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Ruuster + Sierra Interactive

Ruuster + Sierra Interactive

Ruuster + Sierra Interactive integrations

Add Sierra Interactive leads from newly sent client invitations in Ruuster

This template will create lead profiles in Sierra Interactive CRM for any new clients you invite to download your Ruuster app.

When this happens...
Individual Agent Zap: New Client Invitation SentTriggers when a new client invitation is sent.
TriggerInstant
automatically do this!
Create LeadCreate a new lead in your Sierra account.
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More things you can do with Ruuster and Sierra Interactive

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

Individual Agent Zap: Client Has Signed Up
Triggers when a new client has signed up in the app.
Trigger
Instant
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Individual Agent Zap: Preferred Vendor Contact Me Request
Triggers when a client clicks on the 'Contact Me' button in a preferred vendor's card on the Hire Professionals page.
Trigger
Instant
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Individual Agent Zap: Client Manages Saved Property
Triggers when a client adds or removes property from Favourites.
Trigger
Instant
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Individual Agent Zap: Client Completed Onboarding
Triggers when a client completes onboarding.
Trigger
Instant
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Individual Agent Zap: Client Runs a Search
Triggers when a client executes a property search.
Trigger
Instant
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Individual Agent Zap: Client Reassigned to a Different Agent
Triggers when an admin reassigns a client to another agent.
Trigger
Instant
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Individual Agent Zap: Requested Tour by Client
Triggers when a client requests tour on property details page
Trigger
Instant
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Individual Agent Zap: Create or Update a Saved Search
Triggers when client or agent creates or modifies a saved search.
Trigger
Instant
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Individual Agent Zap: New Client Invitation Sent
Triggers when a new client invitation is sent.
Trigger
Instant
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Individual Agent Zap: Client Contacted via Contact Agent Form
Triggers when a client sends a message via Contact Agent Form
Trigger
Instant
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Individual Agent Zap: In-App Chat Message Sent
Triggers when client or agent sends a message in the in-app chat.
Trigger
Instant
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Individual Agent Zap: Contact Information Was Updated by Client
Triggers when a client updates their contact information.
Trigger
Instant
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Individual Agent Zap: Client Views an Education or Providers.
Triggers when a client views Education or Hire Professionals pages.
Trigger
Instant
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Individual Agent Zap: Client Views a Property
Triggers when a client views property details.
Trigger
Instant
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- Client's First Name
  Required
- Client's Last Name
  Required
- Client's Email
  Required
- Client's Phone Number
  Required
- Client ID
- Agent's Email
Action
Write
- Site
  Required
- Agent
  Required
Trigger
Instant
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- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Agent
  Required
- New Tag
  Required
- Sites
  Required
Trigger
Instant
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- 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

Brokerage Level Zap: Client Has Signed Up
Triggers when a new client has signed up in the app for all agents.
Trigger
Instant
Try It
Brokerage Level Zap: Preferred Vendor Contact Me Request
Triggers when a client clicks on the 'Contact Me' button in a preferred vendor's card on the Hire Professionals page for all agents.
Trigger
Instant
Try It
Brokerage Level Zap: Client Manages Saved Property
Triggers for all agents when client client adds or removes property from Favourites.
Trigger
Instant
Try It
Brokerage Level Zap: Client Completed Onboarding
Triggers when a client completes onboarding for all agents.
Trigger
Instant
Try It
Brokerage Level Zap: Client Runs a Search
Triggers for all agents when a client executes a property search.
Trigger
Instant
Try It
Brokerage Level Zap: Client Reassigned to a Different Agent
Triggers for all agents when an admin reassigns a client to another agent.
Trigger
Instant
Try It
Brokerage Level Zap: Requested Tour by Client
Triggers for all agents when client requests tour on property details page.
Trigger
Instant
Try It
Brokerage Level Zap: Create or Update a Saved Search
Triggers for all agents when client or agent creates or modifies a saved search.
Trigger
Instant
Try It
Brokerage Level Zap: New Client Invitation Sent
Triggers when a new client invitation is sent for all agents.
Trigger
Instant
Try It
Brokerage Level Zap: Client Contacted via Contact Agent Form
Triggers when a client sends a message via Contact Agent Form for all agents
Trigger
Instant
Try It
Brokerage Level Zap: In-App Chat Message Sent
Triggers for all agents when client or agent sends a message in the in-app chat.
Trigger
Instant
Try It
Brokerage Level Zap: Contact Information Was Updated by Client
Triggers when a client updates their contact information for all agents.
Trigger
Instant
Try It
Brokerage Level: Client Views an Education or Providers.
Triggers when a client views Education or Hire Professionals pages for all agents.
Trigger
Instant
Try It
Brokerage Level Zap: Client Views a Property
Triggers when a client views property details for all agents.
Trigger
Instant
Try It
- 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 Ruuster

Ruuster is a home buying management platform for agents and clients to learn, plan, budget, and hire - all in one place.

Related categories

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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