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.
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 Sent
Triggers when a new client invitation is sent.
- automatically do this!Create Lead
Create a new lead in your Sierra account.
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Individual Agent Zap: Client Has Signed Up
Triggers when a new client has signed up in the app.
Try ItIndividual 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.
Try ItIndividual Agent Zap: Client Manages Saved Property
Triggers when a client adds or removes property from Favourites.
Try ItIndividual Agent Zap: Client Completed Onboarding
Triggers when a client completes onboarding.
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Brokerage Level Zap: Client Has Signed Up
Triggers when a new client has signed up in the app for all agents.
Try ItBrokerage 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.
Try ItBrokerage Level Zap: Client Manages Saved Property
Triggers for all agents when client client adds or removes property from Favourites.
Try ItBrokerage Level Zap: Client Completed Onboarding
Triggers when a client completes onboarding for all agents.
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