CINC + Realty.com

Add notes in CINC for new leads events in Realty.com

This template collects Realty.com property views and saves and delivers them to CINC accounts.

When this happens...
New Lead Property View or Save
Triggers when one of your real estate leads has a property view, property save, saved search, showing request or other event
TriggerScheduled
automatically do this!
Add Note
Adds a note to a lead in the CINC CRM.
ActionWrite

New Lead
Triggers when a new lead is received from Realty.com.
Trigger
Scheduled
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New Lead Saved Search
Triggers when a Realty.com saves search criteria
Trigger
Scheduled
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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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New Lead Property View or Save
Triggers when one of your real estate leads has a property view, property save, saved search, showing request or other event
Trigger
Scheduled
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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