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Connect Your CRM

Connecting your CRM and communication tools is key to making sure Katie has the data she needs to maximize your outreach results.

Stav Levi avatar
Written by Stav Levi
Updated today


Step 1: Navigate to Settings → Integrations

  • From the sidebar, go to Settings.

  • Select Integrations.


Step 2: Connect Your CRM (HubSpot)

Alta offers flexible CRM integrations. For this example, we'll show how to connect HubSpot:

  • Find Connect to HubSpot.

  • Click Connect.

  • A new window will open asking you to log into your HubSpot account.

  • Choose the correct HubSpot workspace and grant permission to integrate with Alta.

Once connected, you’ll unlock:

  • Sync: Automatically pull in and update prospect records inside Alta.

  • Smart Sync: Enrich your CRM with AI-driven insights captured through your outreach.

Tip: Keeping your CRM synced ensures Katie always targets the freshest, most qualified leads.

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Step 3: Configure HubSpot Deduplication Settings

  • Navigate to the HubSpot Integration settings.

  • Ensure that Deduplication is toggled ON for both:

    • Contact level

    • Company level

  • Setting up deduplication ensures that Katie will not source any prospects already in your HubSpot CRM - preventing duplicate outreach and keeping your pipeline clean.

Configure Contact Level Rules:

  • Filter by fields like First Name to double-check matches when deduplicating.

  • Add additional fields if needed to improve match precision.

  • Configure Company Level Rules:

    • Filter by fields like Company Domain Name to ensure you avoid reaching out to employees at existing customer or prospect companies.

  • Pro Tip:
    Use multiple field filters when possible (e.g., First Name + Email) for stricter deduplication logic.


Step 4: Configure Push Settings

Once your deduplication settings are in place, scroll down to configure how and when Katie should push new contact and company data into HubSpot.

  • Push Contacts:

    • Choose the trigger points for pushing new leads into your CRM (e.g. on first outreach, LinkedIn connection accepted, positive reply).
      Pro Tip: Align internally on the trigger rules so your team knows exactly when a contact will appear in HubSpot.

    • Define which fields Katie should sync into HubSpot when pushing a Contact/Company.
      You can map fields like First Name, Website URL, or LinkedIn URL - and decide whether each field should be updated when data changes.

  • Push Companies:
    Katie can also create companies in HubSpot if they don’t already exist.
    Use field mapping to define what gets pushed - for example, the company domain or LinkedIn company page.

  • Push Emails & Update Existing Data:
    You can enable automatic syncing of email activities to HubSpot.

🟣 Don’t forget to click Save at the bottom of the page to lock in your configuration.


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