1. In the Admin Account tab, register an altaFlow account if you don’t already have one. Once you’ve entered your credentials, select Sign up and save.
If you already have an altaFlow account, select Log in.
Enter your altaFlow administrator account credentials. Then, click Log in.
If you’ve forgotten your password, click Forgot password to recover it. Enter an email address to receive password recovery instructions. Then, click Recover my password.
2. Once you’ve successfully logged in to altaFlow, you will be redirected to the Select workspace tab.
Connect to the altaFlow workspace you’d like to add Pipedrive teammates to by clicking Connect.
To create a new workspace, click Create workspace.
On the next page, enter your company’s information. When finished, click Connect.
Once you’ve completed the setup wizard, proceed to the Admin tools in Pipedrive to create your custom buttons and workflows, or adjust your altaFlow account (change password, connect another workspace, etc.).
To do so, navigate to the Pipedrive record you’d like to use the Admin tools from. Once in the record, click the three dots menu. Then, select Admin tools.
