CINC + Sierra Interactive

Update leads in Sierra Interactive when new notes are applied in CINC

When a new note is applied within the CINC app, ensure your leads in Sierra Interactive reflect the same update seamlessly with this workflow. It takes the manual labour out of information tracking, making sure your Sierra Interactive leads always have the most updated information straight from CINC. You can now focus more on nurturing your leads and growing your business.

When this happens...
Note Applied
Triggers when a note is applied.
TriggerInstant
automatically do this!
Update Lead
Update an existing lead in your Sierra account.
ActionWrite

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Supported triggers and actions

What does this mean?

Agent Assigned
Triggers when an agent is assigned.
Trigger
Instant
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Agent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Trigger
Instant
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New Inquiry
Triggers when new inquiry was requested.
Trigger
Instant
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Note Applied
Triggers when a note is applied.
Trigger
Instant
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Trashed Lead
Triggers when a lead is trashed.
Trigger
Instant
Try It

- Cell PhoneRequired
- Full Name
- First Name
- Last Name
- Email
- EmailCC
- Home Phone
- Work Phone
- Full Address
- Street Address
- City
- State
- Postal Code
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Buyer Lead
- First Time Buyer
- Seller Lead
- Distressed Seller
- Has a House to Sell
- Use Lead Routing
- Notes
- Send Welcome Email
- Favorite City
- Source
Action
Write
- EmailRequired
- City
- State
- Zip
- CityState
- County
- Lot_Acreage
- MaxLot_Acreage
- MinSqFt
- MaxSqFt
- MinYearBuilt
- MaxYearBuilt
- MinBeds
- MaxBeds
- MinBaths
- MaxBaths
- MinPrice
- MaxPrice
- StrCrit
- Frequency
Action
Write

- EmailRequired
Action
Write
- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SitesRequired
- AgentRequired
Trigger
Instant
Try It
- Fully Automated Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- Lead First NameRequired
- Lead Last NameRequired
- PasswordRequired
- Lead Type
- Lead Status
- EmailRequired
- 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 PhoneRequired
Action
Write
- Fully Automated Action PlanRequired
- Update Action Plan StatusRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- Lead Id or Email or PhoneRequired
- 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

Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Trigger
Instant
Try It
Label Applied
Triggers when a label is applied.
Trigger
Instant
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New Lead
Triggers when a new lead is added.
Trigger
Instant
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Pipeline Stage Changed
Triggers when a pipeline stage is applied.
Trigger
Instant
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Lead Details Updated
Triggers when a lead's information is updated. I,E changing a lead's phone number.
Trigger
Instant
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- EmailRequired
- NotesRequired
- CallNote
Action
Write
- EmailRequired
- Cell Phone
- First Name
- Last Name
- Address
- City
- State
- Postal Code
- Buyer Lead
- Seller Lead
- Assigned Agent
- Assigned Partner
- Assigned Listing Agent
- Label
- Distressed Seller
- Favorite City
Action
Write
- EmailRequired
- FormIDRequired
Action
Write
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- AgentRequired
- New TagRequired
- SitesRequired
Trigger
Instant
Try It
- MessageRequired
- Lead Id or Email or PhoneRequired
Action
Write
- Traditional Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- TypeRequired
- DescriptionRequired
- Due DateRequired
- Lead ID or Email or PhoneRequired
Action
Write
- Lead Id or Email or Phone NumberRequired
Action
Write
- Traditional Action PlanRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write

About CINC

CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Sierra Interactive

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

CINC + Sierra Interactive

Update leads in Sierra Interactive when new notes are applied in CINC

Agent Assigned

Agent Auto Reassign Completed

New Inquiry

Note Applied

Trashed Lead

Create Lead

Full Name

First Name

Last Name

Email

EmailCC

Home Phone

Work Phone

Full Address

Street Address

City

State

Postal Code

Assigned Agent

Assigned Partner

Assigned Listing Agent

Label

Buyer Lead

First Time Buyer

Seller Lead

Distressed Seller

Has a House to Sell

Use Lead Routing

Notes

Send Welcome Email

Favorite City

Source

Add Saved Search

EmailRequired

City

State

Zip

CityState

County

Lot_Acreage

MaxLot_Acreage

MinSqFt

MaxSqFt

MinYearBuilt

MaxYearBuilt

MinBeds

MaxBeds

MinBaths

MaxBaths

MinPrice

MaxPrice

StrCrit

Frequency

Trash Lead

EmailRequired

New Lead

SiteRequired

AgentRequired

Source Type

Type

SourceRequired

New Site Visit

SiteRequired

AgentRequired

New Schedule Showing Request

SiteRequired

AgentRequired

New Task

SitesRequired

AgentRequired

Apply Fully Automated Action Plan

Fully Automated Action PlanRequired

Note

Start Next Day if Applied After

Lead Id or Email or Phone NumberRequired