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OptinMonster + Sierra Interactive

Create notes in Sierra Interactive for new leads from OptinMonster

Save time and stay organized by automatically creating a note in Sierra Interactive whenever there's a new lead in OptinMonster. This workflow helps you keep track of your leads and ensures that important lead information is documented in Sierra Interactive, allowing your sales team to stay efficient and focused on closing deals.

Save time and stay organized by automatically creating a note in Sierra Interactive whenever there's a new lead in OptinMonster. This workflow helps you keep track of your leads and ensures that important lead information is documented in Sierra Interactive, allowing your sales team to stay efficient and focused on closing deals.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    Sierra InteractiveSierra Interactive
    Create Note

    Add a Note to the lead's history.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
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    • SiteRequired

    • AgentRequired

    Trigger
    Instant
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    • SiteRequired

    • AgentRequired

    Trigger
    Instant
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    • AgentRequired

    • New TagRequired

    • SitesRequired

    Trigger
    Instant
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    • SiteRequired

    • AgentRequired

    • Source Type

    • Type

    • SourceRequired

    Trigger
    Instant
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    • SiteRequired

    • AgentRequired

    Trigger
    Instant
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    • SiteRequired

    • AgentRequired

    Trigger
    Instant
    Try It
    • SitesRequired

    • AgentRequired

    Trigger
    Instant
    Try It
optinmonster logo
optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

Related categories

  • Forms & Surveys

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sierra-interactive logo
sierra-interactive logo

About Sierra Interactive

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

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