HawkSoft - Activity Data Sync

How to send Fuse Activity Logs into HawkSoft

To enable the ability for Fuse to write activities into HawkSoft, you'll need to first enable the feature in HawkSoft, then enable and configure the feature in Fuse.

STEP 1: Enable in HawkSoft

To turn on this functionality in your HawkSoft Marketplace:

  1. Log into HawkSoft CMS

  2. Click on the Setup Menu (gear icon)

  3. Select 'Marketplace'

  4. Scroll down and locate the listing for "Fuse (W)" (which should be right below the listing for "Fuse" proper, which is already enabled)

  5. Check the box confirming your agency's consent to Fuse's Terms and Conditions (this is a checkpoint to ensure you're an active customer of the API Partner)

  6. Click "Share Data"

STEP 2: Enable and Configure in Fuse

To enable this functionality in Fuse and decide what kind of activities to write to Hawksoft:

  1. Click on "Accounts" in the left navigation bar:

  2. In the upper right corner of the Accounts page, click on the three-dot menu icon and select "Activity Data Sync" from the drop-down menu:

  3. The toggle at the top allows activities to be written to HawkSoft. Each option below lets you customize which activities you want to be written to HawkSoft:

    • Please Note: "Email Opened" will write an activity every time the recipient opens an email. For example, if they open it ten times, there will be ten activities written to HawkSoft.

Helpful Details

  • Activities are written into HawkSoft at the account level

    • Coming soon: If an email is sent about a specific policy, we will write the activity at the policy level

  • Activity Descriptions are in this format:
    "Fuse: Activity Type"

    • For Example = "Fuse: Email Clicked"

  • Activity Body contents are in this format:
    "AR: Brief summary of who and what took place."

    • Example = "AR: Email with a subject of 'Welcome to the Agency' was sent to 'Jane Doe' via Sequence: 'Personal Welcome Message' in Campaign: 'Welcome Kit'"

Related Features

  • Web Form Suspenses:
    Fuse can create a Suspense in HawkSoft when a web form is submitted. For more information, click here.

  • File Attachments:
    Fuse can send files to HawkSoft when you attach them to a lead in your Pipeline. For more information, click here.