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      Loxo

      This article explains how the Loxo integration works in VXT, including how to connect and disconnect it, as well as where notes, calls, and SMS messages are saved.

      In this article, we’ll cover:


      How to connect Loxo integration to VXT

      1. Go to Settings.
      2. Find the ‘Integrations’ tab.
      3. Search and select Loxo.
      4. Follow the displayed instructions.
      5. Select the Loxo user.
      6. Hit save.

      You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the Loxo tab to indicate that the connection was successfully established. VXT will then download your contacts from Loxo and sync them.

      How to find saved call notes and SMS

      1. Go to the Phone page.
      2. Select your conversation thread with another contact.
      3. Click the link, ‘Loxo contact,’ under the contact’s name at the top of your screen.
      4. Ensure to sign in with your Loxo email address.
      5. Switch to the ‘Activity’ tab from the ‘Profile’ tab.

      There you have it! Your SMS and calls should now appear on your screen, where you can view your call transcriptions, notes, and summaries.


      How to disconnect Loxo

      1. Go to Settings.
      2. Find Integrations.
      3. Locate the Loxo tab (Edit settings)
      4. Click the ‘Other’ tab and tap ‘Disconnect.’
      5. Hit disconnect once again when a prompt window appears.