We've split the setup process into parts to make it easier to do. Complete each section in this article one at a time in order to set up the CINC 3.0 integration.
Before You Begin...
Before you set up this integration, it's ESSENTIAL that you complete all required prerequisites to ensure that the integration functions correctly once it's turned on. You can find all of these prerequisites in this article in our Knowledge Base.
Part 1: Set Up Pipeline Labels in CINC
The CINC integration with Sisu is driven by CINC labels that match up with Sisu pipeline statuses. By assigning these pipeline labels to a lead in CINC, you can make the corresponding Sisu transaction advance from one status to the next. So let's go ahead and create those labels in CINC by doing the following:
Log into CINC.
In the sidebar on the left, click Leads > Labels and then Manage Labels. This opens the Manage Labels window.
To create a label, click Create New Label on the right side of the window.
Type Buyer Apt Set in the field provided.
*IMPORTANT*: Make sure there are no typos! The spelling and spacing must be entered exactly how you see it above.
Click Create. Your new label appears in the Manage Labels window.
Repeat steps 3–5 to add the rest of the Sisu labels. See the list of labels below and make sure you've added each one.
Note: You can add as many or as few of these labels as you want, depending on what statuses you want your agents to be able to advance in Sisu.
Buyer Apt Set (added in steps 3–5)
Buyer Apt Met
Buyer Client Signed
Buyer Offer Made
Buyer Pending (or Buyer Under Contract)
Seller Apt Set
Seller Apt Met
Seller Client Signed
Seller Live Listing
Seller Offer Made
Seller Pending (or Seller Under Contract)
If desired, click Add Group to make folders. Then organize your labels as you see fit.
Review the names of all your labels and make sure each one has been named correctly. If the name is mistyped, the integration won't recognize it.
Part 2: Get Your Integration Access Token
In the prompt, click Accept.
Enter your CINC login credentials and then click Continue. This makes your access token appear in the form of a long string of letters and numbers.
Click Copy Token to automatically copy the token.
Paste the token somewhere you can easily find it. You'll need this token later on in the setup process.
Part 3: Choose Your Settings and Finalize Setup
In Sisu, go to Admin > Integration Hub.
Click the CINC tile.
Click the CINC Integration 3.0 tile.
In the upper-right corner of the screen, click Configure. This opens the integration wizard.
Scroll down to the CINC Connection section and paste the access token from part 2 into the CINC API Key field.
Note: Don't worry about the CINC Environment to Use field. It should already have Production selected.
Click the Start creating transactions from pipeline drop-down, and select a Sisu pipeline label from the menu. When agents apply the selected label to a lead, a new transaction is created in Sisu.
Example: Let's say you choose the Sisu Apt Set option from the drop-down. When the agent applies either the Buyer Apt Set label or the Seller Apt Set label to a lead, a transaction in Sisu will be created.
If desired, change the New Agent Password.
If you're using the CINC Dialer, click the Use Dialer toggle to enable the setting.
About this setting: This setting makes the following CINC Dialer Activities appear in Sisu:
CINC Dialer Conversations
CINC Dialer Conversations over 30 Seconds
CINC Dialer Cancelled
CINC Dialer No Answer
CINC Dialer Unworked
CINC Dialer Left VM
Each morning, Dialer Activity numbers in Sisu will be updated to reflect the numbers recorded in the CINC Dialer Summary report.
If you enabled the Use Dialer setting, you can choose to enable Auto-Increment Standard Sisu Activities from Dialer.
About this setting: When you enable this setting, you can expect the following:
When CINC Dialer calls are over 30 seconds, they are automatically counted as a Sisu Conversation. Conversations are tracked on the Dashboard and in several reports.
Each CINC Dialer call automatically counts toward the "Number of Dials" Activity in Sisu.
Click Finish. This turns on the CINC integration with Sisu.