Live in 5–10 business days
Convoso + Smartlead
Integrated Directly.
No Zapier. No delays.
Convoso is a TCPA-compliant predictive dialer built for high-volume regulated industries. It has no Zapier integration — connections use the Convoso REST API and webhook system directly. The lead_disposition_changed eve…
Technical noteConvoso has no Zapier integration. All connections use direct REST API (API Key/Bearer token auth) and webhooks. The lead_disposition_changed event fires on disposition set — separate from call_ended. The integration handles both events and merges them. Convoso's DNC/TCPA fields must be explicitly mapped to CRM compliance properties.
3 events
Trigger types from Convoso
4 actions
CRM actions in Smartlead
42min
saved per rep per day
Free quote in 24h
No commitment
30-day support
From $100 setup
Live Field Mapping — Convoso → Smartlead
Syncing
Convoso
Dialer · TCPA Compliant / AI Scoring
API Key / Bearer Token
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
✓
Smartlead
CRM · Cold Email / AI Inbox Rotation
API Key
All 13 fields mapped · real time
zero manual entry
Real-time sync
Every call logged.
Automatically.
Before your rep picks up the next one.
The Convoso webhook fires the instant a call ends. Our integration processes it and updates Smartlead — all in under a second. Zero rep involvement.
0%
calls logged automatically
< 0.8s
call end to CRM update
0min
saved per rep per day
0%
recordings in Smartlead
Live integration feed — Convoso → Smartlead
What changes for your team
Your day before. Your day after.
The exact workflow differences between teams using Convoso + Smartlead manually and teams running this integration.
WITHOUT THE INTEGRATION
current state
No Zapier = Convoso data stays in dialer — CRM never updated
TCPA/DNC status in Convoso — not visible in CRM for compliance audit
Reps log calls to CRM manually after Convoso sessions
DNC contacts still showing as active leads in CRM
WITH THE INTEGRATION
after go-live
Direct webhook integration — CRM updated on every lead_disposition_changed
TCPA status and DNC result sync to CRM compliance fields automatically
lead_disposition_changed fires CRM update — 0 rep effort
DNC event immediately suppresses contact in CRM
Did you know?
What changes when Convoso + Smartlead are connected
These improvements happen automatically — no rep action required after each call.
? Did you know
42
minutes saved per rep per day
Reps using Convoso without Smartlead integration spend ~42 min/day manually logging calls. The integration fires on call end — zero effort from the rep.
call_duration
Create Engagement
auto-log
? Did you know
99%
of calls logged automatically
Manual logging captures ~60% of calls. The Convoso webhook fires on every call end and creates a Smartlead activity — no exceptions.
call.ended
recording_url
notes
? Did you know
+38%
more deals created per week
Every Qualified disposition auto-creates a Smartlead deal. Manual processes lose ~35% of qualified calls to forgotten CRM entry.
disposition → dealstage
Create Deal
? Did you know
< 0.8s
from call end to CRM update
The Convoso webhook fires the instant the call ends. Smartlead is updated before the rep reaches for the next number.
webhook
real-time
? Did you know
100%
of recordings in Smartlead
Every Convoso recording URL is mapped to the Smartlead contact automatically. Managers review calls from inside Smartlead.
recording_url
activity.recording
? Did you know
0
missed follow-up tasks
Every Callback or Voicemail disposition auto-creates a Smartlead task. Assigned to the correct rep, linked to the contact.
disposition map
task creation
Under the hood
Exactly what happens when a call ends in Convoso
Every step, every API call, every field. This is how a Convoso webhook becomes a Smartlead record in under a second.
1
Call ends → Convoso fires webhook
The moment an agent marks the call complete (or it auto-closes), Convoso fires a POST webhook containing the full call payload.
/leads
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
2
Payload validated + field-mapped
The integration layer receives the webhook, validates the signature (API Key / Bearer Token), and maps each Convoso field to the correct Smartlead field — including disposition-to-stage logic.
disposition → deal_stage
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
3
Smartlead API call fires
The integration calls the Smartlead API (API Key) to update the contact record, log the call activity, set the deal stage, and create a follow-up task if the disposition requires one.
POST /api/v1/leads
PATCH /api/v1/leads/{id}
POST /api/v1/campaigns/{id}/leads
PATCH /api/v1/leads/{id}
POST /api/v1/campaigns/{id}/leads
4
Complete. Rep sees nothing — Smartlead is already updated.
Total time from call end to CRM update: < 0.8s. Rate limits: API access on Pro plan ($94/month)+. The rep closes Convoso and moves to the next call. Smartlead already has everything.
webhook
call_ended
Call ended with all metadata
webhook
lead_disposition_changed
Call disposition updated
webhook
dnc_added
Number added to DNC list
action
Create Lead
Creates a new lead in Smartlead
action
Add Lead to Campaign
Adds lead to an existing campaign
action
Update Lead Status
Updates a lead's status/category
action
Fetch Lead by Email
Looks up a lead by email address
All fields passed on every Convoso call event:
lead_id
campaign_id
phone
call_duration
disposition
recording_url
tcpa_status
dnc_check_result
Connection Details
DialerConvoso
CRMSmartlead
Dialer authAPI Key / Bearer Token
CRM authAPI Key
ZapierNot available — direct API
Delivery5–10 business days
From$100 one-time setup
Best fit for
Debt settlement, mortgage, solar, and insurance call centres running 100+ daily calls per agent where TCPA compliance, DNC tracking, and disposition accuracy are all regulatory requirements, not just operational preferences.
Disposition mapping
What happens in Smartlead for every call outcome
Select a disposition to see the exact chain of events that fires in Smartlead — automatically.
Convoso Agent
Interested
sets disposition
Integration Layer
Maps + fires
< 0.8s
Smartlead
Move deal stage → Qualified
SQL / Qualified
| Convoso disposition | Smartlead 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 |
The most common symptom of not having this integration is a Smartlead that lies. Pipeline stages look correct because someone updated them — but the underlying call data isn't there. No recordings, incomplete activity history, ownership mismatches. This integration closes the gap to near 100%.
What teams use this for
Convoso + Smartlead use cases
Specific things teams automate — based on how Convoso works and what Smartlead needs.
✓
Log Convoso call disposition to CRM contact on lead_disposition_changed event✓
Sync Convoso TCPA status and DNC check result to CRM compliance fields✓
Update CRM lead stage when Convoso disposition indicates qualified or interested✓
Create CRM follow-up task when Convoso callback disposition fires✓
Flag CRM contact as opted-out when Convoso DNC event fires✓
Sync Convoso recording URL to CRM activity on every call end✓
Push Smartlead Interested lead to CRM deal pipeline when reply arrives✓
Add lead to dialer campaign when Smartlead Meeting Booked category firesThe build process
From quote to live in 5–10 business days
Everything handled for you. No developer needed. You describe how you work — we build it.
1
Discovery call
30 minutes. We audit your exact Convoso and Smartlead setup — dispositions, pipeline stages, field names, and edge cases. Quote on the same call.
Day 1
2
Field mapping
All fields mapped: Convoso disposition codes → Smartlead stages, recording_url → activity field, agent ID → owner, plus any custom fields you need.
Days 1–2
3
Build & test
We build the integration and test with real call data from your Convoso account into your Smartlead. You verify every field before go-live.
Days 2–8
4
Go live + support
Integration goes live. We monitor for 30 days and fix anything that doesn't work exactly as specified — included at no extra charge.
Day 5–10
Client Results
What Happens When Systems Connect.
Real clients. Real platforms. Real results after we connected their systems.
Live Case Study
Y
Yadel
Founder · mabiat.co
✓ Verified Client
★★★★★
Built us a hotel booking agent using Vapi that handles both texts and calls. Guests enquire about room availability, check inventory and book directly. Everything syncs to Google Sheets in real time — no staff, no manual entry, no double-bookings. Live in under a week.
Hotel Booking Flow
Guest sends SMS or calls Vapi number
AI checks Google Sheets inventory in real time
Booking confirmed + Sheets updated instantly
Zero staff involved — fully automated
What People Are Saying
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
HubSpot + JustCall
★★★★★
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
FAQ
Common questions about the
Common questions about the
Convoso + Smartlead integration.
Most builds are live in 5–10 business days from the discovery call. Simple setups with standard dispositions can be done in under a week. More complex builds — custom pipeline stages, multi-user routing, conditional logic — may take the full 10 days.
Yes. The integration fires within seconds of each call ending using webhooks from Convoso and the Smartlead API. Typical sync time is < 0.8s from call end to CRM record updated.
Disposition, recording URL, agent identity, call duration, notes, and any custom fields you specify — all mapped to the correct Smartlead fields. You control the mapping during the field-mapping step.
Convoso has no native Zapier integration. This build uses Convoso's REST API and webhook system directly — giving you full field-level control, conditional logic and two-way sync.
That's the default case. We map your exact disposition codes to your exact Smartlead pipeline stages — whatever you've named them. No preset templates to conform to.
The one-time setup fee (from $100) covers the build, end-to-end testing with real data, and 30 days of post-launch support. No per-call or per-record fees.
Other Smartlead integrations
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Cloud Contact Center
→
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Cloud Contact Center (Enterprise)
→
Smartlead + Aircall
Cloud Phone System / Sales Dialer
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Taking quotes now for Convoso + Smartlead
Ready to Connect
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30-day support included
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Tell us your setup — we'll have you live on Convoso + Smartlead in days.
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Integrations as low as $100 setup · Monthly from $50/mo
Before you go
See what Smartlead + Convoso teams get
Every call logged automatically. Every recording in Smartlead. Zero manual entry.
42
minutes saved per…
99%
of calls logged a…
+38%
more deals create…
< 0.8s
from call end to …
Want these results? Book a free 30-min call — we'll audit your Convoso and Smartlead setup and give you a quote on the same call.
30-min call
Free quote same day
No commitment