What this integration does
The Allo-Salesforce integration keeps your CRM up to date automatically. Every call syncs to Salesforce with recordings, transcripts, and AI summaries. Perfect for enterprise sales teams managing complex pipelines in Salesforce. Key benefits:- Automatic contact sync between Allo and Salesforce
- Call tracking and logging to contact records
- Contact sync from Salesforce to Allo
- Call recordings and summaries saved automatically
Setup
1
Open Allo app
Launch Allo on mobile or desktop
2
Go to Integrations
Navigate to Settings > Integrations
3
Find Salesforce
Locate Salesforce in the integrations list and tap Connect
4
Connect to Salesforce
Tap Connect to Salesforce button
5
Authorize connection
You’ll be redirected to Salesforce. Log in and authorize Allo to access your Salesforce account.
6
Confirm connection
Return to Allo and wait for the “Connected” confirmation
All your Salesforce contacts will sync to Allo automatically. Contact information displays during calls based on phone numbers.
How it works
Salesforce to Allo
All your Salesforce contacts and leads import into Allo automatically.
Allo to Salesforce
Every call logs to Salesforce with recordings, summaries, and metadata.
Automatic contact sync
Two-way sync:Changes in either system update the other in real-time. Contacts are matched by phone number and email.
Call logging
After each call, Allo automatically logs to Salesforce:Call recordings
Full audio saved to contact activity
AI summaries
Key points and action items extracted
Call metadata
Direction, duration, timestamp, outcome
Activity type
Logged as Salesforce Task
What syncs
- Salesforce to Allo
- Allo to Salesforce
From Salesforce to Allo:
- Contact and lead names
- Phone numbers
- Email addresses
- Company information
- Job titles
- Account details
- Opportunity stage
- Custom fields
Troubleshooting
Connection failed
Connection failed
Common causes:
- Salesforce authorization denied
- Insufficient Salesforce permissions
- Browser blocking popup
- Make sure you authorized Allo in Salesforce
- Verify you have appropriate permissions in Salesforce
- Allow popups for the Allo domain
Calls not syncing to Salesforce
Calls not syncing to Salesforce
Check these items:
- Integration shows as “Connected” in Allo Settings
- Contact or lead exists in Salesforce
- Contact has a matching phone number or email
- Internet connection is stable during calls
Contacts not appearing in Allo
Contacts not appearing in Allo
Wait for sync:
Initial sync can take 5-10 minutes for large databases.Verify connection:
Check that the integration shows as “Connected” in Allo Settings.Phone number required:
Contacts must have a phone number to appear in Allo.
Initial sync can take 5-10 minutes for large databases.Verify connection:
Check that the integration shows as “Connected” in Allo Settings.Phone number required:
Contacts must have a phone number to appear in Allo.
Duplicate contacts
Duplicate contacts
Matching logic:
Contacts are matched by phone number and email. If these don’t match exactly, duplicates may appear.Solution: Ensure phone numbers and emails are formatted consistently in both systems.
Contacts are matched by phone number and email. If these don’t match exactly, duplicates may appear.Solution: Ensure phone numbers and emails are formatted consistently in both systems.
Need to reconnect
Need to reconnect
To reconnect the integration:
- Go to Settings > Integrations > Salesforce
- Tap Disconnect
- Follow the connection steps again
Manage your integration
Disconnect Salesforce
To disconnect the integration:- Open Allo app
- Go to Settings > Integrations
- Select Salesforce
- Tap Disconnect
Reconnect
If you need to reconnect:- Disconnect the current integration in Allo
- Follow the setup steps to reconnect
- Reauthorize access in Salesforce