Connect and configure CDK CRM with GoTo Connect
Integrate GoTo Connect with CDK CRM to share call logs from GoTo Connect to CDK CRM.
Important: A Super Admin must purchase CX for automotive from your sales rep before setting up the integration using the steps below.
The following browsers are best for the sync. All major browsers are supported when third-party cookies are enabled, though some browsers disable third-party cookies by default.
- Google Chrome
- Apple Safari
- Microsoft Edge
- Mozilla Firefox when third-party cookies are enabled.
Connect CDK CRM and GoTo Connect for the first time
Before you begin:
- You must be assigned the Super Admin role to perform this task.
- You must be assigned as an admin on your organization’s CDK CRM account to perform this task.
Enable workflows
Before you begin: You must be assigned the
Admin role to perform this task.