Alta Help Center

Settings

Set Up Your Katie Reps and Integrations

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:

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.

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:

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: