CINC + Follow Up Boss Integrations
How to connect CINC + Follow Up Boss
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Popular CINC + Follow Up Boss workflows
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Agent AssignedTriggers when an agent is assigned.Trigger- Label AppliedTriggers when a label is applied.Trigger
- New InquiryTriggers when new inquiry was requested.Trigger
- New LeadTriggers when a new lead is added.Trigger
- Note AppliedTriggers when a note is applied.Trigger
- Pipeline Stage ChangedTriggers when a pipeline stage is applied.Trigger
- Trashed LeadTriggers when a lead is trashed.Trigger
- Lead Details UpdatedTriggers when a lead's information is updated. I,E changing a lead's phone number.Trigger
- CINC
Creates a new lead.
Scheduled
Action
- CINC
Adds a note to a lead in the CINC CRM.
Scheduled
Action
- CINC
Create a saved search in CINC based on lead search data.
Scheduled
Action
- CINC
Updates existing lead in the CINC CRM.
Scheduled
Action
- CINC
Trashes a lead in the CINC CRM.
Scheduled
Action
- CINC
Call this to verify an already confirmed lead source by form id.
Scheduled
Action
- Follow Up Boss
Fires when a new appointment is created in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when a new deal is created in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when the stage of a deal is updated in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when a new contact is created in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when a contact's stage is updated in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when a tag is added to a contact in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Adds selected users as collaborated on a given contact.
Scheduled
Action
- Follow Up Boss
Adds tags to a contact.
Scheduled
Action
- Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
- Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
- Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
- Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
- Follow Up Boss
Creates a note on a contact
Scheduled
Action
- Follow Up Boss
Create a task for a contact.
Scheduled
Action
- Follow Up Boss
Logs a call on a contact.
Scheduled
Action
- Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
- Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
- Follow Up Boss
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Scheduled
Action
- Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action
How CINC + Follow Up Boss Integrations Work
- Step 1: Authenticate CINC and Follow Up Boss.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About CINC
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