How does Convo access my RingCentral calls?

Convo runs locally on your computer, capturing RingCentral system audio. It never joins as a visible bot—other participants don't see it. Audio processes on your device before syncing to Zoho CRM.

Will other people on the RingCentral call know I'm using this?

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

Does this work with custom Zoho CRM fields?

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

Can I control which RingCentral calls sync to Zoho CRM?

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

What if Zoho CRM already has notes from the meeting?

Convo appends new insights rather than overwriting. It timestamps additions from the RingCentral call so you see what came from AI vs manual entry.

Sync RingCentral Meeting Notes to Zoho CRM | Convo

The problem with manual sync

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

How Convo solves it

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

Join call

AI listens

Processes data

Auto-syncs