Connect and configure PipeRun with GoTo Connect

Integrate GoTo Connect with PipeRun to share message history and call logs from GoTo Connect to PipeRun.

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.

Connect PipeRun 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 PipeRun account to perform this task.

Sign in to GoTo Admin.
Select Home from the left navigation menu, and then select Integrations > Enable integrations.
Select PipeRun.
Enter your PipeRun API Token and then select Connect.
Result: Your PipeRun account is now connected to GoTo Connect.

Enable workflows

Before you begin: You must be assigned the Admin role to perform this task.

Sign in to GoTo Admin.
Select Home from the left navigation menu and then select Integrations.
Select PipeRun.
From the Workflows tab, enable the following workflows:
- Messaging History: When enabled, notes are created for each contact containing all messages sent and received that day.
- Call Log: When enabled, phone call records will be created for incoming or outgoing calls and associated with a contact. Call logs will be created when there is a contact match and the call will be assigned to that matching contact. The Phone activity type needs to be available for call logs to be recorded as the Phone activity type; otherwise, the call log will be recorded as an arbitrary activity type.
  Note: If your account is subscribed to AI features and Call Log with AI is enabled, then topics, flags, sentiment analysis, and summaries will be added as well.
- Contact Sync: When enabled, contacts from PipeRun will be imported into GoTo Connect.
- Voicemail Transcript: When enabled, voicemails that a PipeRun contact leaves on your GoTo Connect number will be transcribed and added as a note to the contact in PipeRun. Only voicemail boxes that have voicemail transcription enabled by an admin will receive voicemail transcriptions.
  Note: Voicemail transcriptions will not be saved to PipeRun if the voicemail was deleted before the transcription was created.

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