This step-by-step guide will show you how to activate your Hawksoft and AgencyZoom integration.
You can watch the video or read the instructions below
Please follow these 4 steps to complete the integration.
Step 1: Active the integration in Hawksoft
The first step to completing this integration, you must first go to your Hawksoft account and do the following
1. Launch HawkSoft CMS
2. Click on the Setup Menu (gear icon, top right)
3. Select 'Marketplace'
4. Scroll down to find the listing for AgencyZoom. You will see two listings:
AgencyZoom : to share data with AgencyZoom from Hawksoft
AgencyZoom (Write) : to share data from AgencyZoom to Hawksoft
5. Check the boxes on each AgencyZoom listing confirming consent to their Terms and Conditions (please see your account rep if you have questions).
6. Click 'Share Data'
**Both listings need checked in order for 2 way sync.
Step 2: Connect you Hawksoft account with AgencyZoom
Once you do that, go the Hawksoft integration page in AgencyZoom, then click Connect. Simply type your Agency Account ID and click Save.
Note: It will take up to 24 hrs for the data to start showing in your AgencyZoom. We will email you once this has been completed so that you can continue to step 4.
Step 3: Review your integration settings
Please review the following settings under the Settings tab to control how the integration should function:
Step 4: Field Mapping
Please allow up to 24hrs for your Hawksoft data to start appearing in AgencyZoom. Once the data is done syncing, you'll need to complete field mapping for policy types, carriers, producers, and locations.
You can do this from the Hawksoft integration page, under the Field Mapping tab.
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)