Step 1: Connect to Pipedrive
Go to Settings in Alta.
Select Integrations.
Click the arrow next to Connect to Pipedrive.
Press the Connect button.
Scroll down and click Allow and Install.
Log in to Alta again.
Once completed, your Pipedrive CRM will be connected.
Step 2: Configure Push Settings
After the connection is established, you can set up push rules for contacts, companies, and activities.
Push Contacts
Choose triggers such as Positive Reply.
Add field mappings (e.g., “Open Deals = Alta”) so every contact who replies will be pushed into Pipedrive with an open deal created called Alta.
Push Companies
Enable company-level push and add additional fields if needed.
Push Activities
Push activities such as emails, LinkedIn messages, and calls.
Update Existing Data
Toggle this option if you’d like Alta to update existing records in Pipedrive.
Step 3: Save Configuration
Always click Save Configuration after making changes to ensure your push rules are applied.