Setup your first VXT integration

This article includes instructions for how to find the integrations marketplace in VXT and setup your first integration

To set up your first VXT integration follow these steps:

  1. Click on Settings
  2. Click on Integrations
  3. Search for the integration you want to use
  4. Click on the integration you want to use
  5. Follow the unique setup process for your integration

Video transcription

"Hi, Luke here. In this video, I'm going to show you how to set up your first integration with VXT. Once we are logged into VXT on our computers, we're going to look for the settings tab in the bottom left hand corner of the screen. We'll click on settings. Now we'll look for integrations. And I can see it's about halfway down my page.

So I'll click on integrations. VXT integrates with the software that you use every day to get your work done. To find the integration you want to set up, you can scroll through our list of integrations, or you can search for an integration like ActionStep by entering its name. Today, I want to set up our call records to email integration, which lets me send information from my calls to my email address.

I'm going to click on call records to email, and then I'm going to follow the onscreen instructions. It's important to note that the setup process for any given integration is unique. So the process I'm about to go through might be different to when you're setting up your first integration. So I want to forward call records to email.

I'll add my email address or any other email address I want to send the information to.

Now I can see I have this integration connected at the top of my screen. As I mentioned, the setup process for any integration is unique and depends on our integration partners. Some of them are really easy and take just a few clicks. Others, not so much. They're a bit more confusing. So if you're struggling to set up an integration, you can find specific instructions for most of our integrations.

And our help center, which is at support that's support. vxt. co. nz. We've got a whole area dedicated to integrations, which includes instructions for some of our most popular and some of the more confusing integrations to set up. Thanks for learning how to set up your VXT. Bye."