Convoso
TCPA Compliant / AI Scoring
Pipedrive
CRM · Deals · Activities
Pipedrive + Convoso Integration
Connect Convoso to Pipedrive — 3 trigger events, 4 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
Pipedrive Actions
A01
Create Deal
Creates a new deal
action
A03
Create Person
Creates contact with full field support
action
A07
Create Activity
Creates activity (call log) with associations
action
A09
Create Note
Creates a note on deal/person
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
Pipedrive Triggers
T07
instantDeal Stage Changed
Deal's stage updated
T02
pollingNew Deal
New deal created
T04
pollingNew Lead
New lead created
T16
instantNew Deal in Stage
Deal enters a specific pipeline stage
Convoso Actions
A01
Create Lead
POST /leads — create a lead
A04
Add to DNC
POST /dnc — add to DNC list
Pipedrive Actions
A01
Create Deal
Creates a new deal
A03
Create Person
Creates contact with full field support
A07
Create Activity
Creates activity (call log) with associations
A09
Create Note
Creates a note on deal/person
Convoso API
POST
/leads
Create a lead
PUT
/leads/{id}
Update lead data
POST
/campaigns/leads
Add lead to campaign
Pipedrive API
POST
/api/v1/deals
Create deal
PUT
/api/v1/deals/{id}
Update deal stage
POST
/api/v1/activities
Log call activity
When an agent sets a call disposition in Convoso, the automation maps it to the correct Pipedrive 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 Pipedrive fields. Highlighted fields are critical for automation:
lead_id
campaign_id
phone
call_duration
disposition
recording_url
tcpa_status
dnc_check_result