CINC - How to use Widgets, Filters, and Mapping Options
Widgets The Sync all contacts on first run setting will transfer all leads from your CINC account to the target application, while respecting any filters that have been applied in the workflow. If you do not select this setting only new leads entered into CINC will transfer over. Filters Filters can be u…
CINC - Integration Setup
Overview This page will review the process of connecting your CINC account to API Nation, as well as setting up a workflow integration. For our example, we will be connecting CINC to BoldTrail ( formerly kvCORE ). When your Widgets, Filters, and Mapping are complete, the Sync can be activated at the top of the …
