GoTo Connect

Connect GoTo Connect to Quin and every call gets processed the way a video meeting would: matched to the right contact, summarized, and turned into follow-up drafts and CRM updates once the recording is ready.

What you can do with GoTo Connect and Quin

• Get a clean summary from every call.
  Once a GoTo Connect call ends and the recording is available, Quin pulls out a summary, the key points discussed, and anything that reads like a next step.
• Log call activity to the right contact.
  Quin matches the call to a contact and adds notes, key points, and next steps to that record in the CRM, close to when the call happened.
• Get follow-up drafts ready the same day.
  Quin drafts a follow-up email based on what was said on the call, ready for review rather than going out on its own.
• Search past text conversations.
  Quin can search SMS history by phone number or date, so a past exchange doesn't require opening GoTo Connect directly.
• Draft texts for your approval.
  Quin can draft a text message based on a call, and it goes out only once you approve it.
• Keep renewal and follow-up dates on record.
  A verbal agreement to check back in a month gets logged to the contact record instead of living only in memory.

Who this helps most

• Account managers juggling a full book of clients, where a call that never gets logged reads to the CRM as a call that never happened.
• Sales reps taking back-to-back calls, since a promise made mid-call needs a follow-up before a warm lead goes cold.
• Financial advisors and other phone-heavy roles, where an exact number or date mentioned on a call is easy to lose by the time notes get written up later.

How this shows up day to day

• An account manager handles thirty active accounts.
  Instead of reconstructing the week's calls on Friday, she finds the CRM already reflects Tuesday's renewal conversation and Wednesday's pricing question.
• A sales rep promises pricing details mid-call.
  A follow-up draft is waiting for review the same day, built from what that specific call covered, instead of a promise buried under six more calls.
• An advisor takes four calls back to back.
  Each recording turns into a summary afterward, so by evening all four are ready instead of living as shorthand notes.

Frequently asked questions

What happens when I connect GoTo Connect?
Quin starts processing your GoTo Connect call recordings into summaries, contact updates, and follow-up drafts once each call ends.

Do I need to change any GoTo Connect settings?
Call recording needs to stay enabled at the account level, since Quin can only process a call it can access.

Do follow-up drafts send on their own?
No. Drafts wait for review, so the final word on tone and content stays with the person who took the call.

Is my GoTo Connect data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just GoTo Connect.

Does Quin replace GoTo Connect?
No. GoTo Connect stays your phone and messaging system. Quin processes the calls and texts that happen there, but GoTo Connect remains the system you're calling and texting through.