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 Salesforce.

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.

How does the data actually get to Salesforce?

Convo connects to Salesforce through automation platforms — Zapier, Make, or IFTTT. After your Zoom meeting, Convo triggers your configured automation, which sends the data you've chosen (transcripts, summaries, action items) to Salesforce. Set it up once, then it runs automatically. Developers can also use Convo's REST API directly — see docs.itsconvo.com for details.

Does this work with custom Salesforce fields?

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

Can I control which Zoom calls sync to Salesforce?

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

What if Salesforce 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.

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INTEGRATION

Sync Zoom Meeting Notes to Salesforce Automatically

CRM teams waste 5+ hours per week on post-meeting admin work. After every Zoom call: transcribe, summarize, update Salesforce. All manual.

Zoom

🎤

Convo AI

Transcribe

Analyze

Structure

📊

Salesforce

Synced

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HOW IT WORKS

How Convo connects Zoom to Salesforce

Connect Zoom and Salesforce through Convo + Zapier, Make, or IFTTT. Meetings end, notes appear in Salesforce, action items get assigned. Fully automated.

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