Integrations
Your systems keep working. EcoLink is where they finally meet.
Certified by the vendors agencies already rely on. No screen scraping. No shared credentials. No breakage when updates ship.
Vertafore
Agency management system. Orange Partner, across the whole line.
AMS360
Calls matched to the customer, opened on screen, and written back to the activity log without anyone typing.
ImageRight
Available with the Vertafore line at additional cost.
Documents and signed forms file themselves against the customer, instead of living in somebody's downloads folder.
QQCatalyst
The caller is identified from the QQCatalyst record and routed to the rep who owns the account.
BenefitPoint
Benefits accounts resolve the same way as P&C, so group teams work from the same screen pop as everyone else.
Sagitta
Full match, route and write-back for agencies still running Sagitta.
Applied Systems
Agency management system. Certified Integration Partner, listed publicly.
CertifiedApplied Epic
The inbound number resolves to the Epic record before the second ring, and the call logs itself against the account when it ends.
View the public listing
EZLynx
The same match and write-back, running against EZLynx rather than Epic. No separate connector to license.
Business applications
Salesforce · WhatsApp · SignNow · Comm100 · Microsoft Teams · Microsoft Outlook
Microsoft Teams
Take and place agency calls from Microsoft Teams, with the same identity match and logging as the desk phone.
Microsoft Outlook
Email threads sit alongside calls on the customer record, so the history of an account is one history.
Salesforce(CRM)
For agencies running Salesforce alongside the AMS, call activity writes to both — no choosing which system tells the truth.
SignNow
Send for signature and have the executed document file itself back to the customer record.
Client conversations on the channel they actually answer, captured against the record like any other contact.
Comm100
Website chat arrives in the same queue as calls, matched to the customer if they already are one.
Telephony / UCaaS
RingCentral. The voice layer underneath.
RingCentral
The platform EcoLink is built on. Calls, SMS, video and fax on one system — delivered, integrated and supported by Inteveo as a RingCentral Certified Delivery Partner, Ignite Certified.
What integrated means here
Four things move between EcoLink and your systems.
"Integrated" is the most abused word in agency software. Here is exactly what crosses the line, in which direction.
In
Identity
EcoLink reads the customer record to match the inbound number before the call is answered. Read-only, and the reason the screen pop works.
Out
Activity
Calls, messages and summaries write back to the account when they end. This is the half that removes the typing.
Both ways
Status
Presence, ownership and assignment stay in step across the phone system and the AMS, so neither one is quietly out of date.
Documents
Files
Signed forms and attachments land in the customer's file, not in a personal inbox or a downloads folder.
Certified is a different word from connected.
A connected integration is somebody’s script logging into your AMS through the front door with a borrowed password. It works until the vendor ships an update, and then it does not, and nobody owns the problem.
A certified one has been through the vendor’s own review, is kept current with their releases, and has a support path that does not start with proving the problem is real.
- Applied SystemsCertified Integration Partner
- VertaforeOrange Partner
- RingCentralCertified Delivery Partner, Ignite Certified
- SalesforceCertified Integration Partner
- HPBusiness Partner
Not on this list?
Tell us what your agency runs. If we do not certify against it yet, we will say so plainly rather than sell you a workaround.