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CINC + Microsoft Excel

Add new CINC leads to Microsoft Excel rows for seamless lead tracking

Effortlessly manage your new leads from CINC by adding them directly to a Microsoft Excel table. With this workflow, every time a new lead is captured in CINC, it will create a new row in your specified Excel table, ensuring that your lead information is always organized and up-to-date. Keep your lead management process efficient and stay on top of potential clients with this seamless integration.

Effortlessly manage your new leads from CINC by adding them directly to a Microsoft Excel table. With this workflow, every time a new lead is captured in CINC, it will create a new row in your specified Excel table, ensuring that your lead information is always organized and up-to-date. Keep your lead management process efficient and stay on top of potential clients with this seamless integration.

  1. When this happens...
    CINCCINC
    New Lead

    Triggers when a new lead is added.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CINC triggers, actions, and search

    Agent Assigned

    Triggers when an agent is assigned.

    Trigger
    Instant
    Try It
  • CINC triggers, actions, and search

    Agent Auto Reassign Completed

    Triggers when auto reassign on a lead has completed for any reason.

    Trigger
    Instant
    Try It
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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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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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