Every call logged on the right Salesforce record
Allo connects your phone to Salesforce, so every call, text and voicemail lands as a task on the matching lead or contact, written up by AI. No more logging calls by hand.
Or talk it through with our team
Allo
1You hang up in AlloThe AI writes the summary while you say goodbye.
Salesforce
2It's a task on the contactSame summary, with the recording. Nobody types it.
Call from inside
Salesforce
Allo also works inside Salesforce. Open the Allo Dialer from the utility bar, or click any number on a record. Every call is recorded and logged as a task, like the rest.
A Salesforce admin adds it once, then everyone dials from the record they're on.
Every phone number in Salesforce starts a call through Allo, on your Allo line.
Call tags land in the Allo Tags field, so you can filter and report on calls in Salesforce.
What syncs
with Salesforce
Everything that happens on the phone, on the matching Salesforce record, automatically.
Two-way
Contacts and leadsMatched or created
From Salesforce
AccountsRead into Allo as companies
OpportunitiesRead into Allo as deals
Contact sync runs continuously. Calls, texts and summaries log the moment they finish.
Auto-logged
CallsA task on the lead or contact
AI summariesKey points and next steps
RecordingsAttached to the call
Texts (SMS)One task per conversation, kept up to date
Call tagsIn the Allo Tags field on the task
Logging by hand
vs logging with Allo
Logging calls by hand
Typing notes after every call, or forgetting to- Leads and contacts out of date by the end of the day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 the second you hang up- Leads and contacts always current
- Recording, transcript and AI summary on the record
- Managers see every conversation, no chasing
See Allo and Salesforce in action
Allo is an AI phone system,
not just an integration
The Salesforce sync is one part. Allo is the phone your team calls, texts and gets coached from every day.
See all features
AI receptionistAllo 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 summariesEvery 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 assistantConnect 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 inText customers from your Allo number and keep calls and messages together in one place.
Explore this feature
Power dialerCall through a list back to back with no manual dialing, so your reps spend their time talking, not clicking.
Explore this feature
Call analyticsSee call volume, outcomes and team activity at a glance, and coach from real conversations.
Explore this featureSalesforce 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-ALLOIt's a native integration. You connect Salesforce from Allo's settings in a couple of clicks, no developer needed. Once connected, contacts sync and every call starts logging automatically.
Contacts sync both ways, so new or updated records flow between Salesforce and Allo. Calls, texts, recordings and AI summaries are written from Allo onto the matching Salesforce lead or contact, as a task.
The Salesforce integration is included from the Business plan up. CRM integrations aren't part of Solo. You'll also need a Salesforce account with API access enabled.
No. Allo matches on phone number and email before it logs anything, so calls land on the existing lead or contact instead of creating duplicates.
The call itself (inbound or outbound), the recording, an AI summary with the key points and next steps, the outcome, and any texts, all on the right Salesforce record.
Yes. Click any phone number in Salesforce to call through Allo, or add the Allo Dialer to your app's utility bar: an Open CTI softphone a Salesforce admin installs in a few minutes. Calls made there are recorded and logged like the rest.
In an Allo Tags field on the task, which Allo creates on the first sync. A Salesforce admin makes it visible to the other profiles and adds it to the task layout, then you can filter and report on calls by tag.