What does dialer integration with a CRM actually involve?

Dialer integration connects your calling platform (Talkdesk, Five9, Aircall, etc.) to your CRM so call outcomes, notes, recordings and dispositions automatically write to the contact record — and CRM-segmented leads push directly into dialer campaigns. No manual data entry between systems.

How much time does this actually save my sales team?

The average sales rep spends 2–3 hours per day on manual CRM data entry. With full dialer integration, that drops to near zero. For a 5-person team, that's 50+ hours per week returned to selling. Most clients see a 30–40% increase in daily call volume within the first month.

How long does a dialer ↔ CRM integration take to build?

A standard integration (bi-directional sync, field mapping, call outcome logging) takes 5–10 business days. Builds involving AI agents, multi-CRM sync or custom webhook pipelines take 2–4 weeks. We provide a precise timeline after the discovery call.

Live in 5–10 business days

Microsoft Dynamics 365 + Convoso Integration

Connect Convoso to Microsoft Dynamics 365 — 3 trigger events, 6 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.

3 Trigger events

6 CRM actions

30-day support

API / Webhook

Get This Integration → ← All Integrations

Free quote in 24h

No commitment

Production-grade

Live Integration Log

Active

DIAL Call completed — Convoso 0.0s

SYNC Disposition + notes → Microsoft Dynamics 365 0.3s

CRM Contact updated · deal stage set 0.5s

REC Recording URL stored · task created 0.7s

OK Sync complete — rep did nothing 0.8s

Syncing in real time zero manual entry

Automation Builder — Real Triggers & Actions

Click any event to select

Convoso Triggers

E01

call_ended

Call ended with all metadata

webhook

E04

lead_disposition_changed

Call disposition updated

webhook

E05

dnc_added

Number added to DNC list

webhook

Microsoft Dynamics 365 Actions

A01

Create Record

Creates a record for any Dynamics 365 object

action

A02

Update Record

Updates an existing record by ID

action

A03

Create Lead

Creates a new CRM lead

action

A04

Create Contact

Creates a new CRM contact

action

A05

Create Opportunity

Creates a new opportunity

action

A06

Create Task

Creates a follow-up task/activity

action

Field Mapping

Dialer → CRM

contact_phone

→

Contact.Phone / Lead.Phone

contact_name

→

Contact.Name / Lead.Name

contact_email

→

Contact.Email / Lead.Email

call_direction

→

Activity.Type (Inbound/Outbound)

call_duration

→

Activity.Duration

disposition

→

Contact.Lead_Status / Deal.Stage

notes

→

Activity.Notes / Call.Description

recording_url

→

Activity.Recording / Custom Field

agent_name

→

Activity.Owner / Task.Assigned_To

timestamp

→

Activity.Date / Call.Date

voicemail_url

→

Activity.Voicemail / Custom Field

campaign_name

→

Lead.Source / Contact.Campaign

ai_summary

→

Activity.Notes / Custom Field

                                    Convoso Triggers
                                

E01

webhook

call_ended

Call ended with all metadata

E04

webhook

lead_disposition_changed

Call disposition updated

E05

webhook

dnc_added

Number added to DNC list

                                    Microsoft Dynamics 365 Triggers
                                

T01

polling

New Lead

New lead created in Dynamics 365

T02

polling

New Contact

New contact created

T03

polling

New Record

New record of specified object type created

T04

polling

Updated Record

Record of specified object type updated

T05

instant

New Outbound Message

Outbound message from Dynamics workflow/Power Automate

                                    Convoso Actions
                                

A01

Create Lead

POST /leads — create a lead

A04

Add to DNC

POST /dnc — add to DNC list

                                    Microsoft Dynamics 365 Actions
                                

A01

Create Record

Creates a record for any Dynamics 365 object

A02

Update Record

Updates an existing record by ID

A03

Create Lead

Creates a new CRM lead

A04

Create Contact

Creates a new CRM contact

A05

Create Opportunity

Creates a new opportunity

A06

Create Task

Creates a follow-up task/activity

                                    Convoso API
                                

POST

/leads

Create a lead

PUT

/leads/{id}

Update lead data

POST

/campaigns/leads

Add lead to campaign

                                    Microsoft Dynamics 365 API
                                

POST

/api/data/v9.2/leads

Create lead

POST

/api/data/v9.2/contacts

Create contact

POST

/api/data/v9.2/opportunities

Create opportunity

PATCH

/api/data/v9.2/{entity}({id})

Update any record by entity type and ID

POST

/api/data/v9.2/tasks

Create task/follow-up activity

GET

/api/data/v9.2/{entity}?$filter=...

Query records using OData filter

When an agent sets a call disposition in Convoso, the automation maps it to the correct Microsoft Dynamics 365 action:

Disposition	CRM Stage / Action	Stage
Interested	Move deal stage → Qualified	SQL / Qualified
Booked / Meeting Set	Create calendar event + stage update	Meeting Scheduled
Not Interested	Update contact status → Disqualified	Disqualified
No Answer	Re-queue + follow-up task or SMS	Attempted (retry)
Voicemail Left	Set contact status → Attempted	Attempted
Callback Requested	Create CRM task → Schedule Callback	Callback Scheduled
Wrong Number	Flag phone field as invalid	Invalid
DNC Requested	Set opt-out flag + suppress contact	Opted Out
Busy	Re-queue with delay timer	Re-queue