How does Convo access my WhatsApp calls?

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

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

Does this work with custom HubSpot fields?

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

Can I control which WhatsApp calls sync to HubSpot?

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

Sync WhatsApp Meeting Notes to HubSpot | Convo

The problem with manual sync

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

How Convo solves it

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

Join call

AI listens

Processes data

Auto-syncs