QuickBooks

Instantly Recognize Callers & View Financial Insights

Access caller details like outstanding invoices, total spending, and payment history in real time.

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How it works?

Real-Time Caller Details

During calls, Allô displays customer names, outstanding invoices, and lifetime revenue directly in the app.

Enhanced Follow-Up

Access enriched AI summaries that combine call details with key financial insights from QuickBooks.

Unified Workflow

Stay informed and manage customer interactions without switching between tools.

What is Allo?

Allo is an AI-powered phone system that helps teams make the most of their calls and texts.

With Allo, you benefit from a robust phone system that includes unlimited domestic calling, call recording, HD voice quality, and affordable pricing.

And as the icing on the cake, we equip you with an AI assistant that can answer calls when you’re busy, filter spam, transcribe your conversations, prepare summaries, and route calls to your teammates.

When integrated with Allo, you can instantly recognize callers and view their financial details, such as names, total invoices, and lifetime revenue.

Why you should integrated Allo with Quickbooks?

✅ Improve service quality

✅ Speed up responses

✅ Have real-time financial data at your fingertips during every call

There’s more to Allo than just a Salesforce integration

• AI Answering service: Let Allo’s virtual assistant handle your calls, so you can focus on growing your business.
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• Cascade Ringing: Choose who gets the call first and who gets it next. Create a clear flow so your team replies fast and no call gets lost.
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• Call Recording: Replay calls anytime, review key details, and track important discussions to improve business performance.
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Other tools Allo integrates with

Streak

Allo updates your Streak CRM after every call. Recordings, timelines, and AI summaries land in the right box automatically. Your Streak contacts also import into Allo so you can call from Gmail or the app in seconds. Perfect for teams that run their pipeline inside Gmail.

Apollo

Every call, text, and voicemail made in Allo is logged automatically in Apollo. Contacts, companies, and deals stay perfectly aligned, without any manual updates.

Folk

Every call, message, and voicemail in Allo automatically updates your folk CRM. You’ll always know who called, what was said, and what needs to happen next.

Pipedrive

Keep your sales pipeline clean and up to date, automatically. With Allo’s Pipedrive integration, every call, text, and contact update flows directly into your CRM without moving a finger.

Odoo

Allo's integration with Odoo keeps your contact database and call history perfectly in sync. Your new leads, notes, and updates will flow automatically between your phone and Odoo. No manual entry required.

Zapier

Bring your call data into any app you already use. With Allo + Zapier, every call, voicemail, or message becomes a trigger to move information, create tasks, or update your tools—automatically.

Zoho Flow

Connect Allo to Zoho Flow and build smart automations that keep your tools in sync. From CRM updates to Slack alerts or invoice tracking, Allo triggers workflows that fit your business—no manual work required.

Webhook

With the webhook integration, Allo connects your phone activity to any tool or workflow. Every time a call comes in, a voicemail is left, or a message is received. Allo can send real-time data to the platform of your choice.

Make

Trigger actions every time you get a call, a voicemail, or a text. Send alerts, update your tools, or launch automations. It’s your data, do what you want with it! No devs, no limits. Just Allo and Make, working together.

Notion

Every time someone calls, Allo takes notes for you and logs everything into your Notion CRM. Summary, transcript, voicemail, next steps… neatly organized in the right contact page. No copy-paste, no missed context.

Shopify

Before answering calls, see real-time customer order details, including active orders, total purchases, and lifetime value.

Google Contacts

Instantly access caller details—such as names, companies, and contact information—during calls. With real-time syncing, your contact database stays up to date without any manual input.

Google Sheets

Automatically log call data, including summaries, contact details, and outcomes, into a shared spreadsheet.

Salesforce

With Allo’s Salesforce integration, automatically sync calls, log key details, and access real-time customer insights—right when you need them.

HubSpot

During calls, access real-time customer insights such as lead details, deal stages, and activity history.

Attio

Allo’s integration with Attio brings together your business communication and CRM management in one seamless experience.

Frequently
asked questions

Does the integration update automatically?

Yes, Allô syncs customer data with QuickBooks in real-time, so your financial details are always up to date.

How do I connect QuickBooks to Allô?

Navigate to the Integrations in the Account menu in Allô, select QuickBooks, and follow the prompts to authorize access to your QuickBooks account.

Is this integration secure?

Absolutely. Allô uses secure authentication methods and does not store sensitive financial data locally.

What customer information is displayed during calls?

You’ll see details like the customer’s name, outstanding invoices, total invoices, and lifetime revenue.

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