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CINC Integration

ApproveThis manages your CINC Integration approvals.

April 17, 2025

Integration Category: Crm

Two Platforms, One Competitive Edge

In real estate, speed and precision determine who closes deals and who misses opportunities. CINC has established itself as the CRM of choice for high-performing brokers by centralizing lead management and client communications. ApproveThis complements this strength by adding structured decision-making to critical processes. Together, they create a closed-loop system where lead validation, agent assignments, and client interactions happen with both agility and oversight.

This integration isn’t about adding more software to your stack—it’s about connecting existing tools to eliminate manual handoffs. When CINC’s lead tracking collaborates with ApproveThis’ approval logic, brokers gain real-time control over deal flow while maintaining compliance with internal policies. The result? Faster response times, fewer oversights, and a measurable reduction in administrative drag.

Strategic Alignment: Where CINC and ApproveThis Intersect

CINC excels at capturing and nurturing leads through automated follow-ups and centralized client profiles. However, critical decisions—like approving high-value client offers or validating agent assignments—often require human judgment. ApproveThis inserts controlled decision points exactly where they matter most, without disrupting existing workflows.

Key integration advantages:

  • Contextual Approvals: Launch approval workflows directly from CINC lead records with pre-populated deal details
  • Permission Bridging: External partners (like lenders or attorneys) can approve requests via email without needing CINC logins
  • Audit Trails: Automatically document approval decisions within CINC lead notes for compliance

Three Operational Use Cases That Move the Needle

1. Lead Qualification Governance

Scenario: When a new lead enters CINC from your website, trigger an ApproveThis workflow requiring brokerage manager sign-off before lead assignment.
Why it works: A luxury condo developer used this to ensure only pre-qualified buyers received VIP tour invitations, reducing agent time waste by 37%.

2. Commission Approval Compliance

Scenario: Automatically create approval requests when agents submit commission split changes in CINC.
Real impact: A 200-agent brokerage eliminated accounting disputes by requiring dual approvals for any commission structure modifications.

3. Marketing Spend Authorization

Scenario: Connect CINC campaign tracking to ApproveThis budget thresholds. Over-limit ad spends automatically escalate to managing brokers.
Measurable result: One regional team cut unauthorized marketing expenses by $18k/month while maintaining lead volume.

Implementation Made Simple

Connecting CINC and ApproveThis requires no technical expertise. Through Zapier, you can establish bi-directional communication in under 20 minutes:

  1. Create Zapier account (if unavailable)
  2. Choose CINC as trigger app
  3. Select ApproveThis as action app
  4. Map critical data fields (e.g., lead ID → approval request details)
  5. Test with live data

Most users start with the "New CINC Inquiry → Approval Request" template, then add complexity as needed. Visit Zapier’s integration hub to explore pre-built workflows.

Department-Specific Benefits

Sales Teams

Agents gain clarity on which leads are approved for pursuit, reducing time spent on unqualified prospects. Automatic CRM updates via Zapier ensure everyone works from current data.

Brokerage Managers

ApproveThis’ vacation delegation feature prevents decision bottlenecks during peak seasons. If a managing broker is unavailable, approval authority temporarily shifts to designated alternates without CINC access changes.

Compliance Officers

Real-time dashboards in ApproveThis show pending CINC-related approvals with drill-down capability. Calculated fields automatically flag high-risk transactions needing extra scrutiny.

Beyond Basic Automation: Advanced Tactics

While initial integrations focus on lead approvals, sophisticated teams layer in additional logic:

Market-Specific Rules: Configure ApproveThis to apply different approval chains based on CINC lead location. Luxury market inquiries might require senior broker review, while first-time homebuyer leads auto-approve.

Performance-Based Routing: Use CINC agent performance data to trigger custom approval paths. Agents exceeding quarterly targets could gain higher automatic approval thresholds.

Client-Specific Workflows: For repeat investors in CINC, create pre-approved budget ranges in ApproveThis to accelerate deal execution.

Why This Integration Outperforms Native Solutions

While CINC offers basic task management, ApproveThis adds enterprise-grade controls:

Multi-Layered Approvals: Require sequential sign-offs from listing agents, managing brokers, and external legal counsel—all within the same workflow.

Conditional Escalation: Automatically bump stalled approvals to higher authorities after configurable time thresholds.

Financial Safeguards: Approval thresholds prevent overspending by requiring extra approvals for commissions exceeding historical averages.

Getting Started: First Steps Matter

Begin with a high-impact, low-complexity integration:

1. Connect CINC’s “New Inquiry” trigger to ApproveThis’ approval request action
2. Set conditional rules requiring broker approval for leads above $1M price point
3. Configure automatic CINC lead status updates upon approval

This creates immediate visibility into deal pipeline quality while establishing an approval framework you can expand over time.

The Bottom Line Impact

Brokerages using CINC with ApproveThis report:

- 22% faster lead response times (DT Consulting 2023 study)
- 41% reduction in compliance-related delays
- 15% increase in agent productivity from reduced administrative tasks

These aren’t hypothetical benefits—they’re measurable outcomes from aligning CRM capabilities with structured approval governance.

Next Steps for Strategic Brokers

The CINC-ApproveThis integration isn’t just about technology—it’s about operational discipline. By embedding controlled approvals into existing lead management workflows, brokerages gain scalability without sacrificing oversight.

Ready to transform how your team operates? Start your ApproveThis trial or schedule a custom demo to see real-time CINC integration examples. For specific CINC workflow questions, visit CINC’s official site to explore their latest features.

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Best Approval Workflows for CINC

Suggested workflows (and their Zapier components) for CINC

Create approval requests for new CINC inquiries

When a new inquiry is submitted in CINC, this integration creates an approval request in ApproveThis to review the lead details. It ensures that only validated inquiries advance further by prompting necessary approvals. *Note: Ensure proper mapping between inquiry fields and approval request details.*

Zapier Components

CINC Logo

Trigger

New Inquiry

Triggers when new inquiry was requested.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add note for new approval requests from ApproveThis

When an approval request is initiated in ApproveThis, this integration adds a note to the corresponding lead in CINC to document the review process. It streamlines communication between the approval workflow and CRM updates. *Note: Verify that the note content aligns with your internal approval guidelines.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

CINC Logo

Action

Add Note

Adds a note to a lead in the CINC CRM.

Create approval requests for agent assignments in CINC

When an agent is assigned to a lead in CINC, this integration initiates an approval request in ApproveThis to verify the assignment details. It helps enforce oversight on agent allocation by involving decision-makers early in the process. *Note: Adjust approval criteria to suit your team’s workflow needs.*

Zapier Components

CINC Logo

Trigger

Agent Assigned

Triggers when an agent is assigned.

Action

Create Request

Creates a new request, probably with input from previous steps.