Integrate CINC with Retently

Sync customer profiles between CINC and Retently to ensure up-to-date contact information and preferences, trigger NPS/CSAT surveys after significant lead interactions or updates, and use survey responses to enhance lead management strategies.

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About CINC

CINC is a CRM platform that facilitates lead management, including features for assigning agents, updating lead details, and tracking new inquiries.

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CINC to Retently

1

Agent Assigned

Triggers when an agent is assigned.
2

Agent Auto Reassign Completed

Triggers when auto reassign on a lead has completed for any reason.
3

New Inquiry

Triggers when new inquiry was requested.
4

Note Applied

Triggers when a note is applied.
5

Trashed Lead

Triggers when a lead is trashed.
6

Agent Auto Reassigned

Triggers when an agent is assigned via auto reassign.
7

Label Applied

Triggers when a label is applied.
8

New Lead

Triggers when a new lead is added.
9

Pipeline Stage Changed

Triggers when a pipeline stage is applied.
10

Lead Details Updated

Triggers when a lead's information is updated.
RetentlyCINC logo

Retently to CINC

1

Create Lead

Creates a new lead.
2

Add Saved Search

Creates a saved search in CINC based on lead search data.
3

Trash Lead

Trashes a lead in the CINC CRM.
4

Add Note

Adds a note to a lead in the CINC CRM.
5

Update Lead

Updates existing lead in the CINC CRM.
6

Verify Lead

Call this to verify an already confirmed lead source by form id.

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