InsuredMine CRM | Optimize and Grow Your Insurance Agency

Logs and Attachment sync from InsuredMine to Hawksoft

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

 

 

InsuredMine Task:

 

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.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION