Certileads + Sierra Interactive

Certileads + Sierra Interactive integrations

Create new Sierra Interactive leads from new Certileads leads

Streamline your lead management process with this workflow. When you receive new leads in Certileads, the system will immediately create matching leads in Sierra Interactive. This seamless process ensures no potential client slips through the cracks, improving your efficiency and conversion rates.

When this happens...
New LeadTriggers when a New Lead is delivered.
TriggerInstant
automatically do this!
Create LeadCreate a new lead in your Sierra account.
ActionWrite

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More things you can do with Certileads and Sierra Interactive

Discover other triggers and actions you can use with Certileads and Sierra Interactive

New Lead
Triggers when a New Lead is delivered.
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Agent
  Required
- New Tag
  Required
- Sites
  Required
Trigger
Instant
Try It
- Message
  Required
- Lead Id or Email or Phone
  Required
Action
Write

- Traditional Action Plan
  Required
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone Number
  Required
Action
Write
- Type
  Required
- Description
  Required
- Due Date
  Required
- Lead ID or Email or Phone
  Required
Action
Write

- Lead Id or Email or Phone Number
  Required
Action
Write
- Traditional Action Plan
  Required
- Lead Id or Email or Phone Number
  Required
- Note
Action
Write

- Site
  Required
- Agent
  Required
- Source Type
- Type
- Source
  Required
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Sites
  Required
- Agent
  Required
Trigger
Instant
Try It
- Fully Automated Action Plan
  Required
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone Number
  Required
Action
Write
- Lead First Name
  Required
- Lead Last Name
  Required
- Password
  Required
- Lead Type
- Lead Status
- Email
  Required
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or Phone
  Required
Action
Write
- Fully Automated Action Plan
  Required
- Update Action Plan Status
  Required
- Lead Id or Email or Phone Number
  Required
- Note
Action
Write
- Lead Id or Email or Phone
  Required
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write

About Certileads

Certileads facilitates connections between Real Estate Agents and individuals looking to buy or sell homes in the United States.

HelpHelp

Related categories

Ads & Conversion

About Sierra Interactive

Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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