CINC + Surefire CRM

CINC + Surefire CRM integrations

Create new Surefire CRM contacts from new leads in CINC

Easily manage your leads with this effective workflow that bridges CINC and Surefire CRM. Whenever you’ve got a new lead in CINC, it seamlessly creates a corresponding contact in your Surefire CRM. This simplifies your data management, ensuring no lead falls through the cracks and helps you to better cater to your potential clients. Efficiently streamline your sales cycle with this CINC to Surefire CRM connection.

When this happens...
New LeadTriggers when a new lead is added.
TriggerInstant
automatically do this!
Create ContactCreates a new contact or updates an existing contact.
ActionWrite

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More things you can do with CINC and Surefire CRM

Discover other triggers and actions you can use with CINC and Surefire CRM

Agent Assigned
Triggers when an agent is assigned.
Trigger
Instant
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Agent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Trigger
Instant
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New Inquiry
Triggers when new inquiry was requested.
Trigger
Instant
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Note Applied
Triggers when a note is applied.
Trigger
Instant
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Trashed Lead
Triggers when a lead is trashed.
Trigger
Instant
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- Cell Phone
  Required
- Full Name
- First Name
- Last Name
- Email
- EmailCC
- Home Phone
- Work Phone
- Full Address
- Street Address
- City
- State
- Postal Code
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Buyer Lead
- First Time Buyer
- Seller Lead
- Distressed Seller
- Has a House to Sell
- Use Lead Routing
- Notes
- Send Welcome Email
- Favorite City
- Source
Action
Write
- Email
  Required
- City
- State
- Zip
- CityState
- County
- Lot_Acreage
- MaxLot_Acreage
- MinSqFt
- MaxSqFt
- MinYearBuilt
- MaxYearBuilt
- MinBeds
- MaxBeds
- MinBaths
- MaxBaths
- MinPrice
- MaxPrice
- StrCrit
- Frequency
Action
Write

- Email
  Required
Action
Write
Create Contact
Creates a new contact or updates an existing contact.
Action
Write

Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Trigger
Instant
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Label Applied
Triggers when a label is applied.
Trigger
Instant
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New Lead
Triggers when a new lead is added.
Trigger
Instant
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Pipeline Stage Changed
Triggers when a pipeline stage is applied.
Trigger
Instant
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Lead Details Updated
Triggers when a lead's information is updated. I,E changing a lead's phone number.
Trigger
Instant
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- Email
  Required
- Notes
  Required
- CallNote
Action
Write
- Email
  Required
- Cell Phone
- First Name
- Last Name
- Address
- City
- State
- Postal Code
- Buyer Lead
- Seller Lead
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Distressed Seller
- Favorite City
Action
Write
- Email
  Required
- FormID
  Required
Action
Write

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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About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.