CINC + Homebot

Create new Homebot clients from new leads in CINC

Manage your leads seamlessly and save time with this workflow. When new leads come in through CINC, an equivalent client profile is created in Homebot instantly ensuring that no lead is overlooked and every prospect has the opportunity to become a client. It's an efficient solution that accelerates your client management process, making it more streamlined and effective.

When this happens...
New Lead
Triggers when a new lead is added.
TriggerInstant
automatically do this!
Create Client
Creating a new client
ActionWrite

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Supported triggers and actions

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 PhoneRequired
- 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
- EmailRequired
- City
- State
- Zip
- CityState
- County
- Lot_Acreage
- MaxLot_Acreage
- MinSqFt
- MaxSqFt
- MinYearBuilt
- MaxYearBuilt
- MinBeds
- MaxBeds
- MinBaths
- MaxBaths
- MinPrice
- MaxPrice
- StrCrit
- Frequency
Action
Write

- EmailRequired
Action
Write
- Client IDRequired
- Saved Search NameRequired
- Minimum PriceRequired
- Maximum PriceRequired
- CityRequired
- State AbbreviationRequired
- Zip CodeRequired
Action
Write
- Client IDRequired
- Address (street)Required
- Address (zip)Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client IDRequired
- Maximum Loan AmountRequired
- Down Payment AmountRequired
- Maximum Home PriceRequired
- Loan Type
- Loan Term
- Expiration Date
- Pre-appoval
- Prospective Property Address
- Prospective Property Zip Code
- Compliance AcknowledgementRequired
- Estimated Rate
Action
Write
- Home ID
- Include clientsRequired
Action
Write
- Home IDRequired
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood insurance monthly
- Hazard insurance company
- Hazard insurance monthly
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold price
- Title insurance company
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client EmailRequired
Action
Search
- Client IDRequired
Action
Search
- EmailRequired
- Buyers Access
- Close Date
- Date of birth
- First NameRequired
- Last NameRequired
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client IDRequired
- Buyers Access
- Close Date
- Date of birth
- EmailRequired
- First NameRequired
- Last NameRequired
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or 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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- EmailRequired
- NotesRequired
- CallNote
Action
Write
- EmailRequired
- 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
- EmailRequired
- FormIDRequired
Action
Write
- Buyers Access
- Close Date
- Date of birth
- EmailRequired
- First NameRequired
- Last NameRequired
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Home IDRequired
- AmountRequired
- DateRequired
- Company loan IDRequired
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Escrow monthly
- FHA mi monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI monthly
- Rate
- refi
- Refi purpose
- Term years
- Total monthly payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- NameRequired
- Webhook URLRequired
- Event sources whitelist
- Username
- Password
Action
Write
- Client IDRequired
- Buyers access
- Buying close date
- Date of birth
- Email
- First name
- Last name
- Preferred languge
- Phone number
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Loan IDRequired
- Amount
- Date
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Company loan ID
- Escrow monthly
- FHA MI monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI Monthly
- Rate
- Refi
- Refi Purpose
- Term Years
- Total Monthly Payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- StreetRequired
- Unit
- Zip codeRequired
Action
Search
- Client IDRequired
Action
Search
- StreetRequired
- Unit
- Zip codeRequired
- Client IDRequired
- Address (street)Required
- Address (zip)Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client IDRequired
- Address (street)Required
- Address (zip)Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write

About CINC

CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Homebot

Homebot is a homeownership intent platform that surfaces actionable data first.

Learn more

Related categories

Marketing

CINC + Homebot

Create new Homebot clients from new leads in CINC

Agent Assigned

Agent Auto Reassign Completed

New Inquiry

Note Applied

Trashed Lead

Create Lead

Add Saved Search

Trash Lead

Create Listings Saved Search

Create Home

Create Pre-Qualification/Pre-Approval

Find Home by ID

Update Home

Find Client by Email

Find Client by ID

Find or create a client

Find or Create a Client

Agent Auto Reassigned

Label Applied

New Lead

Pipeline Stage Changed

Lead Details Updated

Add Note

Update Lead

Verify Lead

Create Client

Create Loan

Create Webhook Client

Update Client

Update Loan

Find Home by Address

Find Client's Homes

Find or Create a home

Find or create home(s) for a client

About CINC

Related categories

Similar apps

Zapier Interfaces

About Homebot

Related categories