> ## 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.

# Pipedrive

> Automatically log every call as a Pipedrive activity with AI summaries and recordings. Business plan only.

## 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 Pipedrive">
    Find **Pipedrive** in the list and click **Connect**.
  </Step>

  <Step title="Authorize">
    You'll be redirected to Pipedrive. 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 Pipedrive to Allo:**

* Contacts
* Companies
* Deals

**From Allo to Pipedrive:**

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

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

## How calls are synced

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

## How SMS are synced

SMS conversations are synced to Pipedrive as a custom activity.

## Click-to-call

Click-to-call is available when the Allo app is installed in Pipedrive. Click any phone number to start a call through Allo.

## 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.

    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 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>