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Convoso
TCPA Compliant / AI Scoring
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Salesforce
CRM · Opportunities · Flows

Salesforce + Convoso Integration

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

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3 Triggers
6 Actions
API Key / Bearer Token
API / Webhook
30-day support
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
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
action
A04
Create Lead
Creates new lead
action
A06
Create Contact
Creates new contact
action
A08
Create Opportunity
Creates new opportunity
action
A09
Create Task
Creates new task for follow-up
action
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
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
Salesforce Triggers
T01
polling
New Lead
New lead created
T02
polling
New Contact
New contact created
T03
polling
New Record
Record of specified object created
T04
polling
Updated Record
Record of specified object updated
T05
instant
New Outbound Message
Outbound message via Flow/Workflow
Convoso Actions
A01
Create Lead
POST /leads — create a lead
A04
Add to DNC
POST /dnc — add to DNC list
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
A04
Create Lead
Creates new lead
A06
Create Contact
Creates new contact
A08
Create Opportunity
Creates new opportunity
A09
Create Task
Creates new task for follow-up
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
Convoso API
POST
/leads
Create a lead
PUT
/leads/{id}
Update lead data
POST
/campaigns/leads
Add lead to campaign
Salesforce API
POST
/services/data/v59.0/sobjects/Lead
Create lead
POST
/services/data/v59.0/sobjects/Contact
Create contact
POST
/services/data/v59.0/sobjects/Opportunity
Create opportunity
PATCH
/services/data/v59.0/sobjects/Lead/{id}
Update lead status
POST
/services/data/v59.0/sobjects/Task
Create follow-up task

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

lead_id
campaign_id
phone
call_duration
disposition
recording_url
tcpa_status
dnc_check_result