Connect and configure Zoho Desk with GoTo Connect

Integrate GoTo Connect with Zoho Desk to share messages, call logs, contacts, and voicemail transcripts from GoTo Connect to Zoho Desk.

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 Zoho Desk 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 Zoho Desk account to perform this task.

Sign in to GoTo Admin.
Select Home from the left navigation menu, select Integrations and then select Enable integrations.
Select Zoho Desk.
Enter your Zoho Desk Data center.
Select Connect.
Result: Your Zoho Desk 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 Zoho Desk.
From the Workflows tab, enable any of 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.
  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.
- Voicemail Transcription: When enabled, voicemails that a contact or lead leaves on your GoTo Connect number will be transcribed and added as a note to the contact or lead in Zoho Desk. Only voicemail boxes that have voicemail transcription enabled by an admin will receive voicemail transcriptions.
  Note: Voicemail transcriptions will not be saved to Zoho Desk if the voicemail was deleted before the transcription was created.
- Contact Sync: When enabled, contacts from Zoho Desk will be imported into GoTo Connect.

GoTo Connect

GoTo Meeting

GoTo Webinar

GoTo Room

GoTo Training

OpenVoice

Grasshopper

join.me

LogMeIn Resolve

LogMeIn Resolve MDM

LogMeIn Pro

LogMeIn Central

LogMeIn Rescue

GoToMyPC

GoToAssist

Hamachi

RemotelyAnywhere

Connect and configure Zoho Desk with GoTo Connect

Connect Zoho Desk to GoTo Connect for the first time

Enable workflows

Collaboration Products

GoTo Connect

GoTo Meeting

GoTo Webinar

GoTo Training

join.me

Grasshopper

OpenVoice

Remote Solutions Products

GoTo Resolve

Rescue

GoToAssist

Access Products

Pro

Central

GoToMyPC