Create new CINC leads from new AgentLocator leads
Efficiently manage your leads with this powerful workflow. When a fresh lead emerges in AgentLocator, this workflow ensures they're instantly available in your CINC platform too. Not only you eliminate manual data entry, but you can also swiftly engage with new contacts, improving your interaction and response times.
Efficiently manage your leads with this powerful workflow. When a fresh lead emerges in AgentLocator, this workflow ensures they're instantly available in your CINC platform too. Not only you eliminate manual data entry, but you can also swiftly engage with new contacts, improving your interaction and response times.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a new lead.
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New Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last Name
EmailRequired
Phone
Source
Lead Type
Pipeline
Tags
Site
Status
Timestamp
Description
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