> ## 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.

# HubSpot

> Automatically sync call recordings and summaries to your HubSpot CRM

<iframe src="https://www.youtube.com/embed/CAchk93UG2s" title="YouTube video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

## How to connect

<Steps>
  <Step title="Open integrations">
    Go to [**web.withallo.com**](https://web.withallo.com) and navigate to **Settings** > **Integrations**.
  </Step>

  <Step title="Connect HubSpot">
    Find **HubSpot** in the list and click **Connect**.
  </Step>

  <Step title="Authorize">
    You'll be redirected to HubSpot. Sign in if needed, then grant Allo all requested permissions.
  </Step>

  <Step title="Done">
    Once authorized, you're redirected back to Allo. Your integration is now active.
  </Step>
</Steps>

## What syncs

**From HubSpot to Allo:**

* Contacts
* Companies
* Deals

**From Allo to HubSpot:**

* Contacts created or updated in Allo are pushed back to HubSpot

**Sync direction:** Two-way — changes in either system are reflected in the other.

**Custom properties:** Allo syncs custom properties from HubSpot for contacts. Supported property types: Text, Number, Checkbox, Date, Timestamp, and Select/Dropdown.

## How calls are synced

After each call, Allo creates a note on the matching contact, company, and deal in HubSpot with the call summary, transcript, and a link to the recording.

## How SMS are synced

SMS conversations are pushed to HubSpot as entries in the **Communications** object.

## Click-to-call

Click on any phone number in HubSpot to start a call through Allo. You can also use the **Allo Dialer** directly inside your HubSpot dashboard.

### Using the Allo Dialer in HubSpot

<AccordionGroup>
  <Accordion title="Allo Dialer setup in HubSpot">
    <Steps>
      <Step title="Open the dialer">
        Click the **Dial** icon at the top of your HubSpot dashboard.

        <Frame>
          <img src="https://mintcdn.com/themobilefirstcompany/lFwEqnA8j8IHg578/images/hubspot-dialer/dial-icon.png?fit=max&auto=format&n=lFwEqnA8j8IHg578&q=85&s=ab3808070210623fd4abe7dd8521cd0d" alt="Dial Icon" width="946" height="222" data-path="images/hubspot-dialer/dial-icon.png" />
        </Frame>
      </Step>

      <Step title="Select Allo">
        Click "HubSpot" to open the dropdown menu, and select **Allo**.

        <Frame>
          <img src="https://mintcdn.com/themobilefirstcompany/lFwEqnA8j8IHg578/images/hubspot-dialer/select-allo.png?fit=max&auto=format&n=lFwEqnA8j8IHg578&q=85&s=cd5517e13e6d8213f379e90b6bc3caa7" alt="Select Allo" width="830" height="414" data-path="images/hubspot-dialer/select-allo.png" />
        </Frame>
      </Step>

      <Step title="Log in and start calling">
        Log into Allo if prompted. Once done, you'll have access to the dialer.

        <Frame>
          <img src="https://mintcdn.com/themobilefirstcompany/lFwEqnA8j8IHg578/images/hubspot-dialer/dialer-view.png?fit=max&auto=format&n=lFwEqnA8j8IHg578&q=85&s=59fcf0a423df89090518358a7b20677d" alt="Dialer View" width="470" height="774" data-path="images/hubspot-dialer/dialer-view.png" />
        </Frame>

        Calls made through the dialer are automatically recorded and synced to HubSpot.
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## Manage your integration

### Disconnect HubSpot

To disconnect the integration:

1. Go to **Settings** > **Integrations** > **HubSpot**
2. Click **Disconnect**

You can also uninstall the Allo integration directly from HubSpot by following [HubSpot's guide to uninstalling an app](https://knowledge.hubspot.com/integrations/connect-apps-to-hubspot#uninstall-an-app).

<Warning>
  Disconnecting stops all sync between Allo and HubSpot. Existing data in HubSpot remains unchanged.
</Warning>

### Reconnect

If you need to reconnect after disconnecting:

1. Go to **Settings** > **Integrations**
2. Find **HubSpot** and click **Connect**
3. Reauthorize access in HubSpot

## Uninstalling Allo from HubSpot

To uninstall Allo directly from HubSpot, click the **marketplace icon** in the top navigation bar, then select **HubSpot Marketplace**.

You will find the Allo app in the list. In the **Actions** dropdown menu, click **Uninstall**.

<Frame>
  <img src="https://mintcdn.com/themobilefirstcompany/5BbBDLP9GdLP1nKv/images/hubspot-setup/uninstalling-allo-from-hubspot.png?fit=max&auto=format&n=5BbBDLP9GdLP1nKv&q=85&s=a704b2cd534d0c01db956557492e7cb6" alt="Uninstall Allo from Hubspot" width="2776" height="1000" data-path="images/hubspot-setup/uninstalling-allo-from-hubspot.png" />
</Frame>

For a more in-depth, general explanation on uninstalling apps from the HubSpot marketplace, [check out their own guide](https://knowledge.hubspot.com/marketplace/install-apps-in-the-hubspot-marketplace#uninstall-an-app).

## Troubleshooting

Check the sync status of any call from the **call list on [web.withallo.com](https://web.withallo.com)** — each call has an integration indicator showing its sync state.

<AccordionGroup>
  <Accordion title="I cannot connect my integration">
    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.
  </Accordion>

  <Accordion title="Call not synced to my integration">
    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.
  </Accordion>

  <Accordion title="Contacts not syncing">
    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. HubSpot also supports custom phone number fields.

    If contacts still don't appear after 15 minutes, disconnect and reconnect the integration.
  </Accordion>

  <Accordion title="SMS not synced">
    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](https://web.withallo.com) for error details.

    If SMS still don't appear, disconnect and reconnect the integration.
  </Accordion>

  <Accordion title="Duplicate contacts">
    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.
  </Accordion>

  <Accordion title="Call tags not showing">
    Call tags are stored in a custom property called **Allo Tags** on the HubSpot **Call** object, automatically created by Allo on first sync. HubSpot's call activity view is not customizable, so the **Allo Tags** property won't appear in the activity timeline — this is a HubSpot limitation, not a sync issue.

    The tags are still synced and can be used in **workflows**, **lists**, and **dashboards**. To filter or report on calls by tag, build a custom **Calls** report and add the **Allo Tags** property as a filter or breakdown.

    Watch this video for a walkthrough of building a HubSpot dashboard with the **Allo Tags** property:

    <iframe src="https://www.youtube.com/embed/CAchk93UG2s?start=425" title="YouTube video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
  </Accordion>

  <Accordion title="Call synced to the wrong contact">
    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.
  </Accordion>
</AccordionGroup>
