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CINC + Shape

Create records in Shape for new leads in CINC

Streamline your lead management process with this intuitive workflow. Whenever you receive a new lead in CINC, a new record is instantly created in Shape to help manage your prospecting better. This automation not only saves you time but also optimizes your lead tracking and customer relationship management efforts.

Streamline your lead management process with this intuitive workflow. Whenever you receive a new lead in CINC, a new record is instantly created in Shape to help manage your prospecting better. This automation not only saves you time but also optimizes your lead tracking and customer relationship management efforts.

  1. When this happens...
    CINCCINC
    New Lead

    Triggers when a new lead is added.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    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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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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