SLANT INTEGRATION

The Intulse and Slant integration connects your phone system directly to your Slant account, making it easier to initiate communication with clients.

Slant Integration Key Features

With the integration enabled:

• Anywhere in the Intulse App that normally shows a plain phone number will instead automatically look up that number in Slant and display any matching records.
• Incoming calls will show the caller’s name as it appears in your Slant records. Click the name to open their record in Slant.
• Phone numbers not already linked to a Slant contact can be added directly from the Intulse app.

Intulse Companion App:

• With the Intulse Companion App installed, users can initiate calls or texts directly inside Slant by clicking phone numbers.

To experience the integration between Intulse and Slant, you will need to use the Intulse App.

CONNECTING SLANT TO INTULSE

This guide assumes that you have installed and logged into the Intulse App on any necessary devices. If you need additional information on how to install or navigate the Intulse App, check out this thorough Walkthrough..

All Users

Log into your Slant account and select Settings.

Click API Connections from the settings menu.

Make sure you're on the API screen and click the button to Create your first token.

New tokens are read-only by default. Read-only tokens can look up callers and search contacts, but cannot create prospects or add phone numbers. You must enable read & write access to use these features.

Next you will need to paste the API token into the Intulse app.

• Open the Intulse App and select the More menu tab.
• Select Integrations from the menu that appears at the bottom of the screen, then select Slant.
  

Select Your Book from the drop-down menu.
Your token only sees the books your Slant account has access to, so the book listed in the drop-down menu is your alone.

System Administrators

Slant doesn't offer an organziation-wide API key, so there's nothing for system admins to configure on behalf of all users. EACH USER must enter their own API token and select their own book.

For more information about Slant, check out their website!