Sierra Interactive integration with Google Sheets
How to Create spreadsheet rows in Google Sheets when new leads are added in Sierra Interactive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create spreadsheet rows in Google Sheets when new leads are added in Sierra Interactive" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Sierra Interactive integrations
Sierra Interactive actions
Nekton can use any feature that is available in Sierra Interactive API.
Using our advanced AI, you can easily create custom automations for Sierra Interactive.
Here are some typical actions you can do in your automated workflows.
Apply Fully Automated Action Plan
Apply a Fully Automated Action Plan.
Create Lead
Create a new lead in your Sierra account.
Find Lead
Find lead in your Sierra account.
Stop Fully Automated Action Plan (Other Reason)
Stop the current fully automated action plan without counting the lead as having responded to the plan.
Update Lead
Update an existing lead in your Sierra account.
Create Note
Add a Note to the lead's history.
About Sierra Interactive
Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.