> ## 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.

# Pipeline CRM

> Automatically sync call recordings, summaries and SMS to your Pipeline CRM account

## How to connect

### Get your Pipeline CRM API key

<Steps>
  <Step title="Log into Pipeline CRM">
    Go to your Pipeline CRM account.
  </Step>

  <Step title="Navigate to API settings">
    Go to **Settings** > **API** > **View API Keys**.
  </Step>

  <Step title="Copy your API key">
    Copy your API key.
  </Step>
</Steps>

### Connect in Allo

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

  <Step title="Find Pipeline CRM">
    Locate **Pipeline CRM** in the integrations list and click **Connect**.
  </Step>

  <Step title="Paste your API key">
    Enter the API key you copied from Pipeline CRM.
  </Step>

  <Step title="Save and connect">
    Click **Save & Connect** and wait for confirmation.
  </Step>
</Steps>

## What syncs

**From Pipeline CRM to Allo:**

* People
* Companies
* Deals

People created in Allo are not pushed to Pipeline CRM.

**Sync direction:** One-way (Pipeline CRM → Allo).

## How calls are synced

After each call, Allo logs an activity on the matching person in Pipeline CRM with the call summary, transcript, and a link to the recording.

## How SMS are synced

Allo logs SMS as an activity on the matching person and their company, with one activity per contact per day. Each new message sent or received that day is added to the same activity, so a conversation stays in one place. The activity uses your **Text Message** or **SMS** note category if your Pipeline CRM account has one.

## Click-to-call

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

## 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.
    * **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.
  </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 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>


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