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Connect Ruuster to Sierra for Client Activity and Saved Search Sync

Connect your branded Ruuster mobile app to Sierra Interactive to track client activity, automate app invites, and sync saved searches for engagement.

Table of Contents 

This is a third-party integration. Ruuster owns and maintains its own app, so screens, menu labels, and navigation paths on their side may change without notice. If any Ruuster step in this article doesn't match what you see in your account, follow Ruuster's own documentation or contact their support team as the source of truth.

Why This Feature Matters

Ruuster gives your agents a branded mobile app experience while keeping Sierra as the central CRM. Once connected, this integration lets you:

  • Move clients off third-party portals and onto your own branded app
  • Track in-app behavior, like property views and chat messages, directly in Sierra
  • Automate app invites based on client behavior or lead status
  • Sync saved searches so clients get push alerts from the app and email alerts from Sierra

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Before You Start

You'll need an active Ruuster account to complete this setup. If you don't have a branded Ruuster app yet, visit www.ruuster.com.

Connect Ruuster to Sierra

Step 1: Get your Sierra API key

  1. In Sierra, go to Gear Icon → Integrations → Sierra Interactivegear_integrations
  2. Click Copy to copy your API key

Step 2: Add the key in Ruuster

  1. Log into your Ruuster app
  2. Go to Account Settings (upper right)
  3. Scroll to CRM Integration and choose Sierra Interactive
  4. Paste your API key and click Insert

You'll see a green "Connection Established" message once the integration is live.

Important: The email address used in your Ruuster account must match the corresponding user's email in Sierra, or activity won't sync correctly.

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How Client Activity Shows Up in Sierra

Once connected, client actions taken in the Ruuster app push into Sierra automatically:

Activity in Ruuster Where it appears in Sierra
Chat messages, article views, vendor referrals Notes on the lead's profile
Property searches, app invites, onboarding, and other behavior events Tags, used to trigger follow-up automations
Viewed and favorited homes Properties section of the lead profile

Tags triggered by Ruuster activity:

appClientInviteSent, appClientOnboarded, appViewedProperty, appPropertySearch, pageViewedInApp, clientRequestPreferredVendorContact, clientInfoUpdatedFromApp, clientReassignedFromApp, clientHasSignedUpOnLandingPage, appChatMessage, appFavoriteProperty, appSavedSearch

Data syncs from the app to Sierra in real time.

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Automating App Invites

Manual invite:

  1. Open the client's profile in Sierratags_lead_page
  2. In the Tags section, click the blue + icon
  3. Click Create Tag
    create_tag
  4. Name the tag App Invite

For step-by-step tag creation guidance, see Tags Manager: Adding, Editing, and Organizing Lead Tags.

Automated invite via Action Plans:

Include the App Invite tag as a trigger inside an Action Plan to send the invite automatically based on client behavior or lead status, instead of tagging leads one at a time. See Maximize Lead Engagement with Traditional Action Plans or Scale Your Lead Follow-Up with Fully Automated Action Plans to build one.

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Saved Search Sync

Any saved search created in Sierra replicates into the client's Ruuster app automatically. This lets clients:

  • Get push notifications from the Ruuster app
  • Receive email alerts from Sierra
  • Manage everything from a single CRM record, regardless of which channel they engage through

For guidance on building the searches themselves, see Creating Saved Searches with IntelliSearch.

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Best Practices

  • Confirm user emails match exactly between Ruuster and Sierra before connecting
  • Use the App Invite tag consistently so your Action Plan automations stay reliable
  • Monitor activity logs in Sierra to see how clients are actually interacting with the app
  • Introduce the app early in the client journey to encourage a move off third-party platforms

Troubleshooting Common Issues

  • Integration not connecting? Double-check your Sierra API key and confirm the Ruuster and Sierra emails match exactly.

  • App invites not triggering? Confirm the App Invite tag is spelled and applied exactly as shown, and that it's included as a trigger in the relevant Action Plan.

  • Client activity not logging? Confirm the integration still shows as "Connected" in the Ruuster app settings.

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FAQs

  • Do I need a developer to set this up?
    No. The connection is a one-time API key exchange between Ruuster and Sierra, with no coding required.

  • How long does it take for data to sync?
    Activity pushes from the Ruuster app to Sierra in real time.

  • Can I invite clients in bulk?
    Yes. Add the App Invite tag as a trigger inside an Action Plan to invite clients automatically based on behavior or lead status, rather than tagging them one at a time.

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