Settings
Set Up Your Katie Reps and Integrations
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.