Salesforce Lightning

Overview

Integrate your GoTo Connect phone system with Salesforce Lightning. GoTo Connect's integration will streamline your team’s workflow by:

• Providing call notifications for incoming calls
• Giving context by populating the customer’s or lead’s SalesForce record
• Having the ability to create notes
• Providing call logs to track agent performance and lead conversion through SalesForce reports and dashboards
• Create leads, accounts, and contacts from a call
• Create notes and cases

SalesForce, together with GoTo Connect, will inspire confidence with your customers by providing your team with the information they need to win.