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Configuring the CINC Integration

Kayla Latta avatar
Written by Kayla Latta
Updated this week

To make setup easier, we’ve broken the process into sections. Complete each part in order to successfully connect CINC to Sisu.


Required Prerequisites

Complete these three steps before turning on the integration.

  1. Using Multiple CINC Websites?

    If you have more than one CINC website connected to your account, this requires a two-step setup process and assistance from our team. Contact our Customer Success team via the chat bubble in Sisu. πŸ’¬

  2. Match CINC Users to Sisu Users

    The integration matches users based on name and email. If a CINC user does not match a user in Sisu:

    • They will not be mapped.

    • Their data will not sync via the integration.

Before proceeding, confirm that your users exist in Sisu, and the user names and emails match in both systems.


Key Strategies for Success

The following strategies will help ensure a smooth setup and prevent common issues once the CINC integration is enabled.

  • Verify Your Timezone

    All activity and logged dates are based on your team timezone settings in Sisu. Before turning on the integration, confirm your timezone is correct by navigating to Admin > Team Settings > Profile.

  • Make Sure Everyone Understands Your Triggers

    Your configuration settings determine:

    • What and how activities are incremented in Sisu

    • How leads counts move from CINC into Sisu

    • If Tags are tracked in Sisu

    Ensure you and your agents understand which labels trigger actions. For more details on how triggers work, check out the Ins & Outs of the CINC Integration KB article. πŸ“™


Part 1: Create CINC Labels

The integration works through CINC labels that match Sisu pipeline statuses.

When a label is applied to a lead in CINC, the corresponding Sisu transaction moves forward.

  1. Log into CINC.

  2. In the sidebar on the left, click Leads > Labels and then Manage Labels. This opens the Manage Labels window.

  3. Click Create New Label on the right side of the window.

  4. Enter the label name as Buyer Pipeline.

  5. Click Create.

  6. Repeat these steps for the additional labels:

    Buyer Pipeline Labels:

    • Buyer Apt Set

    • Buyer Apt Met

    • Buyer Client Signed

    • Buyer Showing

    • Buyer Offer Made

    • Buyer Pending (or Buyer Under Contract)

    • Buyer Closed

  7. Seller Pipeline Labels:

    • Seller Pipeline

    • Seller Apt Set

    • Seller Apt Met

    • Seller Client Signed

    • Seller Live Listing

    • Seller Showing

    • Seller Offer Made

    • Seller Pending (or Seller Under Contract)

    • Seller Closed

ℹ️ You can click Add Group to create folders and organize your labels. Creating Sisu Seller and Sisu Buyer folders is optional but recommended.

⚠️ Important:
Spelling and spacing must match exactly. If there’s a typo, the integration will not recognize the label. Before moving on, double-check that every label is spelled correctly.


Part 2: Choose Settings & Finalize Setup

Now you'll want to configure the integration in Sisu.

  1. In Sisu, go to Admin > Integration Hub.

  2. Select the CINC tile.

  3. Click Connect under CINC Connection.

  4. Enter you CINC credentials into the fields and click Allow.

  5. The page will refresh and you'll see an Authorization completed successfully! message. You can close this page.

  6. The CINC connection will now appear as Active.

  7. Click Next.

  8. Make selections in the following settings:

    • Sync CINC Dialer Activities - When enabled, the Dialer specific activities listed below will increment in Sisu. More information can be found here. πŸ“™

      • CINC Dialer Conversations

      • CINC Dialer Conversations over 30 Seconds

      • CINC Dialer Left VM

      • CINC Dialer No Answer

      • CINC Dialer Cancelled

      • CINC Dialer Unworked

    • Sync CINC Lead Activities - When enabled, call notes, general notes, texts and emails that occur on a lead in CINC will increment the activities listed below in Sisu. More information can be found here. πŸ“™

      • CINC Call

      • CINC Text

      • CINC Email

      • CINC Notes

    • Sync CINC New Lead Activity - Each lead added to CINC will increment the New Leads activity in Sisu.

    • Increment New Lead Source Total - 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 information can be found here. πŸ“™

    • Create CINC Labels As Sisu Tags - When enabled, any non-integration labels applied to a lead in CINC will appear in the Tags field within the Sisu transaction.

  9. Click Finish. Your CINC integration is now active. πŸš€


Part 3: Disable Other CINC Integrations

If you are currently using:

  • Real Synch

  • API Nation

  • Zapier

  • Any other third-party provider

Disable those CINC integrations to prevent duplicate transaction and activity data in Sisu.

If Sisu controls your previous integration, contact our Customer Success Team via the chat bubble in Sisu to have it disabled. πŸ’¬


Testing the Integration

Create a test lead in CINC and apply some labels to make sure the integration is functioning correctly. The video below demonstrates applying labels and syncing transactional data from CINC to Sisu.

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