Altvia Integration
CRM & Lead ManagementWhat It Does
Altvia is a fundraising and investor-relations CRM purpose-built for private capital — private equity, venture, and real-estate fund managers (GPs) — and its defining technical detail is the same one that makes it a strong integration target: Altvia is built natively on the Salesforce platform. Its product suite layers on top of that foundation — AIM, the relationship and fundraising CRM where prospective LPs, existing investors, contacts, funds, and commitments live as Salesforce objects; Answers, the analytics and reporting layer; and Korus, the LP-facing investor portal that delivers statements, documents, and capital-account data to limited partners.
Why Real Estate Professionals Use It
A real-estate fund's competitive edge in capital formation is relationship velocity: how quickly a new prospective LP is logged, qualified, and worked into a cultivation cadence before the fund's allocation window closes, and how reliably existing LPs are kept informed enough to re-up into the next vehicle. The problem in most Altvia orgs is not data — it is the manual gap between a record changing and the IR team actually acting on it. A new LP introduction sits without a follow-up cadence; a closed commitment doesn't automatically trigger onboarding and portal access; quarter-close LP updates still get assembled by hand, one investor at a time, across a multi-week scramble. Because Altvia lives on Salesforce, every one of those gaps can be closed with an automation layer talking to the Salesforce platform API.
AI Solutions for CRM
Ebook
CTO's Guide to AI Implementation
Technical framework for CTOs evaluating AI solutions with Build vs Buy analysis
Solution
Property Data Enrichment
Auto-enrich contacts with property ownership, tax records, and market data
Solution
Universal CRM Sync Hub
Keep HubSpot, Follow Up Boss, Salesforce, and spreadsheets in perfect sync
Key Features for Real Estate
Discover how Altvia powers real estate automation workflows
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Feature
Salesforce-Native Investor Data Model (AIM)
Altvia's AIM CRM models contacts, investor entities (LPs), funds/vehicles, commitments, and relationships as Salesforce objects within the Altvia managed package — accessible through standard Salesforce REST/Bulk/SOQL.
Real Estate Impact
Because investor and commitment records are Salesforce objects, you can read and write them with first-class, documented API patterns — query every LP committed to Fund III, or push an enrichment result and fit-score back onto a prospective investor — without a fragile custom scraper. The fund-relationship schema is already there; the automation just speaks Salesforce to it.
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Automation Workflows
Ready-to-deploy workflows powered by Altvia + NextAutomation
Workflow 1 of 4
Intermediate
New Prospective LP → Enrichment + Fit-Score + Cultivation Cadence
When a new prospective LP relationship is created in Altvia's AIM CRM, the automation enriches it, scores fit against the fund's target investor profile, assigns the right capital-raiser, and drops the LP into a tracked cultivation cadence — turning a warm introduction into a sequenced relationship instead of a forgotten record.
Trigger: New investor / contact record created in the Altvia Salesforce org (Salesforce Change Data Capture event on the AIM investor object, or a Platform Event)
Workflow Steps
1Salesforce CDC fires: a new prospective LP is created in AIM with name, firm/entity, relationship source, and any known mandate context
2n8n receives the event and queries the full record via SOQL (Salesforce REST API) for the fields the automation needs
3Enrich the investor: append firmographics, investor-type, and known prior-fund relationships from an enrichment source and verify contact details
4Score fit against the fund's target LP profile (check-size band, asset-class appetite, mandate match, existing-relationship signal) into a 0-100 priority score
+3 more steps
Capital-raisers open a cultivation list that is already enriched and ranked — they work the LP most likely to commit first, instead of triaging a flat list of introductions. Every new prospective LP gets a tracked cadence the day they're logged, not whenever someone remembers them.
Triggers & Actions
Connect Altvia to your workflows with powerful triggers and actions
Triggers
New Investor / Contact Created
Fires when a new investor entity or contact is created in the Altvia AIM CRM, via Salesforce Change Data Capture or a Platform Event on the object.
Enrich the new prospective LP, score fit against the fund's target investor profile, and enroll it in the right capital-raiser's cultivation cadence.
Relationship Stage Changed
Fires when an LP's fundraising/relationship stage is updated in Altvia (e.g. introduction → soft-circle → committed → funded) via CDC on the investor object.
On a move to 'soft-circle', advance the cultivation cadence; on a move to 'committed', trigger the onboarding and Korus provisioning sequence.
Commitment Created / Updated
Fires when a commitment record is created or its amount/vehicle changes in Altvia (CDC on the commitment object).
On a closed commitment, kick off subscription documents, KYC tasks, and Korus portal access, and sync the LP to the GP's relationship database.
Fund / Vehicle Status Changed
Fires when a fund or vehicle record is created or its status changes (e.g. set to 'raising') in the Altvia org (CDC on the fund object).
When a new vehicle goes to 'raising', run an AI re-up match across the existing LP base and draft personalized outreach for review.
Activity / Touch Logged
Fires when a call, meeting, email, or note is logged as a Salesforce activity against an investor, contact, or fund in Altvia.
After an LP coffee is logged, advance the cultivation cadence to the next touch and (via AI) draft a recap and next-step note in the GP's voice.
Actions
Query Records (SOQL)
Run a SOQL query through the Salesforce REST API to read any Altvia object — investors, commitments, funds, contacts, activities — with filters and relationships.
At quarter close, query every LP's commitment and capital-account context to pre-populate the AI drafting node for personalized LP updates.
Create or Update Investor
Create a new investor record or write enrichment, fit-score, and status fields back to an existing Altvia investor via the Salesforce REST or Bulk API.
Write an enrichment result and a fit-score onto a freshly created prospective LP so the cultivation list is ranked before the first touch.
Create or Update Commitment
Create or update a commitment record's amount, vehicle, effective date, or linked investor via the Salesforce API.
When a soft-circled LP confirms, create the commitment record and link the investor and vehicle automatically to trigger onboarding.
Create Task / Log Activity
Create a Salesforce task assigned to a capital-raiser or IR user, or write a call/email/meeting/note as an activity against an investor, commitment, or fund.
On a closed commitment, create the subscription-document and KYC tasks with due dates and log the onboarding kickoff as an activity.
Update Fundraising Stage
Update an LP's fundraising/relationship stage in Altvia (introduction, soft-circle, committed, funded) via the Salesforce API.
When an AI follow-up system captures an LP's soft-circle intent from an email reply, advance their Altvia stage and trigger the cultivation cadence.
Publish / Notify on Korus Portal
Trigger a Korus portal action — provision LP access, or notify an LP that an approved report or document is available — coordinated with Altvia's portal surface once provisioned.
After GP approval of AI-drafted quarterly LP updates, publish them and send each LP a portal notification with a deep link to their statement.
Setup Guide
Get started in approximately 1-2 hours for Connected App setup and a first SOQL read; half a day for a CDC-triggered enrichment + cultivation-cadence workflow; 1-2 days for full onboarding and AI-assisted quarterly reporting. Korus portal coordination with Altvia adds lead time outside your control.
Prerequisites
- An Altvia subscription running on a Salesforce org (Altvia/AIM is a managed package installed in Salesforce — confirm with your Altvia/Salesforce admin which org hosts your data)
- Salesforce admin access (System Administrator profile) to the org Altvia is installed in, to create a Connected App and grant API access
- Salesforce edition with API access enabled (Enterprise, Unlimited, or an edition with the API add-on; confirm 'API Enabled' on the integration user's profile)
- The Altvia managed-package object/field map and namespace prefix from your Altvia admin (investor, commitment, fund, and contact object API names)
- For Korus portal provisioning or any Altvia-managed integration surface: coordination with Altvia, whose portal access and configuration are gated to provisioned accounts (contact Altvia at altvia.com)
- n8n instance (cloud or self-hosted) with the Salesforce node or an HTTP Request node for REST/Bulk/SOQL calls, and a dedicated least-privilege Salesforce integration user
1
Confirm Altvia Runs on Salesforce and Map the Objects
Altvia is a Salesforce managed package, so your integration target is the Salesforce org, not a separate 'Altvia API'. In Salesforce Setup → Object Manager, identify the objects your workflows need — investor/account, contact, the Altvia commitment object, and the fund/vehicle object. Note their API names; managed-package custom objects carry the Altvia namespace prefix and field API names differ from their labels.
Ask your Altvia admin for the namespace prefix and a field map up front. Getting managed-package field API names right before you start writing queries saves hours of trial-and-error.
2
Create a Salesforce Connected App for API Access
In Salesforce Setup → App Manager → New Connected App, enable OAuth settings, set the callback URL, and select scopes (at minimum 'Access and manage your data (api)' and 'Perform requests at any time (refresh_token, offline_access)'). Save and record the Consumer Key and Consumer Secret. This is the standard, documented Salesforce OAuth path — no special Altvia credentials required for the AIM data layer.
Use the OAuth 2.0 JWT bearer or client-credentials flow for unattended server-to-server automations so you are not dependent on an interactive login or a token that expires mid-workflow.
3
Provision a Least-Privilege Integration User
Create a dedicated Salesforce user for the automation with a profile/permission set granting API access and object/field permissions only on the Altvia objects your workflows read or write. Never run automations as a named capital-raiser — if that person leaves and is deactivated, every workflow breaks.
Scope field-level security tightly. The integration user should see exactly the fields your automations touch and nothing more — this is both a security and a debugging win for sensitive investor data.
4
Connect n8n and Test a SOQL Read
In n8n, add Salesforce credentials using the Connected App's Consumer Key/Secret and the integration user. Build a test workflow that runs a SOQL query via the REST API (e.g. a SELECT against the Altvia investor object created today) to confirm authentication and object access before writing anything. A 401 means a credential format issue; a 403 means the integration user lacks a permission scope.
Log raw API responses to a sheet for your first week. Managed-package field names are easy to mistype, so having real response samples makes building the write-back and reporting steps far faster.
5
Subscribe to Change Data Capture for Real-Time Triggers
In Salesforce Setup → Change Data Capture, enable CDC for the objects you want real-time triggers on (investor, commitment, fund). Subscribe your event consumer (n8n's Salesforce Trigger node or a streaming client) so a new prospective LP, a stage change, or a closed commitment fires workflows the instant it happens rather than on a nightly batch.
Enable CDC only for the objects you actually act on. Events can be high-volume on a busy fundraise; subscribing to everything floods your automation with changes you ignore.
6
Coordinate Korus Portal Actions, Then Wire Write-Back
For workflows that provision Korus portal access or publish reports to LPs, coordinate the portal surface and any Altvia-managed configuration with Altvia (this is the partner-gated half — not a standard Salesforce toggle). Once reads, events, and portal coordination are in place, connect the outputs: write enrichment and fit-scores back to investors, create onboarding tasks and activities, push fundraising figures to your reporting layer, and route notifications to Slack or email. Map Altvia/Salesforce record IDs to any external IDs so the loop stays consistent.
Use the Salesforce Bulk API for high-volume write-back (mass enrichment of a large LP set) and the REST API for single-record real-time updates. Mixing them appropriately keeps you within Salesforce daily API limits.
Frequently Asked Questions
Common questions about Altvia integration
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