Skip to content
  • CINC logoCINC logo
  • Follow Up Boss logoFollow Up Boss logo

CINC + Follow Up Boss

Apply notes in CINC and instantly add tags to contacts in Follow Up Boss

When a new note is applied in your CINC platform, this workflow ensures that the related contact in your Follow Up Boss system gets tagged instantly. Streamline your real estate processes and improve client relationship management by allowing Follow Up Boss to stay updated with your CINC notes. This simple automation shares updates between CINC and Follow Up Boss, ensuring efficient and consistent communication at all times.

When a new note is applied in your CINC platform, this workflow ensures that the related contact in your Follow Up Boss system gets tagged instantly. Streamline your real estate processes and improve client relationship management by allowing Follow Up Boss to stay updated with your CINC notes. This simple automation shares updates between CINC and Follow Up Boss, ensuring efficient and consistent communication at all times.

  1. When this happens...
    CINCCINC
    Note Applied

    Triggers when a note is applied.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Add Tags to a Contact

    Adds tags to a contact.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • 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
cinc logo
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.
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.