Salesforce

CRM platform that helps you track leads, sync data, and manage your sales pipeline from start to finish—fueling Alta’s AI SDR with real-time contact and deal insights.

Supercharge Your Sales Process with Alta’s AI SDR and Salesforce Integration

In today’s fast-paced marketplace, successful businesses rely on streamlined data handling and proactive customer engagement. Alta’s AI SDR takes your Salesforce experience to the next level by automating lead qualification and outreach, ensuring your team has access to precise, up-to-date information right when they need it. From initial contact to closed-won opportunities, Alta’s seamless Salesforce integration transforms raw sales data into actionable insights.

Why Integrate Salesforce with Alta AI?

1. Real-Time Data Sync
Eliminate delays and out-of-date records. Alta automatically syncs with Salesforce in real time, so your AI SDR has the latest lead and account information at its fingertips. Whether you’re assigning leads to a rep or analyzing trends, you can trust that your data is always current and reliable.

2. Personalized Outreach at Scale
Alta’s AI SDR doesn't just pull data from Salesforce—it uses that data to craft targeted, context-rich outreach campaigns. By aligning with Salesforce objects and fields, Alta personalizes interactions based on lead scoring, account details, past engagements, and more. This hyper-relevant approach boosts response rates and expedites the qualification process.

3. Advanced Analytics and Reporting
With Alta’s analytics layer, your Salesforce data is more than just a database. It becomes a source of actionable intelligence. Identify patterns, measure SDR performance, forecast revenue, and track conversion rates—all within one intuitive dashboard. Turn high-level metrics into deep insights you can act on immediately.

4. Fully Customizable Integration
Every sales team is unique. Alta’s Salesforce integration respects your custom objects, fields, and business processes. Configure your AI SDR to follow lead assignment rules, engagement cadences, and pipeline stages that map perfectly to your organization’s workflows.

5. Seamless Revenue Operations
Expand beyond sales data by integrating Alta and Salesforce with other key platforms like Stripe (for financial transactions) and HubSpot (for marketing automation). Unifying these data sources gives you a comprehensive view of the entire customer journey—from initial touch to recurring revenue.

Industry-Agnostic, Results-Focused

Whether you’re in technology, finance, healthcare, or retail, Alta’s Salesforce integration is built to deliver. By automating SDR tasks and syncing data in real time, you shorten sales cycles and keep reps focused on high-value activities. Marketers benefit from a steady stream of qualified leads. Executives see clearer, data-driven forecasts.

Prerequisites

Salesforce Connector
Alta’s Salesforce connector reads both Standard Objects (e.g., Leads, Contacts, Accounts) and Custom Objects. Each object appears as a separate stream for maximum flexibility in data management.
Dedicated Salesforce User (Recommended)
While not mandatory, creating a dedicated user for your integration ensures seamless data flow and controlled access. It also helps manage permissions, so the right teams have the right level of visibility into lead and customer information.

Ready to Transform Your Sales Operations?

By integrating Salesforce with Alta’s AI SDR, you gain:

Proactive, AI-driven prospecting and outreach.
Real-time, data-rich engagement strategies.
Actionable insights for faster, smarter decision-making.

Say goodbye to manual data entry and incomplete follow-ups. Unite your CRM, marketing, and payment systems into a single source of truth, and focus on what matters most: building strong, lasting customer relationships.

Get started with Alta’s AI SDR and Salesforce integration today and unleash your sales team’s full potential.