Data sync Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 06 Nov 2024 07:45:21 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Data sync Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Logs and Attachment sync from InsuredMine to Hawksoft https://www.insuredmine.com/knowledge-base/logs-and-attachment-sync-from-insuredmine-to-hawksoft/ Tue, 29 Mar 2022 10:12:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=19809 Logs Sync All the activities that you perform in InsuredMine will get synced in HawkSoft. Please note: This is a one-way sync only from InsuredMine to HawkSoft. The following activities will be synched: Notes Tasks Activities Communication Email Text (Twilio, RingCentral) Calls  (Twilio, RingCentral) Call Logs (Call recordings are not synced, syncing is done for […]

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Logs Sync

 

All the activities that you perform in InsuredMine will get synced in HawkSoft. 

Please note:

This is a one-way sync only from InsuredMine to HawkSoft.

The following activities will be synched:

  • Notes
  • Tasks
  • Activities
  • Communication
    • Email
    • Text (Twilio, RingCentral)
    • Calls  (Twilio, RingCentral)
  • Call Logs (Call recordings are not synced, syncing is done for the call logs)

Note: No updates of the logs or attachments are done once synced. For example, if an agent creates a note in InsuredMine and it gets synced to HawkSoft and the agent updates the Same Notes in InsuredMine that won’t be updated in HawkSoft. This will happen because we can only create a new log in HS but we cannot update the existing one.

 


All logs in Hawksoft


Task in InsuredMine


InsuredMine Task synced in HawkSoft


Call Log in InsuredMine


Call Log from InsuredMine synced in HawkSoft


InsuredMine Text (Communication)


Text Message synced from InsuredMine to HawkSoft


Email Communication in InsuredMine


Email synced from InsuredMine to HawkSoft


Notes in InsuredMine


Synced Note from InsuredMine to HawkSoft

Activity in InsuredMine


Activity synced from InsuredMine to HawkSoft

 

When you create any note or task, place a call, send an email or text message, all the activities will get synced into the HawkSoft Logs. And if you navigate to the client’s data, you will be able to see all synced activities from InsuredMine under HawkSoft logs.

Attachments

When you add a new file in InsuredMine, that file will get synced automatically in the Hawksoft attachment section.

Files in InsuredMine


Attachment in HawkSoft

Note: 

  • The sync of logs and attachments from InsuredMine to HawkSoft will happen with a delay of 10-15 minutes. 
  • If Logs are more than 3000 characters long, they cannot be synced.
  • Files can be synced to HawkSoft if they are up to 5MB in size and are of PDF, PNG, or JPEG. Any other formats will not be synced.

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