Sierra Interactive

· #431 most-used

Automate your real estate CRM so leads never go cold

CRMSalesCommunicationAnalyticsSchedulingAutomationLead Generation

Sierra Interactive is an all-in-one real estate platform built for agents, teams, and brokerages. It combines IDX websites, a full-featured CRM, and lead engagement tools into a single system. Connect Sierra Interactive to Actionist and your agents can create leads, find and update contacts, apply action plans, log notes, create tasks, and react to inbound lead events — all without opening the Sierra dashboard.

Try Sierra Interactive with Actionist Visit Sierra Interactive

Average time saved

14 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Agents eliminate manual lead entry, action-plan triggering, and daily follow-up task creation that real estate teams typically do by hand inside the Sierra dashboard.

Schedule

What your Sierra Interactive agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

Sierra Interactive × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

5Apps spanned

~17 hrsSaved / week

5Personas served

For sales

Featured2 apps

New lead routed and action plan started in under two minutes

Within about two minutes of a lead submitting a form, the right nurture plan is running in Sierra, the lead record has a note, and the assigned rep has seen the Slack card. No lead enters the pipeline without a plan attached and a rep aware.

~8 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new lead enters Sierra Interactive from an IDX website form

Trigger

Step 1

Sierra Interactive

New Lead event fires within about a minute of form submission

read

Step 2

Sierra Interactive

Find Lead to check for existing record and retrieve source tag

write

Step 3

Sierra Interactive

Apply Fully Automated Action Plan based on lead source

write

Step 4

Sierra Interactive

Create Note documenting the trigger event and plan applied

write

Step 5

Slack

Post lead card to #new-leads channel with rep assignment and source

Result

Apply Fully Automated Action Plan based on lead sourceCreate Note documenting the trigger event and plan appliedPost lead card to #new-leads channel with rep assignment and source

The win

Saved per run

12 min

Runs / week

~40×

No new lead sits unplanned for longer than two minutes

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
35 min / week
Manual plan assignment after lead review
Reps review each new lead individually and manually select an action plan from the Sierra dashboard — a step that is skipped entirely when lead volume spikes or the rep is on a call.
Sales Agent
0 min
Agent applies the right plan within about a minute of lead entry
When a new lead arrives from any Sierra source, the agent immediately applies the correct action plan based on source tag and lead type — reps open their morning to a CRM already in motion.
Marketing
60 min / week
Manual lead tagging and re-engagement planning
The marketing team manually reviews leads for source tags, runs ad-hoc exports to identify dormant contacts, and individually applies re-engagement plans — a process that is inconsistent and time-consuming at scale.
Marketing Agent
0 min
Agent tags, segments, and re-engages leads automatically
Campaign tags are applied at the moment of first touch, dormant leads are enrolled in re-engagement plans on a schedule, and cohort sizes are tracked weekly — without a rep touching the Sierra dashboard.
Customer Support
25 min / week
Manual enquiry monitoring and task creation
Reps check Sierra for new enquiries at intervals, manually create response tasks, and log notes after the fact — gaps occur during busy periods, lunch, or after hours.
Customer Support Agent
0 min
Agent queues a response task and notes every enquiry within about a minute
Every more-info request and showing request triggers an automatic note, task, and Slack alert — the enquiry is tracked before any rep has seen the Sierra notification.
Human Resources
30 min / week
Manual CRM onboarding and offboarding
HR manually sets up new agents in Sierra after their start date and tracks down departing agents' leads for reassignment — a process that routinely falls behind during busy hiring periods.
Human Resources Agent
0 min
Agent onboards new agents and redistributes leads on departure automatically
New agent onboarding task plans are applied on their start date; departing agents' leads are redistributed before end of business on their last day — no orphaned pipeline during staff transitions.
Finance
60 min / week
Manual pipeline export and forecast assembly
Finance exports lead data from Sierra on Monday morning, maps stages to probabilities in a spreadsheet, and builds the forecast manually — a 60-minute task that produces a snapshot that is already hours old.
Finance Agent
0 min
Agent builds the pipeline forecast from live Sierra data every Monday
Lead counts by stage, weighted close probabilities, and GCI projections are assembled from live Sierra data before the Monday leadership call — no manual export or spreadsheet assembly required.
Operations
90 min / week
Weekly manual CRM hygiene review
The operations manager spends Monday morning reviewing Sierra for overdue tasks, leads without plans, and unassigned contacts — a time-consuming audit that delays the week's first substantive work.
Operations Agent
0 min
Agent audits the CRM and fixes gaps every Monday morning
Overdue tasks are escalated, exhausted plans are refreshed, and unassigned leads are distributed — all before 9 AM Monday — without an ops manager manually reviewing the Sierra dashboard.
Legal
20 min / week
Manual DNC cross-referencing and plan stopping
Legal manually cross-references the DNC list against Sierra, finds the matching lead record, applies the tag, locates and stops the active plan, and logs a note — a multi-step process that takes 10+ minutes per record.
Legal Agent
0 min
Agent enforces DNC and compliance tags within about a minute of flagging
When a lead is added to the DNC registry, the agent tags the Sierra record, stops all active plans, and logs a compliance note within about a minute — the enforcement is automatic and auditable.

+ 100s of other Sierra Interactive automations

Average time saved

32 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

875

Annual ROI

$65,625

Based on Sierra Interactive's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Sierra Interactive into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Sierra Interactive using your account API key. Once entered, the agent can read and write leads, notes, tasks, and action plans on your behalf.

Open Sierra Interactive API settings

Copy the API key

Copy the key — treat it like a password and store it securely.

Paste into Actionist

Paste the key into the API Key field below and click Test connection. Actionist will verify it with a lightweight read call.

Credentials you'll need

API Key*

Sierra Interactive account settings → API → copy your API key

Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Sierra Interactive + Actionist

How does Actionist connect to Sierra Interactive?

Go to the Apps tab, find Sierra Interactive, and click Connect. Enter your Sierra Interactive API key — you can generate one from your Sierra account settings under the API section. Actionist runs a test call to confirm the connection before any actions run. The API key gives Actionist read and write access to leads, notes, tasks, and action plans in your account.

What permissions does the Sierra Interactive connection give Actionist?

The API key you provide governs what Actionist can do — it inherits the permissions of the account that generated the key. For full agent functionality (creating leads, applying action plans, creating notes and tasks, updating records) the generating account needs read and write access to the CRM. If you need to limit scope, generate the key from a role-restricted Sierra account.

Can Actionist react to events in Sierra Interactive, or does it only take actions?

Both. Sierra Interactive's webhook-based triggers fire within about a minute of events like New Lead, New Site Visit, New Saved Listing, New Request for More Info, New Schedule Showing Request, New Tag, and New Task. Your agent can listen to any of these and immediately apply a downstream action — within the same Sierra account or in any other connected app. Actionist checks for new webhook events on a polling basis, so there is no delay in setting up a new trigger.

How do I avoid enrolling the same lead in two action plans at the same time?

Use the Find Lead action first to retrieve the lead's current status and confirm whether an active plan is already applied before calling Apply Action Plan. You can also use the Stop Fully Automated Action Plan actions to explicitly remove the previous plan before applying the new one. Building a check-before-apply step into your agent's logic prevents plan conflicts without requiring you to manually audit Sierra before each automation run.

What is the difference between a fully automated action plan and a traditional action plan in Sierra Interactive?

A fully automated action plan runs without any manual steps — it fires emails, texts, and voicemail drops on a schedule without requiring rep input. A traditional action plan mixes automated messages with manual tasks such as call reminders that appear in the rep's task list. Actionist can apply, stop, and remove both types. For high-volume nurture, fully automated plans are typically applied; for high-value or high-priority leads, traditional plans that prompt personal rep contact are more appropriate.

Can Actionist work with Sierra Interactive alongside other real estate or CRM tools?

Yes. The most common combinations are Sierra Interactive plus Google Sheets (pipeline tracking), Sierra plus Slack (team alerts and rep notifications), Sierra plus Google Calendar (showing scheduling), and Sierra plus a marketing email platform (lead cross-sync). Actionist connects 200-plus apps, so you can build multi-step agent tasks that use Sierra as the lead record of truth while pushing data to and from whichever tools your team already uses.

How quickly do Sierra Interactive triggers fire in Actionist?

Sierra Interactive triggers are webhook-based and fire within about a minute of the event occurring in Sierra — a new lead form submission, a site visit, a saved listing, or a showing request. Actionist polls the webhook endpoint at regular intervals, so the practical latency is about one minute from the Sierra event to your agent acting on it. This is fast enough for most real estate follow-up workflows, where a same-session response window is the goal.

What do I do if a lead should not receive any more automated messages from Sierra?

Use Add Tag to Lead to apply a 'Do Not Contact' or 'DNC' tag, then call Stop Fully Automated Action Plan (Lead Responded) or Stop Fully Automated Action Plan (Other Reason) to halt any active plan. Build your agent's logic to check for the DNC tag before applying any plan — the tag-check acts as a compliance gate that prevents future automated outreach regardless of what other triggers fire on the lead.