Follow Up Boss integration with CINC
How to Add new Follow Up Boss leads to CINC
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Follow Up Boss leads to CINC" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CINC integrations
CINC actions
Nekton can use any feature that is available in CINC API.
Using our advanced AI, you can easily create custom automations for CINC.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead.
Add Saved Search
Create a saved search in CINC based on lead search data.
Trash Lead
Trashes a lead in the CINC CRM.
Add Note
Adds a note to a lead in the CINC CRM.
Update Lead
Updates existing lead in the CINC CRM.
Verify Lead
Call this to verify an already confirmed lead source by form id.
About CINC
CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.