Hawksoft Integration

Chris Langille Updated by Chris Langille

Step 1: Download Hawksoft Field IDs

Download this first ———> HawkSoft_CMSMTF_Documentation.zip

Step 2: Watch this video all the way through!

Summary:

1.) Create form(s) and set proper notification email

2.) Assign form(s) to Hawksoft integration by checking box

3.) Use field variables from spreadsheet to pass field data into Hawksoft

How did we do?

Canopy Connect Integration

Agency Zoom Integration

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