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Allo logs every call and SMS on the matching Close lead as a native Call or SMS activity, and syncs your Close contacts and leads into Allo every 5 minutes.

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How to connect

1

Open integrations

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

Connect Close

Find Close in the list and click Connect.
3

Authorize

You’ll be redirected to Close. Sign in if needed, choose the Close organization to connect, then click Allow.
4

Done

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

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What syncs

From Close to Allo:
  • Contacts, with their lead name, lead status and job title
  • Leads, as companies
From Allo to Close:
  • Calls and SMS, logged on the matching contact and its lead
  • New contacts, only when Create lead for unknown calls is enabled. Each new contact gets its own lead, named after the person, as Close does for a contact with no company.
Allo only fills in an empty name or title on an existing contact. It adds phone numbers, emails and a website the contact doesn’t have yet, and never overwrites or removes what is already set in Close. Opportunities are not synced. Contacts without a phone number are not synced to Allo.

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How calls are synced

After each call, Allo logs it on the matching contact in Close as a Call activity on the lead’s timeline. Close shows it as a call made through an external phone system, with:
  • The direction (inbound or outbound)
  • The outcome: answered calls show as Answered, missed calls and voicemails as No Answer, failed or blocked calls as Error
  • The duration of answered calls
  • A note with the call title (for example Allo Outbound Call - Answered - Jane Doe (5:12)), who called whom and on which Allo line, the call tags, the call summary, and a link to listen to the call in Allo
The activity is dated to when the call happened. It is assigned to the Close user whose email matches the Allo user, or to the user who connected the integration if no email matches. When you edit a call’s summary, tags or result in Allo, Allo updates the note on the Close activity.

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How SMS are synced

Each SMS is logged on the matching contact in Close as an SMS activity on the lead’s timeline, with the message content, its direction, the Allo number it went through, and the time it was sent or received. Close only records these messages. It never sends them, and they use no Close phone number or credit.

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Click-to-call

Click-to-call is not available for this integration.

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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.On the Close side, sign in with a Close user who belongs to the organization you want to connect and can see its leads. If you belong to several Close organizations, pick the right one on the authorization screen.
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: Allo’s access was revoked in Close, or the Close user who connected it was removed from the organization. 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.
  • Contact is a favorite: by default, calls with a favorite contact are not synced to your CRM. Remove the contact from your favorites if you want these calls to sync.
The first sync can take up to 15 minutes for large contact databases. After that, contacts and leads sync incrementally every 5 minutes, not in real time.Allo only syncs contacts that have at least one phone number. Contacts without a phone number will not appear in Allo.If contacts still don’t appear after 15 minutes, disconnect and reconnect the integration.
If your SMS 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 logs the call on the first matching contact. 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 contact it was synced to.