Connecting Your Zocks Account
Before you begin
The ActiFi/SuccessPro integration must be enabled within your Zocks org before you can connect your account. To check if the integration has been enabled:
Log into your Zocks account.
From the menu at left, choose Integrations, then the Apps tab, then Partner.
Scroll to find the ActiFi card. If the card includes a message that the app isn't available for you, you'll need to work with your Zocks adminstator to get the app enabled. Otherwise, you're ready to move on the connection steps below!
Connecting your SuccessPro account to Zocks
Log into SuccessPro.
In the upper right, click your name to access My Settings. From the Settings view, click Connect Zocks.
Complete the authentication flow and return to the application.
From the My Workspace view, click New, and then click New Meeting.
Click Import from Zocks to initialize the meeting search tool.
After selecting a meeting, click Extract Meeting Details to convert the Zocks summary to a SuccessPro meeting.
Click Create Meeting to save the meeting object under your user.
Once a meeting is created via a Zocks import, the Zocks logo will appear on that meeting. Clicking Update will allow you to view the associated Zocks summary and update the meeting.