How does Convo access my Slack calls?

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

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

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

Does this work with custom HubSpot fields?

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

Can I control which Slack calls sync to HubSpot?

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

What if HubSpot already has notes from the meeting?

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

Sync Slack Meeting Notes to HubSpot | Convo

The problem with manual sync

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