Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.withallo.com/llms.txt

Use this file to discover all available pages before exploring further.

​
How to connect

1

Open integrations

Go to web.withallo.com and navigate to Settings > Integrations.
2

Connect Attio

Find Attio in the list and click Connect.
3

Authorize

You’ll be redirected to Attio. Sign in if needed, then grant Allo all requested permissions.
4

Done

Once authorized, you’re redirected back to Allo. Your integration is now active.

​
What syncs

From Attio to Allo:
  • Companies
  • Deals
  • People
From Allo to Attio:
  • Contacts created or updated in Allo are pushed back to Attio
Sync direction: Two-way — changes in either system are reflected in the other. Custom fields: Allo syncs custom fields from Attio for people and companies. Supported field types: Text, Number, Checkbox, Date, Timestamp, Rating, Select, Status, and Currency.

​
How calls are synced

After each call, Allo creates a note on the matching company, deal, and person in Attio with the call summary and transcript. Allo also adds a column on companies and people tracking the total number of calls, useful for reporting.

​
How SMS are synced

SMS conversations are synced as a single note on the matching person. The note is updated each time a new message is sent or received, keeping the full conversation thread in one place.

​
Click-to-call

Click on any phone number in Attio to open the call directly in the Allo app. The Allo app must be installed on your device.

​
Troubleshooting

Check the sync status of any call from the call list on web.withallo.com — each call has an integration indicator showing its sync state.
Only admins and managers of an Allo workspace can connect integrations. If you don’t see the option, ask your workspace admin or manager to set it up.
Check the integration indicator on the call in the web app. The error will be one of these:
  • Contact not found — The contact doesn’t exist in your CRM. By default, Allo only syncs calls to existing contacts. To auto-create contacts, go to your integration settings and enable Create lead for unknown calls.
  • Contact deleted — The contact was removed from your CRM. Allo is additive and won’t sync calls for deleted contacts. Re-create the contact in your CRM, then retry the sync.
  • Integration disconnected — Your OAuth token or API key was revoked on the integration side. Allo still appears connected but requests fail. Disconnect and reconnect the integration in Allo.
  • Call pending (spinner icon) — Allo is still matching the contact. This can take up to 24 hours before being marked as an error. Once the contact exists in your CRM, you can retry manually.
The first sync can take up to 15 minutes for large contact databases. After that, contacts sync incrementally every 10 minutes — not in real time.Allo only syncs contacts that have at least one phone number in a native phone number field. Contacts without a phone number will not appear in Allo. Attio also supports custom phone number fields.If contacts still don’t appear after 15 minutes, disconnect and reconnect the integration.
If your SMS conversations are not appearing, verify the integration is connected in Settings > Integrations and check the integration indicator on the call list at web.withallo.com for error details.If SMS still don’t appear, disconnect and reconnect the integration.
Allo mirrors your integration exactly. If your CRM has duplicate contacts with the same phone number, they appear as separate contacts in Allo.Clean up duplicates in your CRM — Allo will reflect the change on the next sync.
When multiple contacts share the same phone number, Allo syncs the call to all matching contacts. Before reporting a missing sync, check all contacts that share that phone number — the call may already be synced to another one. Click the integration indicator on any call in the web app to see exactly which contacts it was synced to.