Sync contacts with another CRM via API
Hello! I’m new to developing with GoTo and would like to know if it’s possible to sync GoTo Connect contacts with another CRM using the API. The idea is: when a client sends a message, GoTo would trigger an API call to the external CRM to create a new lead (using its “Leads” endpoint). We’d also like to link the contact in GoTo so users can open the corresponding CRM record directly — similar to how the Salesforce integration works. I understand it’s not possible to render a custom button in the interface, but I could store the CRM link in a custom field within the GoTo contact. Is there currently any way to achieve this through GoTo’s public APIs or webhooks? Thanks in advance!
Fix Salesforce Integrations and Duplicate Call Logging - The Salesforce Lightning Integrations should NOT log a task for inbound/outbound calls if the call was instead logged using the dialer integration.
If you are using both the Salesforce (Call Center/Dialer) Integration (with automatic logging enabled) as well as the Salesforce Lightning Integration, the result will be double-logging of calls made out of Salesforce. When users are sitting at their computer they want to use the dialer because it keeps everything in the same browser window and prompts adding notes to the tasks for the call, but when they are not at their computer, ie, after business hours or traveling, they want to field calls on the GoTo mobile app and have them automatically log into Salesforce based on phone number matching. As is right now, the apps clash, so it's one or the other. The Salesforce Lightning Integrations should NOT log a task for inbound/outbound calls if the call was instead logged using the dialer integration.
GoTo Plugin in Teams - Status light
Hello everyone, I’ve been using the newly released plugin for Microsoft Teams from GoTo. It’s been a great addition, but I’ve noticed that there seems to be a missing feature. Specifically, when I’m in a phone call, the status light in Teams does not update to show that I’m on the phone. This feature would be incredibly useful for my workflow, as it would allow my colleagues and external users to our tenant who message/call me on teams to see at a glance when I’m on a call. I was wondering if there are any plans to implement this feature in a future update? If so, could anyone provide an estimated timeline for when this might be taking place? Thanks in advance for any information you can provide. Best regards
Customize Email to fax access codes
Hello to All, I would like to add angle brackets ([]) to my fax access codes. As it stands, access codes are autogenerated and not customizable. I can make it easier for my end users by prepending the access code to outbound emails on my email server. However, angle brackets are added. Here is an example of what shows on the subject line of the prepended emails: [123456789] Fax Name This is automatically rejected due to the brackets. Another idea perhaps is to update the code to start with the length of the array to be 9, if index[0] of the dataset is not equal to (0-9) than use index[1]-[9]. Else use index[0]-[8]. Another option would be to allow access codes to become optionable and allow us to create a list of users who would be able to send virtual fax. Here is the thing, I am now giving end users an extra step using access codes to send virtual faxes via Goto. Please let me know if this is feasible.
Compatibility with Apple Watch - Calls Ring on Watch
I'd really like compatibility with Apple Watch that would allow for calls to ring through on my watch. I like to keep my phone silent and use my watch to only important notifications during the work day, but I miss calls through GoTo because the notification/ring doesn't come through on my watch as it does with standard calls.
Live over the phone language translation
Please provide live, over-the-phone language translation so we can help our international customers from the moment they call in. There are several 3rd party apps that offer this service, however they do not appear to integrate with our current phone system. Thank you.
Pipedrive Integration--call/SMS logs in Deals
I appreciate the integration with Pipedrive. It creates a log entry for every call and also captures the text content of every SMS and voicemail for any person in the Pipedrive contact. It logs this information on that contact's record. However, it would be very helpful if the information was also logged into the record of whatever deal that person is attached to. A deal can be sitting there going "stale," when in realty, we been texting back and forth or having phone calls. This integration would be so much more helpful if the "deal" was updated. I contacted Pipedrive, but they said they don't control how the integration works...so now I'm making this request of you.
