Convoso
TCPA Compliant / AI Scoring
Freshsales
CRM · AI Scoring · Seq.
Freshsales + Convoso Integration
Connect Convoso to Freshsales — 3 trigger events, 2 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.
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
Freshsales Actions
A01
Create Contact
Creates a new contact
action
A08
Create Activity
Logs an activity on a contact/deal
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
webhookcall_ended
Call ended with all metadata
E04
webhooklead_disposition_changed
Call disposition updated
E05
webhookdnc_added
Number added to DNC list
Freshsales Triggers
T06
pollingDeal Stage Changed
Deal pipeline stage updated
Convoso Actions
A01
Create Lead
POST /leads — create a lead
A04
Add to DNC
POST /dnc — add to DNC list
Freshsales Actions
A01
Create Contact
Creates a new contact
A08
Create Activity
Logs an activity on a contact/deal
Convoso API
POST
/leads
Create a lead
PUT
/leads/{id}
Update lead data
POST
/campaigns/leads
Add lead to campaign
Freshsales API
POST
/api/contacts
Create contact
POST
/api/deals
Create deal
When an agent sets a call disposition in Convoso, the automation maps it to the correct Freshsales 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 |
All fields passed on every Convoso call event — mapped to Freshsales fields. Highlighted fields are critical for automation:
lead_id
campaign_id
phone
call_duration
disposition
recording_url
tcpa_status
dnc_check_result