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 HubSpot.

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 HubSpot fields?

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

Can I control which Zoom calls sync to HubSpot?

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

Sync Zoom Meeting Notes to HubSpot | Convo

The problem with manual sync

Your team spends hours each week doing what AI should handle: transcribing Zoom meetings, extracting action items, updating HubSpot records.

How Convo solves it

Convo turns Zoom audio into structured data that populates HubSpot automatically. Sync call notes to contacts and track sales activities—all without touching a keyboard.

Join call

AI listens

Processes data

Auto-syncs