AlloSalesforce

Every call logged on the right Salesforce opportunity

Allo connects your phone to Salesforce, so every call, text and voicemail lands on the matching contact and opportunity, written up by AI. No more logging calls by hand.

SalesforceSalesforceNative integrationTwo-way contact syncLive in minutes

Trusted by 5,000+ sales teams

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See Allo and Salesforce in action

Your Salesforce, kept current by every call

Allo reads your Salesforce records into the dialer and writes every conversation back where it belongs, so nobody updates the CRM by hand again.

Contacts sync both ways

New contacts and leads in Salesforce show up in Allo, and anyone you call in Allo is matched or created in Salesforce. Numbers and details stay aligned automatically.

ContactSynced to Salesforce
Marta RuizVP Sales, NorthwindSalesforce
Calls log themselves

Every call, text and voicemail is logged as an activity on the right contact and opportunity, with the recording, an AI summary and the outcome. Nothing to type.

Logged
AI summary
SalesforceSalesforce
Follow-ups drafted for you

Allo drafts the follow-up email or text from what was actually said, so the next step is ready the moment you hang up.

Email draft ready
To
Send

What syncs with Salesforce

Everything that happens on the phone, on the matching Salesforce record, automatically.

AlloAlloSalesforceSalesforce
Contacts and leadsMatched or createdTwo-way
CallsLogged as activitiesAuto-logged
AI summariesKey points and next stepsAuto-logged
RecordingsAttached to the callAuto-logged
Texts (SMS)Logged next to the callsAuto-logged
OpportunitiesActivity on the right dealAuto-logged

Contact sync runs continuously. Calls, texts and summaries log the moment they finish.

Logging by hand vs logging with Allo

Logging calls by hand

  • Typing notes after every call, or forgetting to
  • Opportunities out of date by the end of the day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
  • Contacts and opportunities always current
  • Recording, transcript and AI summary on the record
  • Managers see every conversation, no chasing

Salesforce integration FAQ

It'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 contact and opportunity.

The Salesforce integration is included on the Allo Business plan. 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 contact and opportunity 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.