GoTo Connect Integration

The GoTo Connect integration allows Zocks to process phone conversations that are recorded by GoTo Connect.

Once connected, Zocks can retrieve available GoTo Connect call recordings and process them after the call ends.

This integration only works with calls that are recorded by GoTo Connect. If a call is not recorded in GoTo Connect, Zocks will not receive or process that call.

Before connecting GoTo Connect to Zocks, make sure that:

The GoTo user connecting the integration has permission to access call recordings.

If Zocks is set up to process recordings for an individual GoTo user, that user must have a GoTo role with access to call recordings. A standard Member role may not be sufficient.

Any GoTo role above Member should work. If your organization does not want to grant Admin or Super Admin access, you can create a custom GoTo role instead.

For a custom role, make sure the following permissions are enabled:

Access user history, usage, and data
Allows the user to view and export user history, usage, and data.

Access call recordings
Allows the user to view, listen to, and export call recordings.

Your organization has reviewed recording consent, storage, and retention requirements based on your internal policies and applicable regulations.

Once connected, Zocks can process GoTo Connect calls when a recording is available.

Zocks redirects you to GoTo, where you can authorize the access request and set up the connection.

Calls must be recorded by GoTo Connect before Zocks can process them.

Recording behavior is managed in GoTo Connect, not in Zocks. Your organization can configure GoTo Connect to record calls automatically, or users can manually record individual calls when needed.

After a recorded call ends, Zocks checks for the GoTo Connect recording and processes it when it becomes available.

Zocks can match recorded calls to scheduled meetings by phone number. If Zocks cannot match the call to an existing scheduled meeting, it may create a new meeting record for the unexpected recorded call.

If no GoTo Connect recording exists for the call, Zocks will not generate notes, summaries, transcripts, tasks, or CRM updates from that call.

For the best experience, enable GoTo Connect call recording for the phone numbers, users, extensions, queues, or call flows that should be processed by Zocks.

We recommend enabling recording for both inbound and outbound calls so Zocks can consistently process the relevant conversations.

In GoTo Admin, confirm that recording API access is enabled. Without API access to recordings, Zocks may not be able to retrieve and process recorded calls.

Your organization is responsible for configuring GoTo Connect recording settings, storage, and retention according to your internal policies and applicable regulations.

A GoTo administrator should configure call recording in GoTo Connect.

To enable recording in GoTo Admin:

You can also enable recording for specific phone numbers, direct extensions, ring groups, voice queues, outbound queues, or call flows depending on which calls should be processed by Zocks.

Go to Settings > Integrations > GoTo Connect > Manage to review or update the integration.

Zocks processes calls only when a GoTo Connect recording is available.

After a recorded call ends, Zocks retrieves the recording from GoTo Connect and uses it to generate meeting notes, summaries, transcripts, tasks, and CRM updates.

If a call is not recorded in GoTo Connect, Zocks will not process the call.

To make sure calls are consistently processed, enable automatic call recording in GoTo Connect for the relevant inbound and outbound calls.

To confirm the integration is working:

Zocks only processes GoTo Connect calls when a GoTo Connect recording is available.

Recording settings are managed in GoTo Connect, not in Zocks.

Zocks does not create GoTo Connect recordings.

Only calls after the integration is connected can be processed.

Your organization is responsible for recording consent and compliance requirements.