Integrate Sierra Interactive with Retently

Trigger NPS/CSAT surveys after property inquiries or task completions, sync customer profiles to keep contact information updated, and use feedback scores to improve lead management and customer service strategies.

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About Sierra Interactive

Sierra Interactive is a real estate platform that facilitates lead management, task creation, and property inquiries.

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Sierra Interactive to Retently

1

New Lead

Triggers when a new lead is created in your account.
2

New Site Visit

Triggers when a lead visited site.
3

New Schedule Showing Request

Triggers when a new 'Schedule Showing Request' about a property is created by a lead.
4

New Task

Triggers when a new task is created by a user in our admin area.
5

New Request for More Info

Triggers when a new 'Request for More Info' about a property is created by a lead.
6

New Saved Listing

Triggers when a listing is saved by a lead.
7

New Tag

Triggers when a tag is applied to lead by a user in our admin area.
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Retently to Sierra Interactive

1

Apply Fully Automated Action Plan

Applies a fully automated action plan.
2

Create Lead

Creates a new lead in your Sierra account.
3

Find Lead

Finds a lead in your Sierra account.
4

Stop Fully Automated Action Plan (Other Reason)

Stops the current fully automated action plan without counting the lead as having responded to the plan.
5

Update Lead

Updates an existing lead in your Sierra account.
6

Create Note

Adds a note to the lead's history.
7

Apply Traditional Action Plan

Applies a traditional action plan.
8

Create Task

Adds an upcoming task for the lead.
9

Stop Fully Automated Action Plan (Lead Responded)

Stops the current fully automated action plan and counts the lead as having responded to the plan.
10

Remove Traditional Action Plan

Removes a traditional action plan.

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