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.

Activating the Integration

From your AnswerConnect app:

  1. Click Settings
  2. Select Advanced Settings
  3. Select Integrations.
  4. Choose the Improveit 360 integration card.
  5. Click Integrate

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:

  1. Go to Settings
  2. Select Advanced Settings
  3. Click Integrations
  4. Choose the Improveit 360 integration card
  5. Click Deactivate