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Set Up Your Katie Reps and Integrations
By Katie and 2 others3 authors77 articles
Integrations
Connect your CRM and Slack to Alta
- How to Connect Intercom as a Data Source in Alta (Connectors)Connect Intercom through the Connectors library so Alta syncs your conversations, contacts, and companies to power support and engagement analytics, metrics, and Luna.
- How to Connect Shopify as a Data Source in Alta (Connectors)Connect Shopify through the Connectors library so Alta syncs your orders, customers, and products to power commerce analytics, metrics, and Luna.
- How to Connect NetSuite as a Data Source in Alta (Connectors)Connect NetSuite through the Connectors library so Alta syncs your transactions, customers, and items to power finance analytics, metrics, and Luna.
- How to Connect QuickBooks as a Data Source in Alta (Connectors)Connect QuickBooks through the Connectors library so Alta syncs your customers, invoices, and payments to power finance analytics, metrics, and Luna.
- How to Connect Zuora as a Data Source in Alta (Connectors)Connect Zuora through the Connectors library so Alta syncs your accounts, subscriptions, and invoices to power revenue analytics, metrics, and Luna.
- How to Connect Stripe as a Data Source in Alta (Connectors)Connect Stripe through the Connectors library so Alta syncs your customers, charges, invoices, and subscriptions to power revenue analytics, metrics, and Luna.
- How to Connect Microsoft SQL Server as a Data Source in Alta (Connectors)Connect a Microsoft SQL Server database through the Connectors library so Alta syncs the tables you choose to power metrics, dashboards, and Luna.
- How to Connect MySQL as a Data Source in Alta (Connectors)Connect a MySQL database through the Connectors library so Alta syncs the tables you choose to power metrics, dashboards, and Luna.
- How to Connect PostgreSQL as a Data Source in Alta (Connectors)Connect a Postgres database through the Connectors library so Alta syncs the tables you choose to power metrics, dashboards, and Luna.
- How to Connect BigQuery as a Data Source in Alta (Connectors)Connect Google BigQuery through the Connectors library so Alta syncs the tables you choose from your dataset to power metrics, dashboards, and Luna.
- How to Connect Snowflake as a Data Source in Alta (Connectors)Connect your Snowflake warehouse through the Connectors library so Alta syncs the tables you choose to power metrics, dashboards, and Luna.
- How to Connect Google Analytics (GA4) as a Data Source in Alta (Connectors)Connect Google Analytics 4 through the Connectors library so Alta syncs your sessions, events, and conversions to power marketing analytics, metrics, and Luna.
- How to Connect Mixpanel as a Data Source in Alta (Connectors)Connect Mixpanel through the Connectors library so Alta syncs your product events, profiles, and cohorts to power product analytics, metrics, and Luna.
- How to Connect Marketo as a Data Source in Alta (Connectors)Connect Marketo through the Connectors library so Alta syncs your leads, activities, and campaigns to power marketing analytics, metrics, and Luna.
- How to Connect SalesLoft as a Data Source in Alta (Connectors)Connect SalesLoft through the Connectors library so Alta syncs your people, cadences, and activities to power engagement analytics, metrics, and Luna.
- How to Connect Outreach as a Data Source in Alta (Connectors)Connect Outreach through the Connectors library so Alta syncs your prospects, sequences, and mailings to power engagement analytics, metrics, and Luna.
- How to Connect Gong as a Data Source in Alta (Connectors)Connect Gong through the Connectors library so Alta syncs your calls, transcripts, and users to power conversation analytics, metrics, and Luna.
- How to Connect and Use ChiliPiper in Alta Flows (Custom API Call)Connect your ChiliPiper account to Alta Flows with an API key, then use the Custom API Call action to hit any ChiliPiper endpoint — check availability, book a meeting, or…
- How to Manage Your DNC List in Alta (People, Companies, Sources, and Export)Work the DNC list day to day — the People and Companies tabs, adding entries manually or by CSV, filtering and exporting for audits, removing entries, and exactly what the…
- How to Text a Link During an AI Call in Alta (Send SMS Tool)Add the Send SMS tool so your AI voice agent can text a booking link or short message to the person it's on the phone with, mid-call.
- How to Sync a Prospect to Your CRM from an Alta Flow (Sync Person Step)Use the Sync Person action to push an Alta prospect into your CRM as a Contact or a Lead from any Flow, with per-step field mapping that overrides your default…
- How to Loop Over a List in an Alta Flow (Loop on Items)Use the Loop on Items step to run one or more Flow steps once for every item in a list — and reference the current item in the steps inside…
- How to Import and Manage Phone Numbers in Alta (SMS, WhatsApp, and Calls)Import Twilio phone numbers into Alta, give them friendly names, set their capabilities (SMS, MMS, Voice, WhatsApp), and assign an inbound assistant — all from Settings → Phone Numbers.
- How to Route Alta Notifications to Microsoft Teams (Replies, Daily Plan, and Manual Tasks)Send Alta's prospect reply, daily plan, and Manual Task approval notifications to Microsoft Teams channels or direct messages.
- How to Test Flow Steps and Generate Sample Data in AltaTest triggers and actions inside the Flow editor to generate sample data, inspect Input/Output/Logs, and catch errors before you publish.
- How to Trigger an Alta Flow from Alta Events (Prospect Replies, Status Changes, Calls, and More)Use Alta's built-in event triggers — Prospect Created, Prospect Human Reply, Prospect Outcome Changed, Prospect Status Changed, Call Completed, and LinkedIn Connection Request Accepted — to start a Flow the…
- How to Connect SendGrid as a Data Source in Alta (Connectors)Connect SendGrid through the Connectors library so Alta syncs your email delivery and engagement stats to power deliverability and marketing analytics, metrics, and Luna.
- How to Connect LinkedIn Pages as a Data Source in Alta (Connectors)Connect LinkedIn Pages through the Connectors library so Alta syncs your organic follower, post, and engagement stats to power social analytics, metrics, and Luna.
- How to Connect LinkedIn Ads as a Data Source in Alta (Connectors)Connect LinkedIn Ads through the Connectors library so Alta syncs your campaigns, creatives, and analytics to power B2B marketing analytics, metrics, and Luna.
- How to Connect Microsoft Advertising (Bing Ads) as a Data Source in Alta (Connectors)Connect Bing Ads / Microsoft Advertising through the Connectors library so Alta syncs your campaigns and performance metrics to power marketing analytics, metrics, and Luna.
- How to Connect Google Ads as a Data Source in Alta (Connectors)Connect Google Ads through the Connectors library so Alta syncs your campaigns, ad groups, and performance metrics to power marketing analytics, metrics, and Luna.
- How to Connect Mailchimp as a Data Source in Alta (Connectors)Connect Mailchimp through the Connectors library so Alta syncs your campaigns, audiences, and email engagement to power marketing analytics, metrics, and Luna.
- How to Connect Freshsales as a Data Source in Alta (Connectors)Connect Freshsales through the Connectors library so Alta syncs your contacts, accounts, leads, and deals to power sales analytics, metrics, and Luna.
- How to Connect Drift as a Data Source in Alta (Connectors)Connect Drift through the Connectors library so Alta syncs your conversations, contacts, and accounts to power conversational-marketing analytics, metrics, and Luna.
- How to Connect Zendesk as a Data Source in Alta (Connectors)Connect Zendesk through the Connectors library so Alta syncs your tickets, users, and organizations to power support analytics, metrics, and Luna.
- How to Invite Teammates and Manage Teams in AltaSend invites by email, organize members into Teams, and assign account access — all from Organization Settings.
- How to Connect and Use Monday.com in Alta FlowsConnect Monday.com with an API key and use the 5 Flows actions — Search, Create, Update, Create-or-Update, and Add Update to an Item.
- How to Connect and Use Odoo in Alta FlowsConnect Odoo to Alta as a Flows action provider, then use the six available actions to manage contacts and CRM leads from any workflow.
- How to Connect and Use Microsoft Teams in Alta FlowsConnect your Microsoft 365 account to Alta via OAuth and add a "Send Message" step to any Workflow to post into a Teams channel.
- How to Connect and Use Microsoft Outlook Calendar in Alta FlowsConnect Microsoft Outlook Calendar to Alta Flows and use the Create event, List events, and Delete event actions to automate calendar work from your flows.
- How to Build and Manage Flows in Alta (Workflows: Drafts, Publish, Runs)Build a Flow in Alta — add it, drag triggers and steps onto the canvas, publish it, and monitor every run from the Runs tab. Covers the full draft →…
- How to Route Slack Notifications in Alta (Replies, Daily Plan, Manual Task, and Workflows)Send each Alta notification type — prospect replies, daily plan, Manual Task approvals, and anything you can model in a Workflow — to a Slack channel.
- How to Track Credit Usage in Alta (Organization Settings)See exactly where your credits are going — by Campaign, Assistant, and Test Call — across This Month, This Quarter, or This Year.
- How to send a Slack message from an Alta FlowUse the Slack integration inside Alta Flows to post a message to a channel as part of any workflow — connect once via OAuth, then drop a Send Message step…
- How to trigger an Alta Flow with an incoming Webhook (Catch Webhook)Use the Catch Webhook trigger to start any Alta Flow from an external HTTP request, with optional Basic, Header, or HMAC authentication.
- How to Use AI Actions in Alta Flows (Ask AI, Summarize, Classify, Extract Data, Run Agent)Use Alta's built-in AI integration in Flows to analyze, classify, summarize, extract structured data, and run multi-step agents — no auth, no setup, runs on your workspace credits.
- How to Route an Alta Flow with the Router Step (Conditional Branches)Use the Router step inside Alta Flows to split a workflow into conditional branches — match on text, numbers, dates, booleans, or lists, with AND/OR logic and an Otherwise fallback.
- How to send an HTTP request from an Alta FlowUse the HTTP integration inside Alta Flows to call any REST API as a step — pick a method, set headers and body, choose auth, and control retries.
- How to Run an Alta Flow on a Recurring Schedule (Schedule Trigger)Use the Schedule trigger to start any Alta Flow on a fixed cadence — every few minutes, hourly, daily, weekly, monthly, or on a custom cron expression.
- How to Connect a Data Source in Alta (Connectors)Browse the Connectors library, connect a data source, choose which tables sync, and manage sync frequency, status, and deletion.
- How to Connect and Use Microsoft Dynamics 365 in Alta FlowsConnect Microsoft Dynamics 365 to Alta and use the Custom API Call action to read or write any Dynamics entity — contacts, accounts, leads, opportunities — from inside a Flow.
- How to Generate and Regenerate Your Alta API TokenCreate a personal API token from Settings → API tokens, copy it once, and use it as a Bearer token to authenticate calls to the Alta API — plus how…
- How to Connect Salesforce as a Data Source in Alta (Connectors)Connect Salesforce through the Connectors library so Alta syncs your accounts, contacts, opportunities, and leads — the training data that powers metrics, dashboards, and Luna.
- How to Connect HubSpot as a Data Source in Alta (Connectors)Connect HubSpot through the Connectors library with a one-click login so Alta syncs your contacts, companies, and deals to power metrics, dashboards, and Luna.
- How to Connect Pipedrive as a Data Source in Alta (Connectors)Connect Pipedrive through the Connectors library with an API token so Alta syncs your deals, persons, and organizations to power metrics, dashboards, and Luna.
- How to Connect Zoho CRM as a Data Source in Alta (Connectors)Connect Zoho CRM through the Connectors library so Alta syncs your leads, contacts, accounts, and deals to power metrics, dashboards, and Luna.
- How to Connect Your Slack ChannelYou can connect Slack to Alta to receive notifications and updates directly in your workspace.
- CRM Integration: Deduplication, Push, and Permissions
- FAQ: CRM Integration PermissionsTo connect Alta to your CRM securely and accurately, certain permissions are required. Here are common questions about them.
- How to Receive Twilio SMS Replies in AltaThis guide explains how to configure your Twilio number so SMS replies are received directly in the Alta Inbox.
- Enabling WhatsApp Messaging in Alta (via Twilio)To use WhatsApp messaging in Alta, you need to connect a WhatsApp Business Account (WABA) through Twilio. This guide walks you through the full setup process.
- How to Receive Twilio WhatsApp Replies in AltaThis guide explains how to configure your Twilio number so WhatsApp replies are received directly in the Alta Inbox.
- How to Connect and Use Attio in Alta FlowsConnect your Attio CRM to Alta with an API token, then use the five Attio actions (search, create, update, upsert, and add note) inside any Flow.
- How to Connect and Use Klaviyo in Alta FlowsConnect your Klaviyo account to Alta with a private API key, then use the five Klaviyo actions (search, create, update, upsert profile, and add to list) inside any Flow.
- How to Connect and Use GoHighLevel in Alta FlowsConnect your GoHighLevel CRM to Alta with an API token and Location ID, then use the five GoHighLevel actions (search, create, update, upsert, and add note) inside any Flow.
- Data Providers ListThis list includes all data providers that are part of the waterfall data enrichment.
- How to connect Your CRM to AltaThis article explains how to connect your CRM to Alta, including Salesforce, HubSpot, Pipedrive, and more. It also covers what the CRM integration does, how to set it up, and…
- Keeping your LinkedIn connected - a quick guideA few small habits that keep your LinkedIn steadily connected to Alta -sign-in, sessions, verifications, and reconnecting the Katie extension.
- Connecting Alta MCP to ClaudeThis article explains how to connect Alta MCP to Claude
Tools
Set up your tools to integrate your calendar to your calls
- How to Connect Your HubSpot Calendar Link for Alex (AI Calling Agent)You can connect your HubSpot calendar link so that Alex (AI Calling Agent) can check your availability and book meetings directly during calls. Follow the steps below:
- How to Connect Calendly to AltaYou can connect your Calendly account to Alta to enable your AI agents to book meetings or check availability in real time during calls.
- What Is the HTTP Tool in Alta's Settings?This guide explains what it is, how it works, and why it’s important for building more advanced AI workflows.
- Meeting Tools Setup GuideThis article explains how to set up Meeting Tools in Alta. Meeting Tools allow your AI assistant to check availability and book meetings directly within conversations using providers like Calendly,…
- Connecting an MCP Server to Your Alta AssistantThis article explains how to connect an MCP Server to your Alta Assistant. MCP Servers allow your assistant to connect to external tools and services, access live data, and take…
Phone Numbers
set up your phone number to use for your AI calling agent
- How to Add Your Twilio Number to AltaFollow these steps to connect your Twilio phone number in Alta:
- Inbound Reply Assistant: Connect Your AI Assistant to a Phone NumberAlta’s Inbound Reply Assistant lets an AI assistant answer calls from a connected phone number automatically, handling inbound conversations in real time without manual intervention.
- How to Create and Save PromptsThis guide explains how to create reusable prompts that can be used across multiple campaigns to save time and maintain consistency.