CINC - Integration Setup
Overview
This page describes the process of setting up your CINC Workflows. To proceed, you will need CINC connected to your API Nation account and the Workflows created.
When your Widgets, Filters, and Mapping are complete, the Sync can be activated at the top of the page via the "Activate Sync" button.
Functionality
The CINC integration syncs Leads from CINC to a target CRM Application with the following functions:
- When a Lead is created in CINC, it will sync to the target application.
- When a Lead is updated in CINC, it will sync to the target application.
- This integration during setup can be configured to sync ALL existing leads to the target application.
Connect your Account
- Log into API Nation.
- Navigate to the App Marketplace and look up CINC or click on this link.
- Click on Add Account.
- Sign into your CINC account with your Site Name, Username, and Password.
NOTE: Please be sure that you sign in with a BROKER-LEVEL ACCOUNT. This integration will only work with Broker-level permissions.
Setting up the Workflow
- Navigate back to the Integrations available for CINC to select the one you wish to setup. In the examples below we will be highlighting our CINC and kvCORE integration.
- Press Activate on your desired sync.
- Press Select to use the connection displayed. Press Connect if you wish to use a different CINC account.
- Repeat the above process for the second Application that you chose.
- Select "Sync all contacts on first run" if you want to sync ALL Contacts in CINC over to the target Application. If you do not select this option only new contacts added to CINC will be moved over.
- Click Subscribe
- Next you will want to select the subscription that best meets your needs. You may be asked to add billing information if you have not done so yet.
- Your sync is now ready! Before turning your workflow on you may wish to review our guide on how to modify the widgets, filters, and mapping for your CINC integration first!
- Once you are ready to begin, click Activate Sync!
