Back At You + Sierra Interactive
Create new Sierra Interactive leads from new Back At You contacts
Boost your real estate lead generation process with this workflow. When a new contact is made in Back At You, this workflow ensures a corresponding lead is created in Sierra Interactive. Perfectly align your marketing with sales activities, ensuring no potential client falls through the cracks. Save time and focus on what matters - closing more deals!
Boost your real estate lead generation process with this workflow. When a new contact is made in Back At You, this workflow ensures a corresponding lead is created in Sierra Interactive. Perfectly align your marketing with sales activities, ensuring no potential client falls through the cracks. Save time and focus on what matters - closing more deals!
- When this happens...Contact Create
Triggers when one or more contacts are created.
- automatically do this!Create Lead
Create a new lead in your Sierra account.
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Contact Create
Triggers when one or more contacts are created.
Try ItSource Name
Buyer/Seller
First Name
Last Name
Email - Primary
Email - Secondary
Phone - Mobile
Phone - Home
Phone - Work
Phone - Work Extension
Phone - Fax
Address - Street
Address - Unit
Address - City
Address - State/Province
Address - Postal Code
Address - Country Code
Company Name
Title
Website
Spouse
Birth Date
Assigned - User ID (**ADMIN API TOKENS ONLY**)
Owner - User ID (**ADMIN API TOKENS ONLY**)
Source Name
Buyer/Seller
First Name
Last Name
Email - Primary
Email - Secondary
Phone - Mobile
Phone - Home
Phone - Work
Phone - Work Extension
Phone - Fax
Address - Street
Address - Unit
Address - City
Address - State/Province
Address - Postal Code
Address - Country Code
Company Name
Title
Website
Spouse
Birth Date
Contact ID
Assigned - User ID (**ADMIN API TOKENS ONLY**)
Owner - User ID (**ADMIN API TOKENS ONLY**)
SiteRequired
AgentRequired
Source Type
Type
SourceRequired
Try It
Contact Update
Triggers when one or more contacts are updated or deleted.
Try ItSource Name
Buyer/Seller
First Name
Last Name
Email - Primary
Email - Secondary
Phone - Mobile
Phone - Home
Phone - Work
Phone - Work Extension
Phone - Fax
Address - Street
Address - Unit
Address - City
Address - State/Province
Address - Postal Code
Address - Country Code
Company Name
Title
Website
Spouse
Birth Date
Additional Field 1 - Key
Additional Field 1 - Value
Additional Field 2 - Key
Additional Field 2 - Value
Additional Field 3 - Key
Additional Field 3 - Value
Additional Field 4 - Key
Additional Field 4 - Value
Assigned - User ID (**ADMIN API TOKENS ONLY**)
Owner - User ID (**ADMIN API TOKENS ONLY**)
First Name
Last Name
Primary Email
Mobile Phone
Home Phone
Search must match at least these fieldsRequired
SiteRequired
AgentRequired
Try It
