How do I integrate with Microsoft Outlook?
Integrate your phone system or meeting details with Outlook. Share your Outlook contacts with your GoTo Connect contact list and select a phone number within Outlook to initiate a call.
You must have a Microsoft account to use this integration.
Before you begin: The GoTo Outlook add-in doesn’t support all browsers (for example, IE11). If you’re on an unsupported browser, you will get an
Old version of Outlook detected message and the
old GoTo Meeting Office 365 Outlook Add-In will be installed instead. In this case, only events will be synced. Learn more about
browsers used by Outlook add-ins.
Restriction: This Outlook Integration does not work with private hosted versions of exchange.
Note: The Microsoft Outlook integration login session ends after 7 days. You will need to sign in to GoTo for Outlook using your GoTo credentials every 7 days to maintain the connection between GoTo and Microsoft Outlook.
Outlook for Desktop
Before you begin: You must have Outlook 2016 or newer (Mac) or Outlook 2019 or newer (Windows) to use this integration. Syncing your Outlook contacts requires an Office 365 account.
- In Microsoft Outlook, select
or select the three dots and then select Get add-ins from the toolbar in the home tab.
Tip: If you cannot find the Add-in icon in the toolbar, select . To learn more, view Installing Office Add-ins to Your Mailbox.
What to do next:
When you initiate a call from the app, it first sends the call to your desk phone or softphone (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number.
Note: You cannot make outgoing calls from the newest version of Outlook for Mac yet.
When you schedule a meeting, select GoTo Integration in the toolbar to attach and remove your meeting details directly from Outlook.
Outlook on the Web
Before you begin: For the integration to work properly, you must disable the block the
Block third-party cookies setting in your Security and Privacy.
Note: Syncing your Outlook contacts requires an Office 365 account.
- In Microsoft Outlook, select at the top of an email. If you don't see the icon, select
then Get Add-ins.
Tip: If you cannot find the icons and need to troubleshoot, view Installing Office Add-ins to Your Mailbox. - From an email, select then .
Note: To easily access the integration, you can add the icon to the top of your emails.
What to do next:
When you initiate a call from the app, it first sends the call to your desk phone or softphone (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number.
When you schedule a new event, select the More icon then GoTo for Outlook in the toolbar to attach and remove your meeting details directly from Outlook.