> ## 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
## How to connect
Go to [**web.withallo.com**](https://web.withallo.com) and navigate to **Settings** > **Integrations**.
Find **HubSpot** in the list and click **Connect**.
You'll be redirected to HubSpot. Sign in if needed, then grant Allo all requested permissions.
Once authorized, you're redirected back to Allo. Your integration is now active.
Connect the integration from Allo, not from the HubSpot Marketplace. The Allo integration page at [**web.withallo.com**](https://web.withallo.com) is the only supported entry point.
## 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. You can also send a text without leaving HubSpot, straight from the Allo Dialer widget — see [Using the Allo Dialer in HubSpot](#using-the-allo-dialer-in-hubspot) below.
## 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
Click the **Dial** icon at the top of your HubSpot dashboard.
Click "HubSpot" to open the dropdown menu, and select **Allo**.
Log into Allo if prompted. Once done, you'll have access to the dialer.
Calls made through the dialer are automatically recorded and synced to HubSpot.
The Allo Dialer widget also lets you text a contact without leaving HubSpot: open the message composer from the dialer and send. It's the same composer as your Allo inbox, so the text is sent and synced exactly like any other Allo SMS.
## 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).
Disconnecting stops all sync between Allo and HubSpot. Existing data in HubSpot remains unchanged.
### 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**.
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.
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.
If the connection fails or times out, verify that the integration is being connected **from Allo** at [web.withallo.com/settings/integrations](https://web.withallo.com/settings/integrations), not from the HubSpot Marketplace. Connecting from the HubSpot Marketplace is not supported and will cause connection errors.
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.
* **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 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.
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.
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.
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:
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.
This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.
Calls made through the dialer are automatically recorded and synced to HubSpot.
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.