Please follow these 4 steps to complete the integration.
Step 1: Active the integration in Hawksoft
1. Launch HawkSoft CMS
2. Click on the Setup Menu (gear icon, top right)
3. Click 'Marketplace'
4. Scroll down to find the listing for AgencyZoom
5. Check the box confirming consent to their Terms and Conditions (please see your account rep if you have questions)
6. Click 'Share Data'
Step 2: Connect your Hawksoft account with AgencyZoom
1. Click "My Agency" on the bottom left of the navigation panel
2. Click "Integration" from the list of options
3. Click "Hawksoft"
4. Click "Connect"
Note: It will take up to 24 hourrs 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
1. Please review the following settings under the Settings tab to control how the integration should function:
Step 4: Field Mapping
1. 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.)