Question 1

What is Convov?

Accepted Answer

Convov is an AI agent and sales automation platform that turns your meeting recordings into structured CRM data. Instead of manually updating your CRM after every sales call, Convov automatically extracts important information like deal size, timeline, pain points, and next steps from meeting transcripts. This saves sales reps 5+ hours per week on data entry. Convov works with any meeting platform (Zoom, Microsoft Teams, Google Meet, Webex) by having you add a bot to your calendar invite.

Question 2

How does Convov work?

Accepted Answer

You add the Convov meeting bot as an attendee to your sales meeting calendar invites. No OAuth or platform-specific setup for meetings. The bot works with Zoom, Teams, Meet, Webex, and more. When the meeting starts, the bot joins, records, and transcribes. After the meeting ends, the transcript is sent to Convov, which attributes it to the right user, extracts CRM-relevant data with AI, and syncs it to your connected Salesforce or HubSpot. The whole process from meeting end to CRM update typically takes 5–10 minutes. You connect only your CRM (via OAuth); no need to connect each meeting platform.

Question 3

What CRMs does Convov work with?

Accepted Answer

Convov works with Salesforce and HubSpot, the two most popular CRM platforms. You connect your CRM with OAuth and can map any extracted data to any field, standard or custom. We're working on adding more CRM integrations soon.

Question 4

Can Convov help with lead generation?

Accepted Answer

Convov focuses on automating CRM updates from your existing sales meetings, which frees your sales team to spend more time selling. By automatically capturing competitor mentions, objections, and deal progress from conversations, Convov gives you insights that can help shape your sales strategy and identify opportunities.

Question 5

What makes Convov different from other AI tools?

Accepted Answer

Convov is built specifically for sales teams and CRM automation. We offer direct integrations with Salesforce and HubSpot, and you can customize extraction rules for each field. We work with any major meeting platform (Zoom, Teams, Meet, Webex) via a single bot, with no per-platform OAuth or IT approval. Most AI tools are generic; Convov understands sales conversations and pulls out the information that actually matters to your team.

Question 6

How does Convov handle data privacy and security?

Accepted Answer

Security is a top priority. We use encrypted storage for all data, OAuth 2.0 for secure CRM connections, and user-level integrations to keep data isolated. Meeting recording and transcription are handled by our partner (Recall.ai) under strict security standards. Everything is processed securely, and we follow industry standards for data protection.

Question 7

Can Convov automatically log client interactions in my CRM?

Accepted Answer

Yes. Convov uses meeting transcripts from your sales calls (Zoom, Teams, Meet, Webex, etc.) and sends the extracted data straight to your CRM. Add the Convov meeting bot to your meeting invites; it records and transcribes. Convov's AI agent creates or updates Contact records for meeting participants when they aren't in your CRM yet, fills in fields like deal size, timeline, pain points, and next steps, and logs every call as a Task (Salesforce) or Note (HubSpot) so your activity history stays complete. No manual work.

Question 8

How do I connect Convov to Salesforce or HubSpot?

Accepted Answer

It's straightforward. Add the Convov meeting bot to your meeting invites (works with any supported meeting platform), connect your CRM with OAuth, set up your field mappings, and configure custom instructions for each field. Once that's done, Convov automatically pulls sales data from your meeting transcripts and keeps your CRM updated.

Question 9

Can Convov send sales call summaries directly to my CRM?

Accepted Answer

Yes. Convov is built for that. We process meeting recordings from Zoom, Teams, Meet, Webex, and more, pull out key insights like deal size, timeline, objections, and next steps, then send everything to Salesforce or HubSpot. Unlike general-purpose AI tools, Convov is designed for sales teams and understands the nuances of sales conversations.

Question 10

Why choose Convov for automating CRM notes?

Accepted Answer

Convov is built specifically for sales teams and works with every major meeting platform. You add the Convov meeting bot to your calendar invites. No OAuth or IT approval per platform. We specialize in pulling sales data from meeting transcripts and syncing it to Salesforce and HubSpot. Our AI knows how to read sales conversations and extract the details that matter: deal size, timeline, pain points, competitor mentions, and next steps. That saves sales reps 5+ hours per week on CRM updates.

Question 11

Can I automate CRM notes from my meetings to Salesforce?

Accepted Answer

Yes. Convov works with Zoom, Teams, Meet, and Webex. Add the Convov meeting bot to your meeting invites; once the meeting is recorded and transcribed, Convov pulls key sales information and syncs it directly to your Salesforce CRM. You can map the extracted data to any Salesforce field and customize the extraction rules for each field to match how your team works.

Question 12

Can I automate CRM notes from my meetings to HubSpot?

Accepted Answer

Yes. Convov works with Zoom, Teams, Meet, and Webex. Add the Convov meeting bot to your meeting invites; once the meeting is recorded and transcribed, Convov extracts the important sales information and sends it straight to your HubSpot CRM. You can map the data to any HubSpot property and set custom extraction instructions for each field based on your business terminology.

Question 13

Is Convov an AI agent?

Accepted Answer

Yes. Convov is an AI agent that works autonomously: it records and transcribes calls, extracts deal size and next steps, creates or updates Contact records for meeting participants in your CRM when needed, syncs extracted data to the right fields, and logs every call as an activity. Once you connect your CRM and set up field mappings, it runs in the background so reps can focus on selling.

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