Improveit 360 Integration
What does the integration do?
The integration automatically creates a new Lead in Improveit 360 when your virtual receptionist takes a message for your business. This is a one-way sync.
Installing the Integration
From your AnswerConnect application, click on the Manage icon in the sidebar and choose the Integrations tab.
Click the Improveit 360 integration card.
Click the Integrate button located on the left side of the Improveit 360 integration window.
Connecting Your Accounts
Enter your Improveit 360 username and password to connect your account with AnswerConnect.
Click the edit icon next to the account to name your account.
Then, click Continue.
Next, enter the Site URL of your Improveit 360 account and click Continue. The Site URL can be obtained by navigating to User > Setup > App setup > Develop > Sites.
Select the target Improveit 360 list where you want Leads exported and click Continue.
Map the message fields to their corresponding Improveit 360 attributes and click Continue.
Mandatory fields are marked with a red asterisk.
Next, click the Test button to verify the attributes are mapped correctly. Successful mapping will activate the integration.
Deactivating the Integration
To deactivate the integration, go to Manage, choose the Improveit 360 integration card and click Deactivate