How does Convo access my Zoom calls?

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

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

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

Does this work with custom Close fields?

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

Can I control which Zoom calls sync to Close?

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

What if Close already has notes from the meeting?

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

Sync Zoom Meeting Notes to Close | Convo

The problem with manual sync

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

How Convo solves it

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

Join call

AI listens

Processes data

Auto-syncs