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