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How to connect

1

Open integrations

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

Connect monday.com

Find monday.com in the list and click Connect.
3

Install the Allo app

Allo opens monday.com in a new tab. Install the Allo app in your monday.com workspace, then return to Allo.
4

Continue setup

Back in Allo, click Continue setup.
5

Authorize

You’ll be redirected to monday.com. Sign in if needed, then grant Allo all requested permissions.
6

Select a board

Choose the monday.com board you want to sync with Allo contacts.
7

Map your fields

Match your board’s columns to Allo’s contact fields. Name and phone number are required. Last name, email, company, and job title are optional.

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What syncs

From monday.com to Allo:
  • Contacts, mapped from the columns of the board you select
Contacts created in Allo are not pushed to monday.com. Sync direction: One-way (monday.com → Allo).

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How calls are synced

After each call, Allo updates the matching item on your connected board with the call summary, transcript, and a link to the recording.

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How SMS are synced

SMS conversations update the matching item on your connected board, with the message and a link to the conversation.

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Click-to-call

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

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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.
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.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.