Integration · Convoso to Close CRM

Close CRM and Convoso integration

We connect Convoso to Close CRM so every call, outcome and follow-up lands on the right lead. It is a one-time setup by our team, not a monthly middleware subscription.

  • From $100, one-time setup
  • No monthly fees from us
  • Tested on your own calls before go-live
Get a written scope
Convoso Close CRM

One call ends in Convoso. In Close CRM:

  1. Call logged on the leadLength, direction and the rep who took it
  2. Recording attachedLinked from the call activity
  3. Outcome moves the opportunityThe stage or field you choose
One-time setup
From $100
Monthly fee from us
$0
Working days to a written scope
2
Working days to build and test
5–10

What we connect between Convoso and Close CRM

A typical setup. We adjust each line to how your team uses Convoso and Close CRM.

When this happensThis is what you get
A call endsA call activity on the matching lead, owned by the right Close CRM user
The call recordingAttached to that call activity
The call outcomeThe opportunity stage or a lead field you choose
A do-not-call requestA do-not-call flag on the lead
A caller who is not in Close CRM yetA new lead, checked against existing records first

Field mapping, event by event

Each Convoso event and exactly what it writes in Close CRM. Pick an event to see its fields.

1. Trigger · Convoso When a call ends Every call made or received in Convoso
2. Action · Close CRM Log the call activity In Close CRM, on the lead — Where your team already works
Close CRM field Mapped from What happens
Call length Call length3 min 04 s Stored the way Close CRM expects
Call outcome Call outcomeInterested Matched to your own list of outcomes
Recording Call recordingPlayable audio Added once the file is ready
Lead Matched by phone number+1 415 555 0142 A new lead is created only if none match
1. Trigger · Convoso When an outcome is set A rep marks how the call went
2. Action · Close CRM Update the opportunity In Close CRM — Moves one record, not all of them
Close CRM field Mapped from What happens
Which opportunity Most recent open opportunityNorthwind — 12 seats On the matching lead, owned by the rep on the call
Stage Call outcomeInterested Looked up in the outcome-to-stage list we agree with you

Sample values are made up. The exact fields are agreed with you in your scope.

A one-time setup, not a monthly middleware bill

We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.

Web Repay integration setup Middleware subscription
What you pay One-time setup, from $100 (one-off) A monthly plan, often priced by tasks or operations
As call volume grows The same price, no per-task charges Costs rise with every call that syncs
Who builds and tests it We do, on your own Convoso calls Your team builds and maintains every step
Where it runs In your own Convoso and Close CRM accounts, documented Inside the middleware vendor’s platform
When something changes Additional support as needed, when you request it Your team fixes the broken steps

Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.

Where Convoso and Close CRM setups usually go wrong

Two updates for one call

Convoso can report a call and its outcome at different moments. Left alone, that creates two activities in Close CRM. We combine them into one clean record.

Phone numbers written two ways

Convoso and Close CRM often store numbers in different formats. Left alone, a caller who already exists becomes a second lead. We match on a cleaned-up number before anything is created.

Reps matched to Close CRM users

If a Convoso user is not matched to a Close CRM user, calls log without an owner. We match every rep before go-live.

Updating the right opportunity

An outcome has to change one opportunity, not every opportunity on the record. We agree the rule with you before we build.

How we set it up

  1. 1

    Tell us what should connect

    Which calls, outcomes and follow-ups should reach Close CRM. You get a written scope with a fixed one-time price.

  2. 2

    Give us access

    Admin access to Convoso and Close CRM for the setup. Nothing for you to install, and no new subscription to start.

  3. 3

    We build and test

    We connect the two tools, map every detail and test it with real calls before your team relies on it.

  4. 4

    Handover

    You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.

Agent wearing a headset while working
Test call passedEvery field in the table checked LiveWatched for the first week

What it costs

From $100 one-time setup

Starting price for connecting Convoso and Close CRM, built and tested. Larger mappings get a fixed quote in writing before we start.

No monthly fee from us. Additional support is available as needed, whenever you request it.

Get a written scope

Tell us what should happen in Close CRM when a call ends. We reply within 2 working days.

Questions about Convoso and Close CRM

Is there a monthly fee?

No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.

Is Web Repay a middleware?

No. We are an integration team: we plan the connection between Convoso and Close CRM, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.

What can you connect between Convoso and Close CRM?

A call ends, the call recording, the call outcome, a do-not-call request, each mapped to the right lead and opportunity in Close CRM. We confirm the exact list in your scope.

How long does it take?

You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.

What do you need from us?

Admin access to Convoso and Close CRM during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.

Related

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Rather talk it through?

Thirty minutes on how your team uses Convoso and Close CRM. You leave knowing what we would build and what it would cost.

Call +91 82857 48750
Team discussing a project around a laptop
Call ended03:04 · inbound Opportunity updatedStage set from the call outcome Call-back taskAssigned to the contact owner