AgentFire + Sierra Interactive

Create new leads in Sierra Interactive from new leads in AgentFire

Activate this workflow and every time a new prospective client surfaces in your AgentFire application, their details will be effortlessly logged as a lead in Sierra Interactive. This simplifies your data management, ensuring you never miss following up with a potential client from AgentFire in Sierra Interactive. Simplify your lead capture process with this automation and focus more on sealing the deal.

When this happens...
New Lead
Triggers when a new lead is captured in the Lead Manager.
TriggerInstant
automatically do this!
Create Lead
Create a new lead in your Sierra account.
ActionWrite

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Supported triggers and actions

Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Trigger
Instant
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New Lead
Triggers when a new lead is captured in the Lead Manager.
Trigger
Instant
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Page View
Triggers when a page view event is recorded in the Lead Manager.
Trigger
Instant
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- Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
Action
Write
- Name
- Email
- Phone
Action
Search

- Name
- Email
- Phone
- Address
Action
Search
- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
Trigger
Instant
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- SiteRequired
- AgentRequired
Trigger
Instant
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- SiteRequired
- AgentRequired
Trigger
Instant
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- SitesRequired
- AgentRequired
Trigger
Instant
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- Fully Automated Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- Lead First NameRequired
- Lead Last NameRequired
- PasswordRequired
- Lead Type
- Lead Status
- EmailRequired
- 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 PhoneRequired
Action
Write
- Fully Automated Action PlanRequired
- Update Action Plan StatusRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- Lead Id or Email or PhoneRequired
- 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

Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Trigger
Instant
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Notes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Trigger
Instant
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Updated Lead
Triggers when an existing lead is updated in the Lead Manager.
Trigger
Instant
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- Lead IDRequired
- Notes
- Hot
- Agent ID
- Office ID
- Meta
Action
Write
- Lead ID
- Name
- Phone
- Email
Action
Search
- Lead ID
- Name
- Phone
- Email
- Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
Action
Search or write
- 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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- MessageRequired
- Lead Id or Email or PhoneRequired
Action
Write
- Traditional Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- TypeRequired
- DescriptionRequired
- Due DateRequired
- Lead ID or Email or PhoneRequired
Action
Write
- Lead Id or Email or Phone NumberRequired
Action
Write
- Traditional Action PlanRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write