HELP FILE

How do I integrate with Microsoft Outlook?

Integrate your phone system or meeting details with Outlook. Share your Outlook contacts with your GoToConnect contact list and click a phone number within Outlook to initiate a call.
Before you begin:
Restriction: This Outlook Integration does not work with private hosted versions of exchange.
Note: The Microsoft Outlook integration login session expires after 7 days.
Attention: We recently merged the GoToConnect and GoToMeeting for Outlook integrations. GoToConnect users can expect to see a change in the integration name to GoTo for Outlook.

Outlook for Desktop

Before you begin:
Important: You must have Outlook 2016 or newer to operate this integration.
  1. From Microsoft Outlook, select Microsoft Outlook Add-Ins Icon or Get add-ins from the toolbar in the home tab.
  2. Search for GoTo for Outlook then select Add.
  3. When prompted with the privacy policy, select Continue.
  4. Select GoTo Integration from the toolbar in the home tab then log in with your GoToConnect credentials.
  5. Select your extension and language.
  6. Result: Your Outlook contacts now appear in GoTo and you can dial phone numbers directly from an email.You can close out of the GoTo Integration window.

What to do next:
Note: To view your organization’s Outlook company contacts, your O365 global admin needs to enable importing company contacts.
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 meeting, select GoTo Integration in the toolbar to attach and remove your meeting details directly from Outlook.

Outlook on the Web

Before you begin:
Note: For the integration to work properly, you must disable the block third-party cookies setting in your browser cookie settings.
  1. From Microsoft Outlook, select Microsoft Outlook Add-Ins Icon at the top of an email. If you don't see the icon, select Microsoft Outlook Web Three-Dot Icon then Get Add-ins.
  2. Search for GoTo for Outlook and then click Add.
  3. From an email, select Microsoft Outlook Web Three-Dot Icon then GoTo Integration.

    Note: To add the icon to the top of your emails, see here.

  4. Select Sign in to GoTo in the right sidebar then sign in with your GoToConnect credentials.
  5. Choose your extension and language.
  6. Select Sync contacts and link your account from the integrations dashboard.

    Result: Your Outlook contacts now appear in GoToConnect.

What to do next:
Note: To view your organization’s Outlook company contacts, your O365 global admin needs to enable importing company contacts.
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 Integration in the toolbar to attach and remove your meeting details directly from Outlook.