Two updates for one call
Convoso can report a call and its outcome at different moments. Left alone, that creates two activities in Salesforce. We combine them into one clean record.
Integration · Convoso to Salesforce
Salesforce and Convoso integration
We connect Convoso to Salesforce so every call, outcome and follow-up lands on the right contact or lead. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Convoso
Salesforce
One call ends in Convoso. In Salesforce:
- Call logged on the contact or leadLength, direction and the rep who took it
- Recording attachedLinked from the logged call
- Outcome moves the opportunityThe stage or field you choose
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
What we connect between Convoso and Salesforce
A typical setup. We adjust each line to how your team uses Convoso and Salesforce.
When this happensThis is what you get
A call endsA logged call on the matching contact or lead, owned by the right Salesforce user
The call recordingAttached to that logged call
The call outcomeThe opportunity stage or a contact or lead field you choose
A do-not-call requestA do-not-call flag on the contact or lead
A caller who is not in Salesforce yetA new contact or lead, checked against existing records first
Field mapping, event by event
Each Convoso event and exactly what it writes in Salesforce. Pick an event to see its fields.
1. Trigger · Convoso
When a call ends
Every call made or received in Convoso
2. Action · Salesforce
Log the call
In Salesforce, on the contact or lead — Where your team already works
Salesforce field
Mapped from
What happens
Call length
Call length3 min 04 s
Stored the way Salesforce expects
Call length3 min 04 s
Stored the way Salesforce expects
Call outcome
Call outcomeInterested
Matched to your own list of outcomes
Call outcomeInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Contact or lead
Matched by phone number+1 415 555 0142
A new contact or lead is created only if none match
1. Trigger · Convoso
When an outcome is set
A rep marks how the call went
2. Action · Salesforce
Update the opportunity
In Salesforce — Moves one record, not all of them
Salesforce field
Mapped from
What happens
Which opportunity
Most recent open opportunityNorthwind — 12 seats
On the matching contact or lead, owned by the rep on the call
Stage
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Convoso calls
Your team builds and maintains every step
Where it runs
In your own Convoso and Salesforce accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Convoso and Salesforce setups usually go wrong
Reps matched to Salesforce users
Convoso and Salesforce identify people differently. We match every rep during setup, so each call has the right owner in Salesforce.
Phone numbers written two ways
Convoso and Salesforce often store numbers in different formats. Left alone, a caller who already exists becomes a second contact or lead. We match on a cleaned-up number before anything is created.
Updating the right opportunity
An outcome has to change one opportunity, not every opportunity on the record. We agree the rule with you before we build.
How we set it up
- 1
Tell us what should connect
Which calls, outcomes and follow-ups should reach Salesforce. You get a written scope with a fixed one-time price.
- 2
Give us access
Admin access to Convoso and Salesforce for the setup. Nothing for you to install, and no new subscription to start.
- 3
We build and test
We connect the two tools, map every detail and test it with real calls before your team relies on it.
- 4
Handover
You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Convoso and Salesforce, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Convoso and Salesforce
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.
Is Web Repay a middleware?
No. We are an integration team: we plan the connection between Convoso and Salesforce, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.
What can you connect between Convoso and Salesforce?
A call ends, the call recording, the call outcome, a do-not-call request, each mapped to the right contact or lead and opportunity in Salesforce. We confirm the exact list in your scope.
How long does it take?
You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.
What do you need from us?
Admin access to Convoso and Salesforce during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.
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Rather talk it through?
Thirty minutes on how your team uses Convoso and Salesforce. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Opportunity updatedStage set from the call outcome
Call-back taskAssigned to the contact owner