myHomeIQ + Sierra Interactive

Generate myHomeIQ reports for new leads from Sierra Interactive

When a new lead enters your pipeline in Sierra Interactive, it can be time-consuming to manually create a report in myHomeIQ. Simplify this process with this efficient workflow. It kicks off when you acquire a new lead in Sierra Interactive, instantly creating a myHomeIQ report for that lead. This saves you time and ensures your reports are always up-to-date, helping you stay one step ahead in managing your real estate leads.

When this happens...
New Lead
Triggers when a new lead is created in your account.
TriggerInstant
automatically do this!
Create a myHomeIQ Report
Create and activate a homeIQ report
ActionWrite

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Supported triggers and actions

- 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
New Seller Lead
Triggers when a new seller lead is generated.
Trigger
Instant
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- 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
New Buyer Lead
Triggers when a new buyer lead is generated.
Trigger
Instant
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- Client emailRequired
- Client phone number
- Property owner nameRequired
- Property full address
- Property street
- Property unit
- Property state
- Property zip
- Property city
- Property loan date
- Property loan amount
- Property home value
- Property sale price
- Property loan term
- Property interest rate
- Property loan type
Action
Write