Setting Up API Connection with CINC Pro CRM
Simplify your lead management by connecting ArchAgent directly to your CINC Pro CRM with our robust API integration. This guide walks you through the straightforward setup process, eliminating tedious manual CSV imports and exports.
Automated Lead Transfer
Easily sync your SBO, FRBO, Expired, and Preforeclosure leads automatically to your CINC Pro CRM.
Enhanced Data Integration
Create and push new Neighborhood Data and Likely to List data directly to CINC.
Receive API Updates
Automatically update the status of properties that move from FSBO or Off-Market to Active and Sold.
Easy and Fast
No more importing and exporting .CSV files. Everything is passed seamlessly via API saving you time and effort.
Setting Up the API Connection
Follow these steps to establish the connection between My Plus Leads and CINC Pro CRM:
From the main dashboard, click on SETTINGS & HELP in the main navigation menu.
Select Options/Preferences from the dropdown menu.
Click on Data Integrations in the submenu that appears.
In the Data Integrations section, scroll through the available integrations or use the search function to find "CINC".
Once located, click on the + sign next to the CINC integration option to begin the setup process.
Click the AUTHORIZE button to establish the connection between My Plus Leads and CINC Pro CRM.
You will be redirected to the CINC OAuth authentication page.
Enter the following information:
- CINC URL: Your CINC instance URL
- Username: Your CINC username
- Password: Your CINC password
Click the Allow button to proceed.
After authorization, you'll need to configure your integration preferences:
- Check "Is Active": This turns on the synchronization between the platforms
- Sync All Leads option:
- Checked: All leads will automatically be passed to CINC
- Unchecked: You'll need to manually send leads after calling and qualifying them
- Generate Random Email Addresses option:
- Check this box if CINC requires email addresses to create new records
- This will generate placeholder emails for leads without email addresses
Syncing Historical Data to CINC
You can also push historical lead data from My Plus Leads to CINC Pro CRM:
To send previously collected leads to CINC, you'll need to create a historical search in My Plus Leads.
For detailed instructions on syncing back-data through the integration, visit our Knowledge Base article:
How to Sync Backdata Through Data Integration
Verifying the Connection
To ensure your integration is working properly:
- Check the status indicator on the Data Integrations page - it should show "Active"
- Create or update a lead in ArchAgent and verify it appears in your CINC Pro CRM
- Check the activity logs in both systems to confirm data is flowing correctly. You can view the data integration logs for any particular listing inside of the Detail view under Data Integration history
Managing Your Integration
You can manage your integration at any time by returning to the Data Integrations section. Options include:
- Temporarily pausing the integration by unchecking "Is Active"
- Updating synchronization settings
- Refreshing the connection if needed
- Disconnecting the integration entirely
Troubleshooting
If you encounter issues with your integration:
- Verify your CINC credentials are correct and your account has API access permissions
- Check that the "Is Active" option is checked
- Ensure your internet connection is stable
- Try disconnecting and reconnecting the integration
- Contact ArchAgent support if problems persist
Conclusion
By connecting ArchAgent to your CINC Pro CRM via our API integration, you've significantly streamlined your lead management workflow. Now you can focus more on building relationships and closing deals, while the systems handle the data transferring automatically in the background.
Remember to check our Knowledge Base for additional resources and best practices for getting the most out of your integration.