CINC + SetSchedule
Create CINC leads from new SetSchedule opportunities
Effortlessly manage your leads with this seamless automation between SetSchedule and CINC. When a new opportunity is identified in SetSchedule, this workflow instantly creates a lead in CINC, ensuring that you never miss out on potential business opportunities. Enhance your productivity and stay organized with this streamlined solution.
Effortlessly manage your leads with this seamless automation between SetSchedule and CINC. When a new opportunity is identified in SetSchedule, this workflow instantly creates a lead in CINC, ensuring that you never miss out on potential business opportunities. Enhance your productivity and stay organized with this streamlined solution.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Try It
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
NotesRequired
Temperature
Next Activity
Schedule ToRequired
Agent Assigned
Triggers when an agent is assigned.
Try ItAgent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Try It
