Skip to content
  • There are no suggestions because the search field is empty.

Connect Your Email to Sierra for Seamless Communication

Streamline your lead management and improve responsiveness with our integrated email features.

Table of Contents

  1. Step-by-Step Instructions
    1. Connecting Your Email
    2. Sending an Email
  2. Best Practices
  3. Troubleshooting Common Issues
  4. FAQs

Why This Feature Matters

Effective communication can significantly impact your relationships with leads and clients. In a fast-paced real estate environment, staying connected is essential. Sierra's email feature solves common challenges by:

  • Enabling quick communication directly from your CRM.
  • Automatically tracking email history within each lead's record, ensuring you have context for every conversation.
  • Supporting both bulk and one-to-one messaging, allowing you to reach out efficiently, whether addressing a group or engaging with individuals.
  • Allowing email execution from multiple convenient locations in the platform, improving your workflow.

Step-by-Step Instructions

Connecting Your Email

Before sending emails, connect your email in your Sierra User Profile to sync outbound/inbound messages with each lead’s record.

  1. Click your profile picture in the top-right.
  2. Select Edit Profile.
    connect email 2
  3. Scroll to the Connect Email tab.
    connect email
  4. Select your email provider.
  5. After selecting your email provider, you will need to select either Full Sync or Outgoing-Only

    1. Full Sync (Recommended): Captures both outgoing emails and incoming replies from your leads, keeping a complete history in Sierra.

    2. Outgoing-Only: Captures only the emails you send. Incoming replies will not appear in lead history.Connect_Email3

  6. Click Connect Email.

  7. A pop-up will appear asking you to select the email account you want to connect.

Sending an Email from the Leads Dashboard

Option A: Individual Lead

  • Click the + icon next to the lead’s name

  • Choose New Email
    connect email leads dashboard 1

Option B: Multiple Leads

  • Check the box next to one or more leads

  • Select Send Email from the Bulk Actions dropdown that appears above the lead listconnect email leads dashboard 2

Sending an Email from a Lead’s Detail Page

  • Click the lead’s name from the dashboard or search using the Search Leads bar

  • Click Email from the lead’s header, or click their email address in the Primary Information box
    connect email lead detail page 2

    connect email lead detail page 1

Sending an Email from the Task Manager

  • Go to the Task Manager

  • Click the Emails tab, then select Send Emailconnect email task manager

back to the top

Best Practices

  • Always personalize mass emails when possible.

  • Double-check your connected email to ensure sync.

  • Review lead email history before replying for context.

Troubleshooting Common Issues

  • Issue: Sent email doesn’t appear in the lead’s record
    Solution: Make sure your email account is connected under your user profile
  • Issue: Can’t find the “Email” button
    Solution: Check if you’re in the right tab (Dashboard, Detail Page, or Task Manager)

back to the top

FAQs

  • Do replies show in the CRM?
    Yes, if your email account is connected, replies will show in the lead’s detail page.
  • Can I send bulk emails to multiple leads?
    Yes, use the checkbox method on the Leads Dashboard to send to multiple contacts.
  • What if my email provider is not listed?
    At this time we are only able to connect to the email providers listed during setup.