altaFlow

Automate your Pipedrive tasks with the altaFlow integration. This complete guide walks you through installing the app from the Pipedrive Marketplace, connecting your altaFlow workspace, inviting teammates, and creating custom buttons to run workflows from any Pipedrive record.

Download the full user guide below for step-by-step instructions with screenshots.

altaFlow for Pipedrive user guide.pdf

Complete guide to the altaFlow integration for Pipedrive — install the app, connect your workspace, and run workflows directly from Pipedrive records.

[User guide] altaFlow for Pipedrive

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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