Settings
Set Up Your Katie Reps and Integrations
By Sharon and 2 others3 authors14 articles
Katie's Reps
Manage the users of your account
How to Match Your Alta User to Your CRM UserFollow these steps to set up your user profile in Alta and connect it with your CRM user.
How to Connect Your Gmail / Outlook to Your Alta AccountFollow these steps to connect Gmail or Outlook to your Alta account:
How to Add a Signature to Your Emails in AltaLearn how to create your own signature to be attached to the emails that Alta provides for you.
How to Connect Your LinkedIn accountTo connect your LinkedIn account to Alta, follow these steps:
How to add a new Rep in AltaA step-by-step guide to setting up a Rep.
Watch a Tutorial here:
Integrations
Connect your CRM and Slack to Alta
How to Connect Salesforce CRM to AltaUse this guide to integrate your Salesforce CRM with Alta, configure de-duplication, and set up push rules.
How to Connect Your HubSpot CRMFollow these steps to connect Alta with your HubSpot CRM and configure deduplication and push settings
How to connect to PipedriveFollow these steps to connect Alta with your Pipedrive CRM and configure your push settings
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.
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.
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: