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Set Up Your Katie Reps and Integrations

3 authors33 articles

Integrations

Connect your CRM and Slack to Alta

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 Connect Salesforce CRM to AltaUse this guide to integrate your Salesforce CRM with Alta, configure de-duplication, and set up push rules.
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 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 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 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 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 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 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 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.
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.