It's ESSENTIAL that you do each of these 3 prerequisites before turning on your integration!

If you're running multiple websites in your CINC configuration, please reach out to Sisu first. It will require a 2-step setup process and some help from our support team.

For Sisu licensing purposes, you'll need to ensure that you have a Sisu license for each active CINC user. If you try to exceed your license count, you'll receive an email stating that you have no licenses left. At that point, all agents above the current license count will be added as inactive users and can be updated to active in Sisu after additional licenses have been purchased.

If the integration can't match a CINC user's email or name with a user in Sisu, the CINC user won't be mapped to a user in Sisu, which means their actions won't affect the integration.

All your activity and logged dates will be based on your team timezone settings. Before you turn on your integration, make sure that the timezone is accurate.

You, your team, and your agents need to know the triggers that will move CINC leads into Sisu and create transactions. These triggers are determined by your configuration settings. For more details about how these settings work, go to this article in our Knowledge Base, and then scroll down to Part 3, step 9.

Once you complete all the prerequisites, you're ready to set up and turn on the CINC integration! You can actually set up the integration yourself by using the steps outlined in this article from our Knowledge Base.