Alto works with a range of partners, giving you the chance to customise your CRM to best suit your needs.
You can view the partners currently offering integration with Alto in the Alto marketplace.
What is the Alto marketplace and where can I find it?
The Alto marketplace is the home of all our integration products. To access it:
- Click Integrations on the main navigation bar
Here, you can browse and choose between a range of existing Integration partners and Referral partners that are Available, and those that are Coming soon, without leaving Alto.
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Integration partners Leading prop technologies to help you work more efficiently - saving your agency time and resources |
Referral partners Services to help your clients have the smoothest experiences - integrate into Alto for free and start earning commission for your agency |
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Broken down across various integration types and Categories, you can enhance your Alto experience by integrating Alto with any products you may already use (and potentially earn commission), or register your interest in any you don't, that might benefit your needs or circumstances.
If you click Tell me more, you can view a description of what the partners integration offers, view the Benefits of using it, as well as view the partners website for additional information.
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If there are partners you currently use which aren't on the integrations list, you can click Request an integration to let us know. We're always looking to add new partners and we welcome any feedback as to what you'd like to see and use with Alto
Why should I use an integration?
We offer a variety of different integrations that are designed to make life easier for you as an agent and which also enhance your offerings to your customers.
These integrations are products we know some of our agents already use, and by connecting them to Alto, you can save time by removing the need to manually input information twice across different systems.
How do I activate an integration?
Once you've decided on an integration that you'd like to use from within the Alto marketplace, you can activate it yourself, gaining instant access to new functionality:
- Click Tell me more under the relevant integration
- If you're an existing customer with the partner and want to integrate your account with Alto, click Integrate xxxx. Depending on the partner, you might be asked for a Customer ID/API key (which they can provide if you don't know it), or, you may be able to click Integrate straight away and select the branches you'd like to activate it for, at which point your request will be sent
- If you're a new customer wanting to get set up with the partner, click Register interest to get started. Then, complete the short form and click Submit. The partner will then contact you to set up a no-obligation chat so you can find out more about them and how they integrate with Alto
To check on the status of your integration request and whether it's activated within Alto, you can view the Tell me more > Integrate page of your chosen integration.
Here, within the Branch integration section, you can view a Sent date alongside the available branches you have access to - this is the date upon which an activation email was sent to the partner.
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