CINC Lead Import setup

CINC Lead Import setup

  1. Hover over Settings in the top navigation bar
  2. Select Lead Import
  3. Click on the Generate button corresponding to CINC
  4. This will generate a unique email address to be used
  5. Click the Copy button
  6. Login to your CINC back end and change the lead notification email address to the one copied.
  7. Verify the connection by submitting a lead on CINC
Once you verify your connection any new lead that comes from CINC will be automatically imported to your EngageCRM.
    • Related Articles

    • Call Assist - Manual Setup

      Prerequisites: Setup Your Engage Phone Number Click on and select Leads. From the Segment drop-down select the saved segment you wish to engage.Alternatively, you can use the Filters to narrow down the call list.We suggest you try to keep your call ...
    • Setup Your Engage Phone Number

      Setup Your Engage Phone Number Prerequisites: Conversation Sequence - About (/Main/#/Help/Article/13-call-assist-about) Call Assist - About (/Main/#/Help/Article/13-call-assist-about) The Engage CRM will use a Engage phone number to connect to your ...
    • Conversation Sequence - Assign a Plan to a Lead

      Prerequisites: Conversation Sequence - Setup a Plan (manual) Conversation Sequence - Setup an Autonomous Plan Hower on Engage CRM and select Leads. Find a lead to assign an Action Plan. Click on the lead€™s name to open the Lead Detail page. Locate ...
    • Conversation Sequence - Setup a Plan (manual)

      Prerequisites: Conversation Sequence - About Click on and select Action Plans Manager. Click on +Action Plan. Enter desired Plan Name and click Create Action Plan. To assign your first standalone action click on the green + button (in the top left of ...
    • Add a Lead to Your EngageCRM

      You can manually add Leads to your EngageCRM. From the EngageCRM menu click Leads on the left panel scroll down click +Create Lead button fill out the fields with the Lead's contact information at the bottom of the screen check the boxes that apply: ...