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

Join call

AI listens

Processes data

Auto-syncs