How contact sharing works
Contacts are shared at the workspace level by default. When a contact exists in your Allo workspace, every team member sees it, whether it was:- Created manually in the app
- Synced from a connected CRM
- Synced from your phone’s contacts on mobile
- Created via the Allo API or an automation (Zapier, Make)
On mobile, if you allow Allo to access your device contacts, those contacts become visible to your team too. Keep personal contacts out of that sync if you don’t want to share them.
Share a directory with your team
From a CRM (recommended)
From a CRM (recommended)
As an admin, go to Settings > Integrations and connect your CRM (HubSpot, Salesforce, Zoho, Attio, and more). All CRM contacts appear as shared contacts for the whole team, and stay in sync.See all integrations
From Google Contacts
From Google Contacts
Connect the Google Contacts integration: your Google directory becomes available to the team.
Duplicates
When you create a contact in Allo, it is not duplicated in your connected CRM if it already exists: we match by email and phone number first.Current limits
- No per-user contact permissions yet: a workspace contact is visible to the whole team. If your access rules live in your CRM, connect the CRM: contacts follow the CRM’s access
- No direct CSV import in-app (use the Google Contacts path above)
Troubleshooting
Contacts created via API aren't visible to the team
Contacts created via API aren't visible to the team
They should be. If your team can’t see API-created contacts, contact support: a workspace setting adjustment on our side fixes it quickly.
A colleague can't see a contact I just added
A colleague can't see a contact I just added
Ask them to refresh (pull down on mobile, reload on web). First syncs from a CRM can take a few minutes for large directories.