CINC + eEndorsements + Filter by Zapier

Update client in eEndorsements with new changes to pipeline stages in Cinc

Make sure your follow-up workflows are streamlined with this integration. As you update your Cinc pipeline stages, clients will automatically be sent to eEndorsements for review requests.

When this happens...
Pipeline Stage ChangedTriggers when a pipeline stage is applied.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create or Update ContactCreates a new contact.
ActionWrite

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Discover other triggers and actions you can use with CINC, Filter by Zapier, and more

Agent Assigned
Triggers when an agent is assigned.
Trigger
Instant
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Agent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Trigger
Instant
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New Inquiry
Triggers when new inquiry was requested.
Trigger
Instant
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Note Applied
Triggers when a note is applied.
Trigger
Instant
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Trashed Lead
Triggers when a lead is trashed.
Trigger
Instant
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- Cell Phone
  Required
- Full Name
- First Name
- Last Name
- Email
- EmailCC
- Home Phone
- Work Phone
- Full Address
- Street Address
- City
- State
- Postal Code
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Buyer Lead
- First Time Buyer
- Seller Lead
- Distressed Seller
- Has a House to Sell
- Use Lead Routing
- Notes
- Send Welcome Email
- Favorite City
- Source
Action
Write
- Email
  Required
- City
- State
- Zip
- CityState
- County
- Lot_Acreage
- MaxLot_Acreage
- MinSqFt
- MaxSqFt
- MinYearBuilt
- MaxYearBuilt
- MinBeds
- MaxBeds
- MinBaths
- MaxBaths
- MinPrice
- MaxPrice
- StrCrit
- Frequency
Action
Write

- Email
  Required
Action
Write
- Only continue if...
  Required
Action
Filter

Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Trigger
Instant
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Label Applied
Triggers when a label is applied.
Trigger
Instant
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New Lead
Triggers when a new lead is added.
Trigger
Instant
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Pipeline Stage Changed
Triggers when a pipeline stage is applied.
Trigger
Instant
Try It
Lead Details Updated
Triggers when a lead's information is updated. I,E changing a lead's phone number.
Trigger
Instant
Try It
- Email
  Required
- Notes
  Required
- CallNote
Action
Write
- Email
  Required
- Cell Phone
- First Name
- Last Name
- Address
- City
- State
- Postal Code
- Buyer Lead
- Seller Lead
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Distressed Seller
- Favorite City
Action
Write
- Email
  Required
- FormID
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Mobile Phone
- Home Phone
- City
- State
Action
Write

About CINC

CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About eEndorsements

EEndorsements is an easy way to manage your online reputation and capture valuable customer feedback.

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Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

Developer Tools

Zapier

Related Zap Templates

Create contacts in eEndorsements from new closed statuses in CINC CRM

Related Zap Templates

Create contacts in eEndorsements from new closed statuses in CINC CRM