Every call and text logged on the right Close lead

Allo connects your phone to Close, so every call lands as a native Call activity on the matching lead with its AI summary and tags, and every text lands next to it as an SMS.

Or talk it through with our team
Allo
Maya Cole(555) 010-0142
You called
0:00 / 6:121x
Call summaryview more
One phone system for 12 reps

12 reps, all calling from their own cell today. No call ever reaches the CRM today. Current contract ends March 31. Wants recordings to coach new reps. Maya decides, with sign-off from the sales manager. Send the quote by Friday. Book a demo with the sales manager next week. Check which numbers they want to keep.

Logged in Close

1You hang up in AlloThe AI writes the summary while you say goodbye.

Close
Brightside Café
Qualified
CONTACTS3
Maya Cole
Office Manager
Aaron Hill
Owner
Jasmine Yu
Head Barista
Brightside Café
Portland, OR
brightsidecaf.example.com
Called Maya Cole6mAllo
Outcome: AnsweredJordan Lee · Oct 2, 10:42 AM
Allo Outbound Call - Answered - Jordan Lee (6:12)
From Jordan Lee to Maya Cole · Allo line: Sales
Tags: Demo booked
Key points
  • 12 reps, all calling from their own cell today
  • No call ever reaches the CRM today
  • Current contract ends March 31
  • Wants recordings to coach new reps
  • Maya decides, with sign-off from the sales manager
Next steps
  • Send the quote by Friday
  • Book a demo with the sales manager next week
  • Check which numbers they want to keep
Recording: Listen in Allo
SMS · Maya ColeOct 2, 9:58 AMAllo
Hi Maya, it's Jordan from Allo. Is 10:30 still good for a quick call?

2It's a Call activity on the leadSame summary in the note, with the tags and a link to the call. Nobody types it.

Call from inside
Close

Add the Allo Chrome extension and every phone number in Close gets an Allo icon. One click calls from your Allo line, and the call is logged on the lead like the rest.

  • The extension puts an Allo icon next to every number in Close. Click it, then Call, and the call starts in your Allo app.

    InboxLeadsContactsOpportunitiesReports
    Maya Cole
    Office Manager at Brightside Café
    Phone
    (555) 010-0142
    Status
    Qualified
    Lead owner
    Jordan Lee
    CallOct 2
    SMSOct 2
    EmailSep 30
    Phone
    (555) 010-0142
    Allo
    Maya Cole
    (555) 010-0142
    Call
    Calls from your Allo line
  • On a lead or contact list, the extension finds every number and adds them to your Power Dialer queue. The Power Dialer is an add-on.

What syncs
with Close

Everything that happens on the phone, on the matching Close lead, automatically.

From Close

  • ContactsFrom Close into Allo
  • LeadsInto Allo as companies

Contacts and leads sync incrementally, roughly every 5 minutes. Calls and texts are logged on the matching lead. Opportunities are not synced.

Auto-logged

  • New contactsFor unknown callers, if you turn it on
  • CallsLogged as native Call activities
  • AI summariesIn the call's note
  • TagsIn the call's note
  • OwnerThe rep's Close user, matched by email
  • Texts (SMS)Logged as native SMS activities

Logging by hand
vs logging with Allo

Logging calls by hand

  • Typing a note after each call, or forgetting to
  • Texts with prospects stuck on somebody's personal phone
  • Outcomes and durations nobody fills in
  • Managers with no view of what was said

With Allo

  • Every call on the lead's timeline the second you hang up
  • Every text logged on the same lead
  • Outcome, duration, summary and tags on the Call activity
  • The whole team sees the whole conversation

Allo is an AI phone system,
not just an integration

The Close sync is one part. Allo is the phone your team calls, texts and gets coached from every day.

See all features
AI receptionist

Allo answers when you can't, qualifies the caller and books the meeting, 24/7, so no lead slips away.

Explore this feature
Call recording and AI summaries

Every call is recorded, transcribed and summarized, so the key points and next steps are captured without taking notes.

Explore this feature
Run Allo from your AI assistant

Connect Allo to Claude, ChatGPT and more through the Allo MCP, and pull call data or trigger actions just by asking.

Explore this feature
Business texting built in

Text customers from your Allo number and keep calls and messages together in one place.

Explore this feature
Power dialer

Call through a list back to back with no manual dialing, so your reps spend their time talking, not clicking.

Explore this feature
Call analytics

See call volume, outcomes and team activity at a glance, and coach from real conversations.

Explore this feature

Close integration FAQ

An Allo agent picks up and puts you through to sales or support. It is the fastest demo on this page.

888-298-ALLO

In Allo, go to Settings then Integrations, find Close and click Connect. Sign in to Close, choose the organization to connect and click Allow. There is no API key to copy. Only admins and managers of an Allo workspace can connect an integration.

The Close integration is included from the Business plan up. CRM integrations aren't part of Solo.

Each call becomes a native Call activity on the matching lead and contact, with the direction, the outcome, the duration of answered calls and a note holding the call title, the Allo line, the tags, the AI summary and a link to listen to the call in Allo. It is dated to when the call happened. Each text becomes an SMS activity with the message, logged only: Close never sends it and uses no Close credit.

Answered calls show as Answered, missed calls and voicemails as No Answer, and failed or blocked calls as Error. If you later correct a call's summary, tags or result in Allo, Allo updates the note on the Close activity.

Contacts and leads come from Close into Allo. Calls and texts go the other way, onto the matching lead. Allo only creates contacts in Close when you turn on "Create lead for unknown calls", each on its own new lead, and it never overwrites a name, title, email or phone number already set there.

No. The integration works on contacts and leads: they come into Allo, and calls and texts are logged on them. Opportunities stay in Close as they are.

The activity is assigned to the Close user whose email matches the Allo user who took or made the call, so each rep's calls show up under their own name. If no email matches, it goes to the user who connected the integration.

Yes, with the Allo Chrome extension, available on every plan. It puts an Allo icon next to every phone number in Close: click it, then Call, and the call starts in your Allo app and is logged on the lead like the rest. On a list, Import to Power Dialer adds every number on the page to your queue; the Power Dialer is an add-on.

Each call in the Allo web app has an integration indicator that shows its sync state. The usual reasons are a caller who isn't a Close contact yet (turn on "Create lead for unknown calls"), a contact saved as a favorite in Allo, or Allo's access revoked in Close. When several contacts share a number, Allo logs the call on the first matching contact.