give Alta permission to read/write the objects it needs—leads/contacts, companies/accounts and engagement activities—so Katie & Alex can push meetings and pull fresh context in real time.
1 Why connect your CRM?
Zero‑copy data – Katie pulls titles, phone numbers and company size directly from your source of truth.
Friction‑free hand‑off – every booked meeting lands as a new Contact + Event/Task in the correct pipeline stage.
Clean attribution – revenue dashboards can trace pipeline back to “Alta – Katie” or “Alta – Alex” activities.
2 Pre‑requisites
🔒 Permission | HubSpot | Salesforce | Pipedrive |
App install / OAuth grant | Super Admin | System Admin | Global Admin |
API access tier | Any paid plan | Enterprise or API enabled | Any plan |
Alta role | Owner or Admin | Owner or Admin | Owner or Admin |
Disable any pop‑up blockers before you begin – each flow opens a new authorisation tab.
3 Navigation path in Alta
Settings → Integrations → CRM
Click Connect next to your CRM logo.
Follow the CRM‑specific wizard below.
(You can only have one primary CRM connected at a time. If you need to switch later, see Disconnecting & re‑auth)
4 HubSpot OAuth
Step‑by‑step
In the pop‑up, sign in with a Super Admin HubSpot user.
Select the correct HubSpot portal if you manage multiple accounts.
Review the requested scopes – Alta needs:
crm.objects.contacts.read/writecrm.objects.companies.readcrm.objects.deals.writecrm.timeline.events.write
Click Grant Access.
Back in Alta, choose Default Pipeline and Default Owner for new records.
Hit Save & Test – Alta pushes a test contact named
Alta Test <timestamp>.
What syncs?
Direction | Objects | Frequency |
⬅️ HubSpot → Alta | Contacts, Companies | Near real‑time (webhooks) |
➡️ Alta → HubSpot | Contacts, Notes, Tasks, Meetings | Instant after each booking |
Troubleshooting
Error: insufficient scopes – ensure the user doing the OAuth is a super‑admin.
Test record didn’t arrive – check if a Duplicate‑prevention workflow blocked the insert.
5 Salesforce OAuth
Step‑by‑step
Choose Production or Sandbox.*
Log in with a System Administrator profile that has API Enabled and Modify All Data.
Approve the connected‑app scopes (you’ll see "Alta HQ – Revenue Workforce").
Back in Alta, map your Lead Status and Opportunity Stage picklists.
Select Sync Mode:
Create‑or‑update (recommended)
Update‑only (never creates new Leads)
Save & Test – Alta inserts a Lead named
Alta Test Lead.
*You can switch orgs later by disconnecting and re‑authorising.
Field mapping reference
Alta automatically maps the following:
FirstName,LastName,Email,Company,Phone,TitleActivities →
Task(Type=Call) &Event(Meeting).
Add custom fields under Settings → Integrations → CRM → Field Mapping.
6 Pipedrive API Token or OAuth
Using OAuth (preferred)
Click Connect with Pipedrive → sign in.
Authorise the scopes shown.
Using an API token
In Pipedrive go to Profile → Personal preferences → API.
Copy the long token.
Paste into Alta’s API Key box → Connect.
Sync behaviour
Direction | Objects |
⬅️ Pipedrive → Alta | Persons, Organisations |
➡️ Alta → Pipedrive | Persons, Activities (Call, Meeting) |
Pipedrive’s API limits are low (100 req/5 min). Alta queues writes automatically.
7 Common settings
Two‑way sync toggle – disable if you only want Alta to push data.
Default owner – choose which rep owns new records (usually the rep whose mailbox booked the meeting).
Record deduplication – Alta matches on email and company domain; if both exist the contact is updated, not recreated.
8 Testing & verification checklist
9 Disconnecting & re‑auth
Settings → Integrations → CRM.
Click ⋯ → Disconnect.
Historical data remains; Alta simply stops reading/writing until you connect again.
10 FAQ
Question | Answer |
Can I connect two CRMs at once? | Not today. Use data sync tools like Syncari to mirror if you need both. |
Will Alta overwrite my manual edits? | No – Alta updates only the fields it created; your reps remain record owners. |
What about custom objects (e.g. Engagements)? | Reach out to support; we can enable custom mappings on enterprise plans. |
Does Alta respect HubSpot’s "GDPR delete"? | Yes – delete a contact in HubSpot and our service hard‑deletes the copy within 24 h. |