Calling from Your Pipeline: Allo Dialer + Streak 📞

If your calling workflow lives in one tab and your CRM lives in another, tracking gets messy fast. In this session, we’ll walk through how the Allo Dialer integration works with Streak so you can place calls, keep context in Gmail, and automatically capture the right activity in your pipeline.

You’ll learn how to:

• Connect Allo Dialer to Streak (and confirm permissions)
• Place calls from a Streak box/contact and keep context while you work
• Automatically log call activity with AI summaries so your pipeline stays accurate
• Capture call outcomes + notes in a consistent way your team can use
• Set yourself up for next steps: tasks, reminders, and follow-up emails
• Avoid common setup issues (multiple numbers, shared inboxes, teammate access)