RealScout + Sierra Interactive

Create new Sierra Interactive leads from RealScout new clients

When a new client is added in RealScout, this workflow ensures a corresponding lead is immediately created in Sierra Interactive. This helps to maintain an updated database, freeing up time for you to concentrate on establishing relationships and making sales. Experience a streamlined client management process with this efficient system.

When this happens...
New Client Created
Triggers when a new homebuyer is added.
TriggerPolling
automatically do this!
Create Lead
Create a new lead in your Sierra account.
ActionWrite

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Supported triggers and actions

- Email Event TypeRequired
Trigger
Polling
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New Client Created
Triggers when a new homebuyer is added.
Trigger
Polling
Try It
- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It

- 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

- Event TypeRequired
Trigger
Polling
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- EmailRequired
- First NameRequired
- Last Name
- Primary Mobile Phone
- Lead Source
- Additional Email
- Financial State
- Cash/Pre-approval Amount
Action
Write
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- AgentRequired
- New TagRequired
- SitesRequired
Trigger
Instant
Try It
- 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

About RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.

Learn more