What?

GoTo is a Voice Over IP software that integrates with Redtail CRM. GoTo provides enterprise-grade Hosted VoIP and Unified Communications to businesses and institutions.

 

GoTo

 

 

 

 

How?

Setting Up the GoTo Integration

• GoTo has provided setup instructions for the integration between it and Redtail CRM:
  GoTo - How do I integrate with Redtail?
  
  
• Contact GoTo should you encounter any issues with setting up the integration.
  
  
• Sometimes, you may need to unlink and then relink your Redtail account to GoTo. Some cases include but are not limited to:
  • When a Redtail password is changed
    
    
  • When GoTo is updated to a new version
    
    
• To unlink Redtail from GoTo, follow the instructions provided by GoTo:
  GoTo - How do I unlink my Redtail account?

 

Using the GoTo Integration

Using Redtail's API, GoTo's integration offers:

• Screen Pop - Customer information and note history automatically Pop Up with incoming and out-going calls.
  
  
• Log Phone Notes And Call Activities - Make notes during your calls that are automatically added to your Redtail client records.  You are able to categorize and set “priority” to call communications.
  
  
• Date - Incoming and outgoing calls are automatically logged in your notes section of your clients contact page.
  
  
• Click-To-Dial
  
  
• Video Conferencing - Make any contact a video meeting. Every GoTo license comes with HD video conferencing for no additional cost. Host virtual meetings and screen-share critical documents to mitigate any misunderstandings and allow the advisor to capture all pertinent communications for historical continuity.

 

GoTo Resources

GoTo Website