Streak + Allo: Bringing Calls and Texts Into Your CRM 📞

Email is only one part of the modern customer relationship. Calls and text messages often contain the most important context, but that context can easily disappear across separate tools.

In this class, we’ll demonstrate how Streak and Allo work together to give teams a more complete communication history inside Gmail.

We’ll start with a quick overview of Streak and show how teams manage leads, customers, and workflows directly inside Gmail. Then, the Allo team will demonstrate its business phone system, dialer, and SMS capabilities.

Finally, we’ll connect the two platforms and show how Allo can automatically record calls, AI-generated call summaries, and SMS conversations inside the appropriate Streak boxes.

What we’ll cover:

• A quick introduction to managing customer workflows in Streak
• How Allo handles business calls, dialing, and SMS
• Connecting Allo contacts and Streak boxes
• Automatically logging inbound and outbound calls in Streak
• Adding AI call summaries to the relevant customer record
• Recording SMS conversations alongside emails and calls
• Building a complete communication history inside Gmail