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 Salesforce.

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 Salesforce fields?

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

Can I control which Phone calls sync to Salesforce?

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

What if Salesforce 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 Salesforce | Convo

The problem with manual sync

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

How Convo solves it

Convo turns Phone audio into structured data that populates Salesforce automatically. Log meeting notes and update deal stages automatically—all without touching a keyboard.

Join call

AI listens

Processes data

Auto-syncs