Alta

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

How to Connect Salesforce CRM to Alta

Follow these steps to connect Alta with your HubSpot CRM and configure deduplication and push settings

How to Connect Your HubSpot CRM

Follow these steps to connect Alta with your Pipedrive CRM and configure your push settings

How to connect to Pipedrive

You can connect Slack to Alta to receive notifications and updates directly in your workspace.

How to Connect Your Slack Channel

CRM Integration: Deduplication, Push, and Permissions

To connect Alta to your CRM securely and accurately, certain permissions are required. Here are common questions about them.

FAQ: CRM Integration Permissions

This guide explains how to configure your Twilio number so SMS replies are received directly in the Alta Inbox.

How to Receive Twilio SMS Replies in Alta

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.

Enabling WhatsApp Messaging in Alta (via Twilio)

This guide explains how to configure your Twilio number so WhatsApp replies are received directly in the Alta Inbox.

How to Receive Twilio WhatsApp Replies in Alta

Sharon Drelevich

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