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CINC + Fieldnotes

Update or add Fieldnotes contacts for new pipeline stage changes in CINC

Want to make sure that appropriate drips will be applied to your contacts depending on the sales pipeline your leads are on? No worries, we got you covered! Adding each contact to Fieldnotes when their sales pipeline in CINC changes is so easy with this Zapier integration.

Want to make sure that appropriate drips will be applied to your contacts depending on the sales pipeline your leads are on? No worries, we got you covered! Adding each contact to Fieldnotes when their sales pipeline in CINC changes is so easy with this Zapier integration.

  1. When this happens...
    CINCCINC
    Pipeline Stage Changed

    Triggers when a pipeline stage is applied.

    TriggerInstant
  2. automatically do this!
    FieldnotesFieldnotes
    Update or Add Contact

    Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).

    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
  • CINC triggers, actions, and search

    Agent Auto Reassigned

    Triggers when an agent is assigned via auto reassign.

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

    Pipeline Stage Changed

    Triggers when a pipeline stage is applied.

    Trigger
    Instant
    Try It
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cinc logo

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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fieldnotes logo
fieldnotes logo

About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

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