Every call logged on the right Pipeline CRM person

Allo pulls your people, companies and deals out of Pipeline CRM and into the dialer, then logs every call back as an activity with its AI summary, transcript and recording. Texts are logged there too.

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 Pipeline CRM

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

Pipeline CRM
PipelineDealsPeopleCompaniesCalendarReportsSearch
Person
Maya Cole
Actions
Person Details
Company
Brightside Café
Title
Office Manager
Owner
Jordan Lee
Phone
(555) 010-0142
Activity Feed
AllActivitiesEmailSystem
Add an activity
Call with Maya ColeAlloOct 2, 10:42 AM
Jordan Lee
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
Read more
TranscriptRecording

2It's an activity on the Pipeline CRM personSame summary, with the transcript and the recording. Nobody types it.

Call from inside
Pipeline CRM

Allo also works from Pipeline CRM. Click a number to call it in the Allo app, or let the Allo Chrome extension call and fill your Power Dialer from any Pipeline CRM page.

  • The call opens straight in the Allo app, on your Allo line. You just need the app installed.

    PeopleDealsCompanies
    Maya Cole
    Office Manager at Brightside Café
    Phone
    (555) 010-0142
    Company
    Brightside Café
    Title
    Office Manager
    Call with Maya ColeOct 2
    Email: Your quoteSep 30
    Task: Send the quoteSep 28
    Phone
    (555) 010-0142
    Maya Cole
    Calling with Allo · 00:04
    Logged in Pipeline CRM
  • With the Allo Chrome extension, an Allo icon sits next to every number in Pipeline CRM. Click it, then Call. Available on every Allo plan.

  • On a list of people, the extension finds the numbers and adds them to your Power Dialer queue. The Power Dialer is an add-on.

What syncs
with Pipeline CRM

Your records come into Allo. Everything that happens on the phone goes back as an activity.

From Pipeline CRM

  • PeopleReady to call from Allo
  • CompaniesRead into Allo as companies
  • DealsSo you know what a call is about

Records flow one way, from Pipeline CRM into Allo, and sync incrementally about every 10 minutes. Calls and texts are logged on the matching person once they end.

Auto-logged

  • CallsLogged as an activity
  • AI summariesKey points and next steps
  • TranscriptsThe full conversation
  • RecordingsLinked on the activity
  • Texts (SMS)One activity per contact per day, on the person and their company

Logging by hand
vs logging with Allo

Logging calls by hand

  • Typing an activity after every call, or forgetting to
  • Deals out of date by the end of the day
  • Details lost between the call and the CRM
  • Managers with no real view of what was said

With Allo

  • Every call logged as an activity, without anyone typing
  • Pipeline current while your team is still on the phone
  • Summary, transcript and recording on the person
  • Managers see every conversation, no chasing

Allo is an AI phone system,
not just an integration

The Pipeline CRM 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

Pipeline CRM 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

With an API key. In Pipeline CRM, go to Settings then API and view your API keys, and copy one. In Allo, go to Settings then Integrations, find Pipeline CRM, click Connect and paste the key. Only admins and managers of an Allo workspace can connect an integration.

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

People, companies and deals. That's what makes an incoming call useful before you pick up: the caller's name, the company they're from and the deal they're on are already on screen.

Records go one way, from Pipeline CRM into Allo. People you create in Allo are not pushed back. Calls go the other way: Allo logs the activity, the AI summary, the transcript and the recording link on the matching person.

Yes. Allo logs texts as an activity on the matching person and their company, one activity per contact per day: every message sent or received that day is added to the same activity, so the conversation stays in one place. It uses your Text Message or SMS note category if your account has one.

The first sync can take up to 15 minutes on a large database, then records sync incrementally every 10 minutes. Allo only pulls people who have a phone number, since a record with no number is nobody you can call.

Yes. Click any phone number in Pipeline CRM and the call opens in the Allo app; you'll need the app installed on that device. With the Allo Chrome extension, on every Allo plan, you can also call any number on a Pipeline CRM page from your browser, or send a list of people to the Power Dialer (an add-on).

By default Allo only logs calls on people who already exist in Pipeline CRM. To have unknown callers created, turn on Create lead for unknown calls in the integration settings. Calls with a contact you marked as a favorite aren't synced either. Every call in the Allo web app shows its sync status, so you can see what happened and retry.