Connect GoTo Connect to RevvTik

GoTo Connect is an organization-level integration. A workspace admin authorizes the company GoTo account once, maps sales lines to RevvTik users, then new recorded calls and historical imports can flow into the coaching pipeline. Salespeople do not connect GoTo separately.

Before you start

  • You need a RevvTik Admin account for the workspace.
  • GoTo Connect must be enabled under Admin → Settings → Platform connections.
  • Use a GoTo admin identity that can authorize call events, user lines, and call recording read access for your organization.
  • Call recording should be enabled in GoTo for the lines you want RevvTik to analyze.

Connect in five steps

  1. Open Admin dashboard → Settings → Platform and turn on GoTo Connect if it is not already enabled.
  2. On the GoTo Connect card, click Connect GoTo organization.
  3. Complete GoTo OAuth with the organization admin account. If GoTo asks you to choose an account, pick the GoTo Connect account whose recordings should sync into this workspace.
  4. After the status shows Connected, open Salesperson line mappings and link each GoTo sales line to the matching RevvTik salesperson or manager. Only mapped lines are ingested.
  5. Optionally open Import historical calls to pull past recorded calls into RevvTik for transcription and scoring.

How calls sync

After the organization is connected and lines are mapped, RevvTik receives GoTo call-event notifications for those lines, downloads available recordings, then runs the same transcription and AI coaching pipeline used for other sources. Meeting topic is filled from the detected call type after analysis when GoTo does not provide a topic.

  • Live / new calls - mapped-line recordings sync automatically when GoTo makes them available.
  • Historical import admins can select past calls from the GoTo Connect card and queue them for processing.

What RevvTik accesses

Access is limited to what the GoTo OAuth client is configured for in your deployment - typically account and line metadata, call-event notifications, and recording download for coaching. RevvTik does not replace your GoTo admin console and does not require each salesperson to sign in to GoTo inside RevvTik.

Line mapping tips

  • Map every salesperson line you want scored; unmapped lines are ignored.
  • After staffing changes, reopen Salesperson line mappings (and sync users if needed) so new GoTo users appear in the list.
  • Calls are attributed to the RevvTik user linked to the GoTo line that handled the call.

Disconnect

On the GoTo Connect card, click Disconnect and confirm. Organization tokens and webhook setup for that workspace are cleared. You can reconnect later; remap lines if needed after reconnecting.

Troubleshooting

  • Connect button missing - enable GoTo Connect under Platform connections first.
  • No new calls appear - confirm the line is mapped, the call was recorded in GoTo, and the conversation had enough duration for processing.
  • Recording download errors - ask your RevvTik operator to confirm the GoTo OAuth client includes recording read permission for your environment, then reconnect if scopes changed.
  • Wrong account connected - disconnect, reconnect, and select the correct GoTo account when prompted.

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