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Ruuster + Sierra Interactive

Ruuster + Sierra Interactive

Ruuster + Sierra Interactive integrations

Update Sierra Interactive leads when clients view vendors in Ruuster

This Zapier template allows you to update your Sierra Interactive CRM any time a client in your Ruuster app views your recommended vendors.

When this happens...
Individual Agent Zap: Client Views an Education or Providers.Triggers when a client views Education or Hire Professionals pages.
TriggerInstant
automatically do this!
Update LeadUpdate an existing lead in your Sierra account.
ActionWrite

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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
Try It
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
Try It
Individual Agent Zap: Client Views a Property
Triggers when a client views property details.
Trigger
Instant
Try It
- 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
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

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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