How does Put It Forward handle security and compliance for call recordings and telephony data?

Put It Forward is built with SOC 2 Type II and ISO 27001 compliance, AES-256 encryption, role-based access controls, and complete audit trails. PII redaction in voicemail transcripts, HIPAA-compliant data handling, and data residency controls are available for regulated industries.

Can Put It Forward handle our GoTo Connect call volume and multi-location complexity at enterprise scale?

Yes. The platform processes tens of thousands of call events daily with 99.8% uptime, supporting GoTo Connect deployments with 50 to 5,000+ extensions across 1 to 50+ locations.

Jive (GoTo Connect) Integration

Name: Put It Forward Intelligent Automation Platform Architecture
Uploaded: 2024-09-21T00:00:00+00:00
Duration: 2 min

Stop Losing 40%+ of Customer Context to Disconnected Telephony Data — Orchestrate GoTo Connect Call Events, Contact Records, Call Queues & Analytics Across Your Revenue Stack in Under 48 Hours

Eliminate manual call logging & CRM data entry — Reduce post-call admin time from 8+ minutes per call to zero within 30 days through automated bi-directional syncing of GoTo Connect call events, voicemail transcripts, SMS logs & AI-generated call summaries to Salesforce, HubSpot, Zendesk & ServiceNow
Accelerate lead response time — Cut inbound lead callback from 45+ minutes to under 5 minutes (89% faster) within 60 days through automated GoTo Connect call queue routing triggered by Salesforce lead status, HubSpot form submissions & Marketo lead score thresholds
Sync GoTo Connect call events, call recordings, voicemail transcripts, user/extension data & SMS conversations to Salesforce, HubSpot, ServiceNow, Zendesk, Snowflake & Microsoft Teams — Recover 30-50% of lost customer context through automated activity logging & contact record enrichment
2-day implementation guarantee — Most clients go live in days, not months, with pre-built GoTo Connect Call Events API, Voice Admin API & Admin API connectors & no-code integration templates
SOC 2 + ISO 27001 compliance — Enterprise-grade security & governance with AES-256 encryption, role-based access & full audit trails built in

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Trusted by Fortune 500 leaders in financial services, technology, and global enterprise.

Turn Every Call Into Actionable Revenue & Service Data

Enterprise sales, support & operations teams use Put It Forward to connect GoTo Connect call events, recordings, voicemail transcripts, SMS data & analytics with CRMs, helpdesks, marketing platforms & data warehouses — transforming disconnected telephony into automated, insight-driven customer engagement.

B2B Sales: Call-to-CRM Revenue Intelligence

Recover 35% of lost deal context and reduce CRM data gaps from 40% to under 5% within 60 days through automated GoTo Connect call logging, AI summary sync & Salesforce opportunity enrichment

Scenario: A 200-person B2B sales organization makes 1,500+ outbound calls daily through GoTo Connect while using Salesforce as the CRM of record, Outreach for sequencing, Gong for conversation intelligence & Snowflake for pipeline analytics. But 40% of call activities are never logged in Salesforce because reps skip manual data entry — creating incomplete opportunity timelines, inaccurate forecasts & zero visibility into which talk tracks drive closed-won deals.

Solution: Automated GoTo Connect call event-to-Salesforce activity creation with caller ID-to-contact/lead matching + AI-generated call summary sync to Salesforce opportunity notes + call recording URL push to Gong for conversation intelligence analysis + Outreach sequence step completion triggered by GoTo Connect call disposition + Snowflake call-level pipeline analytics consolidation for VP Sales dashboards.

GoTo Connect Customer Support Ticket-to-Call Resolution Use Case

Customer Support: Ticket-to-Call Resolution Orchestration

Reduce average handle time from 9.2 minutes to 6.1 minutes (34% faster) within 90 days through automated GoTo Connect-to-Zendesk screen pop, ticket enrichment & post-call survey triggers

Scenario: A 500-agent support center handles 3,000+ daily calls through GoTo Connect call queues while using Zendesk for ticketing, ServiceNow for escalation, Twilio for SMS notifications & Tableau for CSAT analytics. But agents spend 2+ minutes per call searching for caller context across disconnected systems, 30% of calls result in duplicate Zendesk tickets & post-call CSAT surveys are delayed by 24+ hours because of manual trigger workflows.

Solution: Automated GoTo Connect inbound call event-to-Zendesk screen pop with caller ID-to-ticket matching & customer history display + duplicate ticket prevention through real-time call-to-open-ticket correlation + ServiceNow escalation case creation triggered by GoTo Connect call queue overflow events + Twilio post-call CSAT SMS survey triggered within 60 seconds of call completion + Tableau call center analytics enrichment with GoTo Connect queue wait time, handle time & disposition data.

GoTo Connect Multi-Location Unified Communications Analytics Use Case

Multi-Location Operations: Unified Communications Analytics

Consolidate telephony data across 15+ locations and reduce reporting lag from 5 days to real-time within 60 days through automated GoTo Connect analytics-to-Snowflake sync & Power BI dashboard automation

Scenario: A multi-location services company operates 15 offices using GoTo Connect with location-specific dial plans, call queues & auto-attendants, while using Salesforce for CRM, Workday for workforce management, Snowflake for data analytics & Power BI for executive dashboards. But fragmented telephony data across locations creates a 5-day reporting lag, no visibility into cross-location call routing efficiency & zero correlation between call volumes & staffing levels in Workday.

Solution: Automated GoTo Connect call events & queue analytics-to-Snowflake real-time pipeline for all 15 locations + Salesforce account-level call volume enrichment with location-specific activity data + Workday staffing optimization triggers based on GoTo Connect call volume thresholds & queue wait time patterns + Power BI executive dashboard automation with cross-location call performance, queue efficiency & agent utilization metrics.

Automate Every Stage of Your Communications Workflow

GoTo Connect Jive no-code telephony integration and automation

Connect GoTo Connect call events, recordings, voicemail, SMS, call queues, extensions & analytics to 500+ enterprise systems without writing code

Trigger automated CRM activity creation when GoTo Connect calls complete — push call duration, direction, participants, disposition, AI-generated summary & recording URL to Salesforce, HubSpot & Microsoft Dynamics within seconds of hangup
Sync GoTo Connect voicemail transcripts to Zendesk, ServiceNow & Freshdesk as ticket notes or new tickets with automated caller ID-to-contact matching & priority assignment based on customer tier
Route GoTo Connect call queue overflow events to Slack & Microsoft Teams for real-time escalation, with automated callback scheduling pushed back to GoTo Connect & logged in your CRM
Automate GoTo Connect SMS conversation logging to Salesforce, HubSpot & Zendesk — capture inbound/outbound text messages as activity records tied to the correct contact, lead or ticket
Map GoTo Connect call event data (conversationSpaceId, participants, callStates, direction, extensionNumber, lineId) to downstream reporting in Snowflake, BigQuery & Power BI for unified telephony & revenue analytics

Quantified Business Impact of Jive (GoTo Connect) Integration

Measured ROI outcomes enterprise sales, support & operations teams achieve within the first 90 days of connecting GoTo Connect through Put It Forward

Reduce CRM data gaps from 40% to under 5% (88% improvement) through automated GoTo Connect call event-to-CRM activity logging, eliminating rep-dependent manual data entry that degrades forecast accuracy
Accelerate inbound lead response from 45+ minutes to under 5 minutes (89% faster) through automated CRM lead status-to-GoTo Connect call queue routing with priority-based distribution
Reduce average handle time by 34% (from 9.2 to 6.1 minutes) within 90 days through automated screen pop, caller context enrichment & real-time ticket correlation that eliminates agent research time
Recover an estimated $150K-$400K annually in lost productivity by eliminating 8+ minutes of manual post-call data entry per call across sales & support teams, redirecting 30+ agent-hours daily to customer-facing work
Reduce telecom reporting lag from 5+ days to real-time through automated GoTo Connect analytics-to-Snowflake sync, enabling operations leaders to make staffing & routing decisions based on current-hour call data

Jive (GoTo Connect) Integration Leader

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

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Why Teams Choose Integration Designer Over Code, RPA, and File Drops

The Only Option Built for Governed, Multi‑System Integrations

19 integration features that matter most when choosing between code, RPA, connectors, and file transfers.

Capability	Put It Forward	Code/Middleware	RPA	Vendor Connector	Bulk File Transfer
Architecture & Scale
No Code Solution	Yes, Native	No	Scripts	Limited	No
Bi-Directional Integrations	Yes, Full	Build	NA	Limited	NA
Data Transformations (with validation)	Yes, Native	Build	No	No/Fixed Mapping	Limited
Data Persistence / State Management	Yes, Native	No	No	No	N/A
API Gateway Compatible	Yes	Build/3rd Party	No	No	No
Service Integration	Yes, Native	Yes, Build	No	No	N/A
Secure On-Premise Integration	Yes, Native	Requires Special Config/No	No	No	No
Intelligence & Automation
Custom Business Rules	Yes, Full	Limited	Limited to scripts	No	No
Process Automation & Orchestration	Yes, Full	Limited	Scripts	Not focused	No
Process Mining	Yes, Embedded	No	No	No	No
AI Agents (Integrated)	Yes, Native	Limited, Build	Scripted	No	No
Governance & Operations
Integrated Data Governance	Yes, Native	No, 3rd Party	Not Focused	Not Focused	No
Error Capture and Correction	Yes, Full	Limited, Build	No, Scripted	No	Not Focused
Integration Reporting, Analytics and Alerts	Yes, Native	Limited	N/A	Limited	No
Audit Reporting and Analytics	Yes, Full	No, Limited	No	No	Limited
Full API Access and Support	Yes, Native	Yes, Build	No, Limited	No	N/A
Implementation support	Yes, Full	Self Funded/SoW	Self Funded/SoW	Self Funded/SoW	Self Directed
Partner API Roadmap Alignment	Yes, Supported	No	No	No/Lagging	NA

The intelligent decision automation playbook for revenue, operations and IT

IDC Put It Forward Next Generation Business Requirements

Take A Tour Of How The Integration Designer Works

Put It Forward - Integration Designer Demo Tour

You'll see in this scenario the Put It Forward Integration Designer connecting two best-of-breed systems together.

Work with standalone configuration-based connectors which can be included in the Process Designer
Set the integration interval from real-time to intraday
Create business rules and event triggers for seamless execution

Integration Designer Auto Data Mapper

Put It Forward's Composable Integration Auto Data Mapper is a powerful tool for streamlining and automating the data integration process.

AI algorithms automatically map fields between integrated systems and services
Reduce manual effort and time needed to be productive
Always stay ahead by taking advantage of the latest API changes

Conversational AI Agents

Discover how Put It Forward's AI-powered Integration Designer uses conversation to simplify complex business rule creation.

Convert complex business rules from natural conversation into functions
Go faster without having to learn how Put It Forward works at an expert level
Reduce the costs of IT and increase the quality of your data

2-Day Integration and Automation Enhancement, Not 2-Month Projects

Put It Forward Workday ServiceNow Integration Project Plan

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We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.

Accelerate time-to-value and reduce risk with a proven integration plan.

Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.

Most clients see improved integration automation performance within 48 hours
Zero disruption guarantee - No downtime to existing systems, pipelines or data loads

Implementation timeframes depend on scope and complexity:

Hour 1-2: Configure connection source and destination
Hour 2-36: Business rule configuration and validation
Hour 36-48: Full deployment

Put It Forward Jive (GoTo Connect) Integration and Automation Resources

Guide to Agentic Workflows

This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.

Guide to Agentic AI Workflows

Process Automation vs. Orchestration

With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.

Discover Automation vs. Orchestration

How to real time data integration for Databricks users

Real-Time Integration Best Practices

Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.

How To: Real Time Data Integration

What You Should Do Next

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Discover how leading IT teams are slashing manual work by 80% and accelerating digital transformation with Put It Forward. See real use cases, ROI, and outcomes tailored to your environment. No sales pitch, just actionable insights.

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Key IT Transformation and Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

Revenue, Operations and IT Playbook

Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.

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Buyer Guide For Intelligent Automation

Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.

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How PIF's Architecture Works

Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.

Jive (GoTo Connect) Integration – Frequently Asked Questions (FAQs)

How fast can we connect GoTo Connect to our CRM and support tools?

Put It Forward provides pre-built GoTo Connect connectors leveraging the Call Events API, Voice Admin API, Admin API & Notification Channel API, enabling most organizations to establish bi-directional data flows to Salesforce, HubSpot, Zendesk, ServiceNow, Snowflake & Slack within 2-5 business days. No custom development or engineering sprints required — the entire setup uses no-code integration templates with AI-powered field mapping for call events, voicemail transcripts, SMS logs, user/extension records & call queue analytics. Schedule a 15-minute scoping call to confirm your specific timeline.

How does Put It Forward handle security & compliance for call recordings and telephony data?

Put It Forward is built with SOC 2 Type II and ISO 27001 compliance, AES-256 encryption in transit and at rest, role-based access controls, and complete audit trails for every data movement. For industries with call recording regulations (financial services, healthcare, legal), the platform supports call recording access controls, PII redaction in voicemail transcripts, HIPAA-compliant data handling & data residency restrictions — ensuring your GoTo Connect call data, recordings & customer interaction records meet governance standards across every connected system.

Will integrating GoTo Connect through Put It Forward disrupt our active dial plans or call routing?

No. Put It Forward operates alongside GoTo Connect via REST APIs, with zero impact on active dial plans, auto-attendants, call queues, ring groups, voicemail routing or IVR configurations. The platform subscribes to call events asynchronously through the Notification Channel API & Call Events API using dedicated OAuth credentials with configurable scopes — so your existing call flows, queue distribution rules & extension assignments continue uninterrupted. Your team takes and makes calls without disruption from day one.

Can Put It Forward handle our GoTo Connect call volume & multi-location complexity at enterprise scale?

Yes. The platform is architected for enterprise-scale communications operations processing tens of thousands of call events daily across multiple locations, call queues & extension groups. Whether your GoTo Connect deployment manages 50 or 5,000+ extensions across 1 or 50+ locations, Put It Forward's automated pipeline management, AI-powered field mapping & real-time monitoring maintain 99.8% uptime and sub-second data delivery — even as your location count, call volume & connected system count scale.

What support is available if we encounter mapping conflicts or need custom telephony-to-CRM workflows?

Every Put It Forward customer receives a dedicated onboarding specialist, 24/7 technical support, and access to a resource center with GoTo Connect-specific integration guides, workflow templates & best practices. For complex multi-system orchestrations (e.g., GoTo Connect + Salesforce + Zendesk + Snowflake + Slack + Gong), our solutions team provides hands-on architecture guidance at no additional cost. You are never left to troubleshoot call event field mapping, caller ID-to-contact matching logic, or cross-location analytics consolidation alone.

When will we see measurable ROI from integrating GoTo Connect with Put It Forward?

Most clients report measurable results within the first 30 days: 88% reduction in CRM data gaps, 89% faster lead response times, and 34% reduction in average handle time. Within 90 days, organizations typically recover $150K-$400K in annual productivity savings by eliminating manual post-call data entry and redirecting 30+ agent-hours daily to customer-facing work. Request an ROI assessment to model your specific projected impact.

Can we integrate GoTo Connect data with industry-specific CRMs or proprietary systems?

Yes. Put It Forward supports 500+ pre-built connectors and a flexible Integration Designer for custom APIs & industry-specific platforms. Whether you need GoTo Connect telephony data flowing to Epic (healthcare), ConnectWise (MSP/IT services), Guidewire (insurance), NetSuite (finance), Clio (legal), or a proprietary call center platform, Put It Forward can integrate it — including call event sync, voicemail transcript routing, SMS conversation logging, queue analytics export & industry-specific compliance logic for call recording handling.