Connect and configure Epic CRM with GoTo Connect
Integrate GoTo Connect with Epic CRM to share contacts from GoTo Connect to Epic CRM.
Important: A Super Admin must purchase the integrations bundle from your sales rep before setting up the integration using the steps below. Customer Engagement accounts have the integration bundle already included.
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 Epic CRM to 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 Epic CRM account to perform this task.
Enable workflows
Before you begin: You must be assigned the
Admin role to perform this task.