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.

When this happens...
New Lead
Triggers when a new lead is added.
TriggerInstant
automatically do this!
Create Record
Create a new record within the CRM
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
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
Action
Write
- Record IDRequired
- Status NameRequired
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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- 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
- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record IDRequired
Action
Search