What this integration does
The Allo-Zoho CRM integration keeps your CRM up to date automatically through Zoho Flow. Every call and SMS syncs to Zoho with recordings and AI summaries. Perfect for businesses using Zoho CRM to manage customer relationships. Key benefits:- Automatic contact sync between Allo and Zoho CRM
- Call and SMS logging to contact records
- Flexible workflow automation with Zoho Flow
- Real-time event notifications
This integration uses Zoho Flow to connect Allo with Zoho CRM. You’ll need a Zoho Flow account (free tier available).
Setup
Get your Allo API key
1
Open Allo app
Launch Allo on mobile or desktop
2
Go to Integrations
Navigate to Settings > Integrations
3
Find Zoho CRM
Locate Zoho CRM in the integrations list
4
Copy API key
Your Allo API key is displayed. Copy it for the next steps.
Connect via Zoho Flow
1
Log into Zoho Flow
Go to Zoho Flow and log in (or create a free account)
2
Create new workflow
Click the + button in the left menu to create a new workflow. Give it a name.
3
Choose App trigger
Select App as trigger, then search for Allo in the application list
4
Select Watch Events
Choose Watch Events and click Next
5
Create new connection
To connect Zoho Flow to Allo:
- Click New Connection
- Paste your Allo API key
- Click to confirm
6
Configure events
Select which Allo events you want to receive:
- Calls - Call recordings and summaries
- SMS - Text messages sent and received
- Both - All events (recommended)
7
Add Zoho CRM action
Add an action to create or update records in Zoho CRM with the call/SMS data
8
Test and activate
Use the toggle button at the bottom right to test the workflow, then activate it
Your workflow is now active. All calls and SMS will sync to Zoho CRM automatically through Zoho Flow.
How it works
Zoho to Allo
All your Zoho contacts import into Allo automatically for caller recognition.
Allo to Zoho
Every call and SMS triggers Zoho Flow, which logs data to Zoho CRM.
Event-based sync
When you receive or make a call in Allo:- Allo sends an event to Zoho Flow
- Zoho Flow triggers your workflow
- Workflow creates or updates CRM record
- Call details, recording, and summary save to Zoho
Contact sync
Zoho to Allo:All contacts from Zoho CRM sync automatically. New contacts appear within 10 minutes.
Call and SMS logging
After each call or SMS, Zoho Flow receives:Call recordings
Full audio with recording link
AI summaries
Key points and action items
Call metadata
Direction, duration, timestamp, outcome
SMS content
Full message text and metadata
What syncs
- Zoho to Allo
- Allo to Zoho
From Zoho CRM to Allo:
- Contact and lead names
- Phone numbers
- Email addresses
- Company information
- Job titles
- Custom fields
Workflow customization
Zoho Flow lets you customize how data syncs to Zoho CRM:Example workflows
Basic call logging:- Trigger: Allo call event
- Action: Create call activity in Zoho CRM
- Trigger: Allo call event
- Condition: Call duration > 5 minutes
- Action: Update lead score in Zoho CRM
- Trigger: Allo SMS received
- Action: Create task in Zoho CRM for follow-up
- Trigger: Allo call event
- Action 1: Log to Zoho CRM
- Action 2: Send Slack notification
- Action 3: Create Google Calendar event
Troubleshooting
Connection failed in Zoho Flow
Connection failed in Zoho Flow
Common causes:
- Incorrect Allo API key
- Extra spaces when copying key
- API key expired
- Copy the API key again from Allo Settings
- Make sure no extra spaces are included
- Generate a new API key if needed
Workflow not triggering
Workflow not triggering
Check these items:
- Workflow is activated (toggle is on)
- “Watch Events” is configured correctly
- You selected the right events (Calls, SMS, or both)
- Your Zoho Flow plan has available workflow executions
Data not appearing in Zoho CRM
Data not appearing in Zoho CRM
Verify workflow actions:
- Check that you added a Zoho CRM action to the workflow
- Ensure field mappings are correct
- Test the workflow to see error messages
Contacts not syncing to Allo
Contacts not syncing to Allo
Wait for sync:
Contact sync can take up to 10 minutes.Check connection:
Verify the integration shows as “Connected” in Allo Settings.Phone number required:
Contacts must have a phone number to appear in Allo.
Contact sync can take up to 10 minutes.Check connection:
Verify the integration shows as “Connected” in Allo Settings.Phone number required:
Contacts must have a phone number to appear in Allo.
Need to reconnect
Need to reconnect
To reconnect the integration:
- In Allo: Go to Settings > Integrations > Zoho CRM
- Get a fresh API key
- In Zoho Flow: Edit your connection and update the API key
- Test the workflow
Manage your integration
Disconnect Zoho CRM
To disconnect the integration: In Allo:- Go to Settings > Integrations
- Select Zoho CRM
- Tap Disconnect
- Turn off the workflow
- Delete the connection to Allo
Update API key
If your Allo API key changes:- Get new API key from Allo Settings
- Edit the connection in Zoho Flow
- Paste new API key
- Save and test