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CINC CRM Integration via Zapier
CINC CRM Integration via Zapier

Learn how to setup Commissions Inc Zapier API to connect CallAction to automatically capture calls and texts into CINC CRM notes.

Updated over 2 months ago

Connect CallAction to Commissions Inc Zapier

Learn how to setup Commissions Inc Zapier to connect CallAction to capture calls and texts into CINC CRM notes automatically.

Save time and capture more real estate leads with this powerful automation workflow.  Save hours of data-entry and build up your CINC CRM database with captured leads from calls or text.

If you run a real estate team, you can capture and distribute all your yard sign calls via first to claim lead broadcast. Let's get started.

Things You Need for this Commissions Inc Integration

  • CallAction

  • Commissions Inc / CINC 

  • Zapier account

  • CallAction & CINC Zapier invites
    (Text CINC Zap to (657) 444-1500 to get CINC Zapier)

Steps to setup Commission Inc and CallAction integration

This workflow will take about 15 mins to setup. Follow the steps in order below and activate this CINC integration. 

Get CallAction and Commissions Inc Zapier Invites

  • Text CINC Zap to (657) 444-1500

Next, you will need to open web browsers to login CallAction, Commissions Inc and Zapier.
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We provide you both step-by-step written instructions below our you can watch this quick video guide.
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Video how to setup Commissions Inc Zapier with CallAction

Below are the simple steps to setup this CINC Zap. 

Create CallAction Contacts in CINC with Zapier API

  1. Login to CallAction

  2. Click on Profile > Settings

  3. Click on Integrations

  4. Click on the Zapier button

  5. Copy your CallAction Zapier API key

  6. Click to get your Zapier private invite
    (Zapier will open to CallAction API to create Zap)

  7. Select New Contact

  8. Click Save

  9. Click Connect Account

  10. Paste your CallAction Zapier API key

  11. Click Save + Continue

  12. Click Continue again

  13. Click the Add Step, Action/Search button

  14. Search Commissions Inc Invite
    (Note: if not displayed, you need the CINC Zapier Invite, get it now: Text CINC Zap to (657) 444-1500)

  15. Select Add Lead

  16. Click Save + Continue

  17. Click Connect an Account (or select existing Commissions Inc Zapier connected account)

  18. Click Test & Continue

  19. Insert merge files into the following fields.

  20. Cell Phone Field
    (Click on the box on the right side of select Phone)

  21. Full Name 

  22. First Name

  23. Last Name

  24. Email

  25. Assigned Agent
    (Note: you will need to create individual Zaps for each team member)

  26. Label (Selects a tag if needed)

  27. Note; select Notes

  28. Source; select Campaign Name

  29. Click Continue

  30. Click Send Test to Commission Inc

  31. Click Finish

  32. Name Zap; CINC Create Contact

  33. Turn ON Zap

Next, we will need to create a second Zap to update the contact record in CINC with CallAction activities.

Make Another Zap

CallAction to CINC Zap for New Activities

  1. Select CallAction API 

  2. Select New Activity

  3. Click Continue

  4. Connect Commissions Inc account

  5. Click Add Step

  6. Click the Add Step, Action/Search button

  7. Select Add Note

  8. Select Commissions Inc Account

  9. Click Save + Continue

  10. Email; select Contact Email

  11. Notes; select Type add space Body

  12. Click Continue

  13. Click Send Test to Commissions Inc

  14. Click Finish

  15. Name Zap - CINC Activity

  16. Turn Zap ON

Now, the CallAction to Commissions Inc Zap is created you will activate the Zapier integration on CallAction.

Activate CallAction to Commission Zapier

  1. Login to CallAction

  2. Click Profile

  3. Click Integrations

  4. Click on the Zapier button

  5. Set Zaps to specific phone numbers or all as needed

  6. Click Save All Changes

Done! 

Now you can grow your CINC CRM database quickly as all calls and text are captured and synced to your real estate CRM. You can power dial contacts with our sales dialer.

All CallAction drip campaign activity for lead follow-up and long-term nurtures are synced. 

Important! If you were previously using the Commissions Inc lead export to create leads in your CINC CRM, you must disable that integration to avoid creating duplicates.

Try Commissions Inc Zapier Integration for 14-days Free

Agents and real estate teams using CINC can try this Commissions Inc integration with CallAction free for 14-days. Signup in less than 15 mins to activate your free CallAction account and then setup this CINC Zapier integration. 

Add intelligent drip campaigns,  call capture / tracking and lead call routing functionality to your Commissions Inc CRM. Lead how to automate your Commissions Inc real estate lead follow-up at scale. 

Free 14-Day Trial
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