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Connect your GoTo Connect account to send SMS messages, start calls, and keep supported phone activity on the matching record in Slant.

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Before you connect

Each advisor connects their own GoTo user to each Slant book where they work. Before connecting, confirm that your GoTo user has:
  • An active GoTo Connect license
  • A direct phone number assigned to its line or extension
  • Permission to send text messages from that number if you plan to send SMS
  • Access to call reports and recordings if you want Slant to import them
Your GoTo administrator manages these settings in GoTo Admin. GoTo’s developer portal and personal access tokens are not used for the Slant connection.
A GoTo Connect Super Admin must be the first person from your GoTo organization to connect. GoTo requires a Super Admin to create the organization-wide subscription that sends SMS activity to Slant. Other advisors can connect their own GoTo users after that subscription exists.
The SMS subscription is tied to the Super Admin who created it. If GoTo deactivates that user, removes their Super Admin role, or the user disconnects GoTo from Slant, new SMS activity may stop syncing. Have an active Super Admin reconnect GoTo to restore the subscription.

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Prepare GoTo

1

Assign the advisor a number and line

In GoTo Admin, assign the advisor a GoTo Connect license, extension, and direct phone number. Confirm that the number appears under Phone system → Phone numbers and is assigned to the advisor. See GoTo’s SMS setup tutorial for the same number-assignment requirement.
2

Configure call routing

Route the advisor’s GoTo line to the device or personal number they use to answer calls. When an advisor starts a call from Slant, GoTo rings the advisor first and then bridges the call to the contact.
3

Enable texting

Grant the advisor texting permission for their assigned number. GoTo may require carrier registration before the number can send SMS to US numbers. If you only need inbound SMS, use GoTo’s receive-only option when it is available for your account.
4

Grant reporting access

Give the advisor permission to view call reports. To import call recordings, also grant access to call recordings and enable recording for the calls you want captured.
GoTo features and admin labels can vary by plan and account configuration. Contact your GoTo administrator or GoTo Support if texting, recordings, or voicemail are not available in your account.

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Connect GoTo to Slant

1

Open phone settings

In Slant, go to Settings → Phone and SMS.
2

Start the connection

On the GoTo Connect card, click Connect GoTo.
3

Authorize Slant

Sign in as the GoTo user you want to connect and approve the requested permissions. GoTo redirects you to Slant when authorization finishes.
4

Confirm the account and number

Wait for the card to show the advisor’s name followed by Connected. The assigned GoTo phone number appears below the account.
Authorization may take a few seconds to finish after GoTo redirects you to Slant. Keep the page open while the GoTo Connect card updates.
If the card says No SMS-enabled phone number returned by GoTo, confirm that a direct number is assigned to the connected user and that the user can text from it. Then click Reconnect on the card and authorize the account again.

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What Slant syncs

Slant supports the following GoTo activity:
  • Incoming and outgoing SMS, including delivery-status updates
  • Group SMS
  • Incoming, outgoing, completed, and missed call logs
  • Voicemails and available voicemail transcriptions
  • Available call recordings and transcripts
Slant associates an item with a client, prospect, other contact, or business only when the external phone number matches a phone number on that record in the current book.

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Initial history sync

After the first connection, Slant requests up to seven years of available SMS messages, calls, and voicemails. GoTo’s retention and API limits can shorten the history returned:
  • Detailed Call Events Reports are available for up to 13 months, according to GoTo’s Developer Center changelog. Slant uses these reports for recent calls and their available recording or transcript details.
  • For older calls, Slant falls back to GoTo’s standard call history. These older entries may contain only the call log.
  • Recordings and transcripts appear only when GoTo recorded the call and makes the media available to the connected user.
The initial history sync runs in the background and may take time for an account with a large call or message history. New phone numbers added to a record and phone numbers added by a completed CRM import also trigger a history check.

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Test the connection

Use a contact whose phone number is saved on a Slant record.
1

Test an outgoing SMS

Open the record’s Phone tab, select the GoTo account and recipient, enter a message, and send it. Confirm that the message appears in both Slant and the GoTo inbox.
2

Test an incoming SMS

Reply from the contact’s phone. Confirm that the reply appears on the same record in Slant.
3

Test an outgoing call

Click Call for the contact. Answer when GoTo rings the connected advisor’s line and confirm that GoTo bridges the call to the contact.
4

Test an incoming and missed call

Call the advisor’s GoTo number from the contact’s phone. Complete one call and leave another unanswered, then confirm that both appear on the record’s Phone tab with the correct status.
5

Test a voicemail

Leave a voicemail for the connected extension. Confirm that the voicemail call log and audio appear in Slant. If GoTo creates a transcription, it may arrive after the audio.

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Troubleshoot GoTo

The connected GoTo user needs a direct phone number assigned to their line or extension and permission to text from that number. Update the assignment in GoTo Admin, then click Reconnect in Slant and authorize GoTo again.
GoTo starts the call by ringing the connected advisor’s GoTo line before it calls the contact. Confirm that the advisor has an assigned line and that the line routes to the GoTo device or personal number they answer.
Receiving SMS does not confirm that your number is approved for outbound messaging. Confirm that the user has texting permission for the number and complete any carrier registration GoTo requires. A permissions or resource error from GoTo usually means the connected user cannot send from the selected number.
Confirm that an active Super Admin remains connected to Slant. GoTo stops organization-wide messaging notifications if the user who created the subscription is deactivated or loses Super Admin access. Also confirm that the sender’s phone number is saved on a record in the current Slant book.
Confirm that GoTo recorded the call and that the connected user can access call reports and recordings. Detailed recording and transcript metadata is limited to GoTo’s 13-month Call Events Report window. A voicemail transcription can arrive after the voicemail audio.
Existing GoTo activity remains visible in Slant, but new calls, messages, and voicemails stop syncing. If the disconnected account created the organization’s SMS subscription, inbound and outbound SMS notifications can also stop for other connected users until an active Super Admin reconnects.

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Next steps

Phone and SMS

Send messages, place calls, and work with recordings in Slant

Clients

Open a client record and test the Phone tab