Integration

Sync WhatsApp Meeting Notes to Close Automatically

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

2B+ people use WhatsApp every day for meetings. But after each call, there's manual work—copying notes, updating Close, chasing action items. Convo automates the flow from WhatsApp conversations to Close records. Log calls and track follow-ups automatically.

2B+ people use WhatsApp every day for meetings. But after each call, there's manual work—copying notes, updating Close, chasing action items.

WhatsApp
WhatsApp
🎤
Convo AI
Transcribe
Analyze
Structure
📊
Close
Close
Synced

The problem with manual sync

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

How Convo solves it

Convo listens to your WhatsApp calls, captures everything automatically, and syncs structured notes directly to Close. Zero manual work.

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

What you can do with WhatsApp + Close

Auto-populate deal records

Meeting ends on WhatsApp, Close contact record updates with notes, next steps, and deal stage changes.

Capture buying signals

AI identifies budget mentions, timeline urgency, decision-maker names—syncs directly to Close opportunity fields.

Track competitor mentions

Every time a prospect mentions a competitor on WhatsApp, it's logged in Close for competitive intelligence.

Score meeting sentiment

Convo analyzes conversation tone and engagement, adds sentiment data to Close for better forecasting.

Common questions

Related Integrations

Sources & References

  • WhatsApp Integration Documentation
  • Close API Documentation
  • AI Meeting Assistant Research (2026)

Ready to automate WhatsApp to Close?

Join teams using Convo to eliminate post-meeting busywork.