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Hawksoft Integration

How to integrate your Hawksoft account with your AgencyZoom account

Moe avatar
Written by Moe
Updated this week

Ready to integrate your AgencyZoom account with Hawksoft? We broke it down in two videos, the first shows you how to get this all ready in Hawksoft, the second shows you how to integrate in AgencyZoom.

Part 1: Inside Hawksoft

From inside Hawksoft, follow these steps:

Go to your Hawksoft account and do the following:

  1. Click on the Setup Menu (gear icon, top right)

  2. Select 'Marketplace'

  3. 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

  4. Check the boxes on each listing** to confirm consent to their Terms and Conditions (please see your account rep if you have questions)

  5. Click 'Share Data'

**Both listings need to be checked in order for 2 way sync.

While you're in Hawksoft, make sure to obtain your Agency Account ID, you'll need it in AgencyZoom.

Part 2: Inside AgencyZoom

Once you do that, go to the Hawksoft integration page in AgencyZoom, then click Connect. Simply type your Agency Account ID and click Save.

Please allow up to 24 hours for the data to show up in AgencyZoom to double check your field mapping and integration settings.

You can do this from the Hawksoft integration page, under the Field Mapping tab.

After you're done with that... YOU ARE INTEGRATED!! πŸŽ‰

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 ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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