Integrations
Connect your CRM and Slack to Alta
By Katie and 1 other2 authors29 articles
How to Connect a Data Source in Alta (Connectors)Browse the Connectors library, connect a data source, choose which tables sync, and manage sync frequency, status, and deletion.
How to Run an Alta Flow on a Recurring Schedule (Schedule Trigger)Use the Schedule trigger to start any Alta Flow on a fixed cadence — every few minutes, hourly, daily, weekly, monthly, or on a custom cron expression.
How to send an HTTP request from an Alta FlowUse the HTTP integration inside Alta Flows to call any REST API as a step — pick a method, set headers and body, choose auth, and control retries.
How to Route an Alta Flow with the Router Step (Conditional Branches)Use the Router step inside Alta Flows to split a workflow into conditional branches — match on text, numbers, dates, booleans, or lists, with AND/OR logic and an Otherwise fallback.
How to Use AI Actions in Alta Flows (Ask AI, Summarize, Classify, Extract Data, Run Agent)Use Alta's built-in AI integration in Flows to analyze, classify, summarize, extract structured data, and run multi-step agents — no auth, no setup, runs on your workspace credits.
How to trigger an Alta Flow with an incoming Webhook (Catch Webhook)Use the Catch Webhook trigger to start any Alta Flow from an external HTTP request, with optional Basic, Header, or HMAC authentication.
How to send a Slack message from an Alta FlowUse the Slack integration inside Alta Flows to post a message to a channel as part of any workflow — connect once via OAuth, then drop a Send Message step…
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 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 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.
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.
How to connect Your CRM to AltaThis article explains how to connect your CRM to Alta, including Salesforce, HubSpot, Pipedrive, and more.
It also covers what the CRM integration does, how to set it up, and…