Setup Instructions:
- From your Real Synch dashboard, click + Add SynchBot:
- Connect VoicePad as your Source and a Target CRM:
- Click Connect on the VoicePad icon:
- To activate your Source, you will need to reach out to VoicePad to retrieve your Client ID, Site ID, and VoicePad Phone Number (use commas to delineate multiple phone numbers):
- Once VoicePad has been verified, click the Instructions link on your Target CRM icon and follow the provided steps to Connect, Verify, and Close:
- Once both your Source and Target connections display as Verified, click Next and Activate: