Alta

We use secure OAuth 2.0 authentication to connect without sharing your login details.

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When connecting Alta to your CRM, you’ll need to grant specific OAuth scopes during authentication.

Read existing CRM records (to avoid duplicates)

Write new records (contacts, companies, deals) from campaigns

Sync activity logs (emails, calls, meetings)

Stay connected without requiring you to re-authenticate

- Read existing CRM records (to avoid duplicates)
- Write new records (contacts, companies, deals) from campaigns
- Sync activity logs (emails, calls, meetings)
- Stay connected without requiring you to re-authenticate

<code>oauth</code> → Core authentication

<code>crm.lists.read</code> → View lists

<code>crm.lists.write</code> → Create and update lists

<code>crm.objects.companies.read</code> → View company records

<code>crm.objects.companies.write</code> → Create and update company records

<code>crm.objects.contacts.read</code> → View contact records

<code>crm.objects.contacts.write</code> → Create and update contact records

<code>crm.objects.deals.read</code> → View deals/opportunities

<code>crm.objects.deals.write</code> → Create and update deals/opportunities

<code>crm.objects.owners.read</code> → View CRM owners (reps)

<code>crm.schemas.companies.read</code> → View company schema (field definitions)

<code>crm.schemas.companies.write</code> → Modify company schema

<code>crm.schemas.contacts.read</code> → View contact schema

<code>crm.schemas.contacts.write</code> → Modify contact schema

<code>crm.schemas.deals.read</code> → View deal schema

<code>crm.schemas.deals.write</code> → Modify deal schema

- <code>oauth</code> → Core authentication
- <code>crm.lists.read</code> → View lists
- <code>crm.lists.write</code> → Create and update lists
- <code>crm.objects.companies.read</code> → View company records
- <code>crm.objects.companies.write</code> → Create and update company records
- <code>crm.objects.contacts.read</code> → View contact records
- <code>crm.objects.contacts.write</code> → Create and update contact records
- <code>crm.objects.deals.read</code> → View deals/opportunities
- <code>crm.objects.deals.write</code> → Create and update deals/opportunities
- <code>crm.objects.owners.read</code> → View CRM owners (reps)
- <code>crm.schemas.companies.read</code> → View company schema (field definitions)
- <code>crm.schemas.companies.write</code> → Modify company schema
- <code>crm.schemas.contacts.read</code> → View contact schema
- <code>crm.schemas.contacts.write</code> → Modify contact schema
- <code>crm.schemas.deals.read</code> → View deal schema
- <code>crm.schemas.deals.write</code> → Modify deal schema

<code>openid</code> → Authenticate users securely

<code>refresh_token</code> → Keep the integration connected without re-login

<code>api</code> → Access Salesforce data (contacts, accounts, opportunities, etc.)

- <code>openid</code> → Authenticate users securely
- <code>refresh_token</code> → Keep the integration connected without re-login
- <code>api</code> → Access Salesforce data (contacts, accounts, opportunities, etc.)

You can connect Pipedrive to Alta either with OAuth (recommended) or with an API token.

In Alta, click Connect with Pipedrive.

1. In Alta, click Connect with Pipedrive.
2. Sign in to your Pipedrive account.
3. Authorize the requested scopes.

In Pipedrive, go to Profile → Personal preferences → API.

In Alta, paste the token into the API Key field and click Connect.

1. In Pipedrive, go to Profile → Personal preferences → API.
2. Copy your API token.
3. In Alta, paste the token into the API Key field and click Connect.

To connect Alta to your CRM securely and accurately, certain permissions are required. Here are common questions about them.

FAQ: CRM Integration Permissions

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FAQ: CRM Integration Permissions

Secure Authentication

Required Scopes for CRM Integrations

Why these scopes are needed?

HubSpot Required Scopes

Salesforce Required Scopes

Pipedrive Authentication