Live in 5–10 business days

Nutshell + Convoso Integration

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

3 Trigger events
5 CRM actions
30-day support
API / Webhook
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No commitment
Production-grade
Live Integration Log
Active
DIAL Call completed — Convoso 0.0s
SYNC Disposition + notes → Nutshell 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
Nutshell Actions
A01
Create Person
Creates a new contact person
action
A02
Create Lead
Creates a new lead
action
A03
Create Activity
Logs a call activity on a lead or contact
action
A04
Update Lead
Updates an existing lead record
action
A05
Find Lead
Searches leads by name or custom field
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
Nutshell Triggers
T01
instant
New Lead
New lead created
T02
instant
Lead Won
Lead marked as won
T03
instant
New Company
New company account created
T04
instant
New Activity
New activity (call log, note) created
T05
instant
New Person
New contact person created
Convoso Actions
A01
Create Lead
POST /leads — create a lead
A04
Add to DNC
POST /dnc — add to DNC list
Nutshell Actions
A01
Create Person
Creates a new contact person
A02
Create Lead
Creates a new lead
A03
Create Activity
Logs a call activity on a lead or contact
A04
Update Lead
Updates an existing lead record
A05
Find Lead
Searches leads by name or custom field
Convoso API
POST
/leads
Create a lead
PUT
/leads/{id}
Update lead data
POST
/campaigns/leads
Add lead to campaign
Nutshell API
POST
/api/v1/json (newContact)
Create new contact (JSON-RPC method)
POST
/api/v1/json (newLead)
Create new lead (JSON-RPC method)
POST
/api/v1/json (newActivity)
Log call activity (JSON-RPC method)
POST
/api/v1/json (editLead)
Update lead (JSON-RPC method)
POST
/api/v1/json (findLeads)
Search leads — rate-limited endpoint

When an agent sets a call disposition in Convoso, the automation maps it to the correct Nutshell 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 Nutshell fields. Highlighted fields are critical for automation:

lead_id
campaign_id
phone
call_duration
disposition
recording_url
tcpa_status
dnc_check_result
Also notify via
Add-on layer
Slack
Slack
Call alerts to channels & DMs
Microsoft Teams
Microsoft Teams
Adaptive cards for enterprise
WhatsApp Business
WhatsApp Business
Instant lead follow-up message
Telegram
Telegram
Lightweight bot notifications

Any of the above can be bundled with your Nutshell + Convoso build.