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Enhance Client Engagement with Ruuster: Your Seamless Integration with Sierra

Connect your branded Ruuster mobile app to Sierra to sync client activity, automate invites, and streamline engagement.

Why This Feature Matters

Ruuster gives agents a branded app experience while keeping Sierra Interactive as the CRM hub. This integration helps you:

  • Convert Zillow users to your own mobile app.
  • Track in-app behavior such as property views and chat messages within Sierra.
  • Automate app invites based on client behavior.
  • Sync saved searches to boost engagement via push alerts.

Step-by-Step Instructions

 

How to Set Up the API Integration

  1. Launch your branded Ruuster app. Don’t have one yet? Visit www.ruuster.com or contact sales@ruuster.com.

  2. Get your Sierra API key:

    • Go to Settings → Integrations → Direct API → Sierra Interactive

    • Click Copy to copy your key

     

  3. Log into your Ruuster app:

    • Go to Account Settings (upper right)

    • Scroll to CRM Integration

    • Choose Sierra Interactive

    • Paste your API Key and click Insert

    • You should see “Connection Established” in green

     

Note: The email address used in Ruuster must match the user’s email in Sierra.

 


Integration Details

Client Activity Tracking

All client actions in the Ruuster app are pushed to Sierra, including:

  • Property searches and views

  • Chat messages

  • Showing requests

  • Education article views

  • Vendor referrals

These show up in Sierra as:

  • Notes: Chat messages, article views, vendor referrals

  • Tags: Used for follow-up automations

  • Properties: Viewed and favorited homes appear on lead profiles

Tags Triggered by Ruuster Activity:

  • appClientInviteSent

  • appClientOnboarded

  • appViewedProperty

  • appPropertySearch

  • pageViewedInApp

  • clientRequestPreferredVendorContact

  • clientInfoUpdatedFromApp

  • clientReassignedFromApp

  • clientHasSignedUpOnLandingPage

  • appChatMessage

  • appFavoriteProperty

  • appSavedSearch


Automate Client Invites

Manual Invite

  1. Go to a client’s profile in Sierra

  2. In the Tags section, click the blue + icon

  3. Click Create Tag

  4. Name the tag App Invite

Automated Invite via Action Plans

  • Include the App Invite tag in your action plans

  • This will trigger an automatic invite to the Ruuster app


Saved Search Sync

Any saved search created in Sierra will also be replicated in your Ruuster app, allowing clients to:

  • Get push notifications from the app

  • Receive email alerts from Sierra

  • Manage everything from a single CRM platform


Best Practices

  • Make sure user emails match between Ruuster and Sierra

  • Use tags consistently to drive automations

  • Monitor activity logs in Sierra to see how clients are interacting with your app

  • Promote your app early in the client journey to move them off third-party platforms


Troubleshooting Common Issues

  • Integration not connecting? Double-check your Sierra API key and email match.

  • App invites not triggering? Confirm the “App Invite” tag is created exactly as shown and applied correctly.

  • Client activity not logging? Ensure the integration shows as “Connected” in the Ruuster app settings.


FAQs

  • Do I need a developer to set this up?
    • No. Ruuster and Sierra work together via API Nation-style configuration—no coding needed.
  • How long does it take for the data to sync?
    • Activity is pushed from the app to Sierra in real time.
  • Can I invite clients in bulk?
    • Yes. Use the App Invite tag in your action plans to automatically invite clients based on behavior or lead status.