---
title: 'Applied Epic + Zoom Contact Center'
url: 'https://www.staging38.commercient.com/product/applied-epic-zoom-contact-center/'
date: '2026-06-19T09:57:16-04:00'
modified: '2026-06-19T09:57:16-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Zoom Contact Center, giving your team access to Applied Epic data directly within Zoom Contact Center. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Zoom Contact Center, surfacing ERP customer, order and invoice data inside Zoom Contact Center for support teams. Customer account data flows from Applied Epic to Zoom Contact Center so support teams always work from current ERP records.

## What syncs

- Sync Applied Epic Items to Zoom Contact Center for Ticket Context
- Update Applied Epic Customers from Zoom Contact Center Account Data
- View Applied Epic Payments Status in Zoom Contact Center Tickets
- Sync Applied Epic Customer Account Status to Zoom Contact Center
- Connect Zoom Contact Center Tickets Resolution to Applied Epic Records
- Import Zoom Contact Center New Contacts into Applied Epic Customers

## Why Commercient

### Support and service management

Keep Applied Epic Customers records aligned with Zoom Contact Center so support teams always work with accurate account information when handling customer inquiries.

### Billing query resolution

Surface Applied Epic Invoices, Credit Notes and Payments inside Zoom Contact Center tickets so agents can resolve billing disputes, refund requests and payment queries without switching systems.

### Order status and fulfilment visibility

Sync Applied Epic Sales Orders status and shipment data to Zoom Contact Center so support agents can update customers on order progress and expected delivery without ERP access.

### Escalation and priority management

Sync Applied Epic customer account tier, credit status and order value to Zoom Contact Center so support teams can prioritise tickets and escalate based on account importance.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Zoom Contact Center

Zoom Contact Center is a cloud contact centre platform for managing inbound and outbound customer interactions, routing, IVR, video support and agent workflows.

## Frequently asked questions

### How often does the Applied Epic and Zoom Contact Center integration sync?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.

### Can Applied Epic Credit Notes data appear in Zoom Contact Center for refund and dispute handling?

Commercient can surface Applied Epic Credit Notes data inside Zoom Contact Center so agents can verify credit note status and return authorisations when handling customer disputes and refund requests.

### Can Applied Epic Items data be accessed from Zoom Contact Center tickets?

Yes, Commercient can sync Applied Epic Items data to Zoom Contact Center so support agents can reference product details, specifications and order history when answering customer product queries.

### Does Commercient support two-way customer data sync?

Commercient can support syncing Applied Epic Customers to Zoom Contact Center and importing Zoom Contact Center new contacts back into Applied Epic when included in scope. Direction and object coverage depend on project configuration.

### Can Applied Epic Items availability show in Zoom Contact Center for order support?

Commercient can sync Applied Epic Inventory and Items availability to Zoom Contact Center so support agents can check current stock status and expected lead times when handling order-related customer queries.