This article shows how your actions in CINC affect transactions and Activities in Sisu. The CINC integration is a one-way, continuous update from CINC to Sisu. Any changes you make to a Sisu transaction won’t update an associated lead in CINC.

Topics in this article:

Video Overview

How New Transactions Are Created in Sisu

This section explains how and when transactions are created in Sisu through the CINC integration, how lead data maps over, and how special cases (buyer/seller leads and ISAs) are handled.

→ How Are New Transactions Created in Sisu?

New transactions are created when specific pipeline labels are applied to a lead in CINC. These labels are manually created in CINC by a CINC user upon setup.

Below is a full list of available pipeline labels.

Buyer Pipeline Labels	Seller Pipeline Labels
Buyer Pipeline	Seller Pipeline
Buyer Apt Set	Seller Apt Set
Buyer Apt Met	Seller Apt Met
Buyer Client Signed	Seller Client Signed
Buyer Showing	Seller Live Listing
Buyer Offer Made	Seller Showing
Buyer Pending (or Buyer Under Contract)	Seller Offer Made
Buyer Closed	Seller Pending (or Seller Under Contract)
Buyer Lost	Seller Closed
	Seller Lost

When one of these labels is applied to a lead in CINC:

A transaction may be created in Sisu
The transaction status advances based on the label applied

→ Where Does New Lead Information Appear in Sisu?

When a lead is added in CINC, specific fields sync over to Sisu. The table below shows how those fields map.

CINC - Add New Lead Form Fields	Sisu - Transaction Form Fields
Type	Transaction Type
First Name	First Name
Last Name	Last Name
Email	Contact Email
Phone	Mobile Phone Number
Address	Address Line 1 (seller transactions only)
City	City (seller transactions only)
State (you must write out the full state name)	State (seller transactions only)
Source	Lead Source
Agent	Agent (buyer transactions only)
Listing Agent	Agent (seller transactions only)
Pipeline Label (e.g., Buyer Apt Set)	Transaction Status + corresponding date field
Non-pipeline Label	Tags

→ What Happens If a Lead Is Both a Buyer and a Seller?

If a lead is marked as both a buyer and a seller in CINC, the integration can create two separate transactions in Sisu. Here's how:

Create lead in CINC.
1. Mark the lead as both buyer and seller.
2. Both Agent and Listing Agent fields are filled out.
Apply a buyer pipeline label to trigger the transaction creation.
Example: The Buyer Apt Met label is applied to the lead in CINC.
- A buyer transaction is created in Sisu in the Appt Met status and assigned to the Agent.
- A seller transaction is also created in Sisu in the Pipeline status and assigned to the Listing Agent.

→ How Are ISA Users Handled?

If a CINC user is in the ISA user role in Sisu and they apply an Apt Set pipeline label, the transaction in Sisu will show the ISA's name in the Appt Set By (ISA) form field.

How CINC Labels Update Sisu Transactions

The CINC integration is label-driven. Pipeline labels control when transactions are created in Sisu and how they move through each stage.

After adding a lead in CINC, applying the correct pipeline label will update the transaction status in Sisu.

→ How Do CINC Labels Update a Sisu Transaction?

As a lead progresses, you apply additional pipeline labels in CINC to reflect their progress.

⚠️ Important: Once a pipeline label is applied, do not remove it. Pipeline labels represent milestones the lead has already completed.

Example: You apply a Buyer Apt Set label in CINC.

Buyer transaction is created in Sisu in the Appt Set status.

After the appointment occurs, you apply the Buyer Apt Met label in CINC.

The existing Sisu transaction updates to the Appt Met status.

Each new pipeline label advances the transaction forward.

→ How Each CINC Label Affects Sisu

Buyer Pipeline Labels

CINC Pipeline Label	Sisu Status	Sisu Date Form Field
Buyer Apt Set	Appt Set	1st Time Appt Set
Buyer Apt Met	Appt Met	1st Time Appt Met
Buyer Client Signed	Signed	Signed Date
Buyer Showing	1st Time Showing	1st Showing Date
Buyer Offer Made	1st Time Offer	1st Offer Date
Buyer Pending (or Buyer Under Contract)	Pending	Under Contract Date
Buyer Closed	Closed	Closed (Settlement) Date
Buyer Lost	Lost	Lost Date

Seller Pipeline Labels

CINC Pipeline Label	Sisu Status	Sisu Date Form Field
Seller Apt Set	Appt Set	1st Time Appt Set
Seller Apt Met	Appt Met	1st Time Appt Met
Seller Client Signed	Signed	Signed Date
Seller Live Listing	Live Listing	MLS Live Date
Seller Showing	1st Time Showing	1st Showing Date
Seller Offer Made	1st Time Offer	1st Offer Date
Seller Pending (or Seller Under Contract)	Pending	Under Contract Date
Seller Closed	Closed	Closed (Settlement) Date
Seller Lost	Lost	Lost Date

ℹ️ Note: When a Buyer Lost or Seller Lost pipeline label is applied, the Lost Reason in Sisu will be set as “Marked Lost by CINC Integration”.

→ How to Apply a Label in CINC

You can apply labels in two ways.

Option 1: Apply a Label When Adding a New Lead

Go to the CINC Leads Dashboard
Click Add New Lead
Confirm lead consent
Scroll to the Label field
Select the appropriate label
Save the lead

The label is applied automatically.

Option 2: Apply a Label to an Existing Lead

Go to the CINC Leads Dashboard
Click the lead’s name
Click the area below the status dropdown
Select the label you want to apply
Click Apply

→ What Happens If Pipeline Labels Are Removed or Reapplied?

Removing a pipeline label does not reverse or change the transaction in Sisu
Reapplying a pipeline label that was already used does nothing
Once a transaction is in the Closed status in Sisu, removing and reapplying pipeline labels will create a new transaction in Sisu.

If a label is applied to a lead in CINC but a transaction does not currently exist for that lead in Sisu, when a new label is applied (any type of label, not necessarily an integration label) a transaction will be created in Sisu.

CINC Processes That Increment Sisu Activities

Activities sync in real time. As your team makes calls, sends texts, and sends emails, those activities flow immediately into Sisu. This means instant visibility, more accurate reporting, and better coaching insights.

→ Standard CINC Activities That Sync to Sisu

The following activity types increment automatically based on actions taken in CINC.

The user who performs the action in CINC receives credit in Sisu. Only outgoing actions increment Sisu activities.

Action in CINC	Activity Incremented in Sisu
Call a lead via the Call button	CINC Call
Add a Call Note to a lead	CINC Call
Call made via the CINC Dialer	CINC Call Dialer-specific activities (if enabled)
Text a lead via the Text button	CINC Text Text Messages
Email a lead via the Email button	CINC Email Emails Sent
Add a new CINC lead	CINC Leads
Add a general note to a lead	CINC Notes
Apply the (S) Conversation or (B) Conversation label to a lead	Conversations

⚠️ Important: If the Sync CINC Lead Activities setting isn't enabled in the integration configuration, CINC Activities won't appear or be incremented in Sisu. For steps on how to enable this setting, check out this section of the Configuring te CINC Integration KB article. 📙

→ CINC Dialer Activities

The CINC Dialer is a VOIP calling system that allows agents to quickly call through a list of leads from their computer. This is called a Dialer campaign.

During a campaign:

The Dialer records the result of each call
A campaign summary is generated when the campaign ends
Results sync directly to Sisu

For information on using the Dialer, check out this video from CINC's Help Center.

Action in CINC	Sisu Activity - CINC Dialer Specific
Call answered during a Dialer campaign	CINC Dialer Conversations CINC Call Number of Dials
Answered Dialer call that lasted for more than 30 seconds	CINC Dialer Conversations over 30 Seconds Conversations CINC Call Number of Dials
Call attempt with no answer, left Voicemail	CINC Dialer Left VM CINC Call Number of Dials
Call attempt with no answer, did not leave Voicemail	CINC Dialer No Answer CINC Call Number of Dials
Lead on the campaign list was not attempted	CINC Dialer Cancelled CINC Call Number of Dials
Campaign was paused before all leads were worked	CINC Dialer Unworked CINC Call Number of Dials

Example of how Dialer results appear in Sisu:

Campaign Results:
- 13 leads were called
- 10 leads answered
- 2 of those calls lasted longer than 30 seconds
- 3 leads did not answer
Activity Results in Sisu:
- +13 CINC Call
- +13 Number of Dials
- +10 CINC Dialer Conversations
- +2 CINC Dialer Conversations Over 30 Seconds
- +2 Conversations
- +3 CINC Dialer No Answer

⚠️ Important:

If the Use Dialer setting isn't enabled in the integration configuration, Dialer Activities won't appear or be incremented in Sisu.
If the Sync CINC Dialer Activities setting isn't enabled in the integration configuration, Sisu default Activities (Number of Dials, Conversations) won't be incremented in Sisu.

For steps on how to enable these settings, check out this section of the Configuring the CINC Integration KB article. 📙

Lead Source Tracking

Lead counts update in real time and are tracked per agent.

As soon as a new lead is added in CINC, the activity is reflected immediately in Sisu.

To utilize this feature, the Increment New Lead Source Total setting must be enabled in the integration configuration. For steps on how to enable these settings, check out this section of the Configuring the CINC Integration KB article. 📙

When enabled, any new lead added in CINC with a Lead Source assigned will automatically increment the total lead count for that Lead Source in Sisu.

More accurate lead attribution leads to: