1.Monitor new inquiry emails
Integrate Gmail and email filtering tools to monitor incoming listing inquiry messages for lead intake.
Create leads from inbound listing emails to CRM
Automatically monitor new email matching search across Gmail for inbound listing inquiries and context. Create and update CRM leads when original inquiry emails arrive, listing references extract successfully, or email matches existing leadsβso you can route outreach, log notes, and follow up without manual reporting.
How this automation accelerates lead follow-up
When new email matching search lands in Gmail, inbox triage can delay follow-up and cause leads to slip. This automation filters inquiries, extracts details, looks up contacts, and creates or updates Sierra Interactive lead recordsβso your team can respond fast.
Gmailor swap with your favorite app
2.Skip reply threads
Integrate Filter by Zapier and email thread checks to continue only for original inquiry emails.
Filter by Zapieror swap with your favorite app
3.Extract sender and listing details
Integrate Formatter by Zapier and text parsing tools to extract email, phone, listing reference, and name parts.
Formatter by Zapieror swap with your favorite app
4.Find lead by email
Integrate Sierra Interactive and CRM lookup tools to match extracted emails to existing lead records.
Sierra Interactiveor swap with your favorite app
5.Branch on lookup result
Integrate Paths by Zapier and routing rules to choose create versus update based on the lookup outcome.
Paths by Zapieror swap with your favorite app
6.Create lead when no match
Integrate Sierra Interactive and CRM record tools to create new leads and store extracted listing context.
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