> ## 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.

# Zoho CRM

> Automatically sync contacts and log calls with summaries to your Zoho CRM

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

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

* Contacts

Contacts created in Allo are not pushed to Zoho CRM.

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

## How calls are synced

After each call, Allo pushes the call to both Zoho CRM call logs and contact notes. The contact note contains the full call summary, while the call log has basic call metadata only.

## How SMS are synced

SMS conversations are synced as notes on the matching contact in Zoho CRM.

## Click-to-call

Click on any phone number in Zoho 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    * **Integration disconnected** — Your OAuth token or API key was revoked on the integration side.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.
  </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 tags not showing">
    Call tags require a **paid** Zoho CRM plan (Standard or above). The Free edition does not support tags. If you are on a paid plan and still don't see tags, disconnect and reconnect the integration to refresh permissions.
  </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>