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How to Boost Lead Conversion and Save Time with Sierra Automations

Automate your workflows to scale lead engagement, improve response speed, and free up your team.

Why This Feature Matters

Manual follow-ups and disjointed workflows slow down your sales cycle and overwhelm your team. Sierra Automations enable you to streamline lead engagement and follow-up by creating rule-based workflows that trigger actions based on lead behavior, data changes, and other factors.

Real-world Example:
When a lead saves a property on your site (trigger), and their status isn’t “Blocked” (condition), Sierra can automatically assign them to an action plan (action). This ensures timely follow-up without manual intervention.

Who Has Access

All Sierra clients, except those on IDX-only and Starter package plans, have access to Automations. Any Primary Manager or Manager-level user can access the feature by default.

How to Access Sierra Automations

  1. Click the gear icon in the top navigation bar of your Sierra admin dashboard.

  2. Select Automations from the dropdown.

Creating a New Automation

  1. Click + New Automation to start.

  2. Give your automation a clear name and optional description to help you and your team remember its purpose.

Requirements:

  • At least one trigger and one action

  • Optional: up to 5 conditions

  • Limit: 5 triggers, 5 conditions, and 5 actions per automation

Understanding Triggers, Conditions, and Actions

Think of it like a sentence:

  • When [trigger]

  • And if [conditions]

  • Then [actions]

Example:
“When a tag is applied (trigger), and the lead’s status is not 'Blocked' (condition), assign a specific action plan (action).”

Automation Logic

  • Triggers use OR logic
    Any one trigger can activate the automation.

  • Conditions use AND logic
    All must be true for the automation to proceed.

  • Actions execute sequentially if triggers and conditions are met.

Available Triggers

Grouped into 6 categories:

Tags

  • Tag(s) applied to lead

Lead Data

  • Status change

  • Email/phone status update

Behavioral

  • Showing requested

  • Lead returns after [X] days

  • Saves or views a property

  • Consecutive listing alerts

  • Inbound messages

  • Unsubscribe or resubscribe

Calendar Date

  • Birthday or anniversary in [X] days

  • Specific date

  • Date registered

  • Contact delay ends

Note: Specific date triggers require at least one condition.

Action Plans

  • Plan applied

  • Plan completed without response

Agent Communication

  • Outbound call outcome

Lead Assignment

  • Assigned to agent, lender, collaborator, or pond

Integrations

  • Revaluate score enters range [X–Y]

  • Sierra AI activity
    Integration must be enabled

Available Conditions

Grouped by type:

  • Behavioral: Website visits

  • Calendar: Registration date

  • Assignment: Agent, lender, collaborator

  • Tags: Includes or excludes

  • Data: Status, source, type

  • Activity: Calls, texts, emails

  • Action Plans: Present or complete

  • Routing Availability

  • Contact Delay

  • Integrations: Revaluate or Sierra AI status

Available Actions

Actions execute in the order listed:

Action Plans

  • Assign, pause, or stop (Traditional or Fully Automated)
    • Assigning fully automated plans counts toward the daily manual limit

Lead Communication

  • Create note

  • Create task

  • Send email

Tags

  • Apply or remove

Lead Data

  • Update status, source, email, or phone

Assignments

  • Reassign to agent, lender, collaborator, or pond

Integrations

  • Opt in

  • Pause or resume AI conversation
    Integration must be active

Contact Delay

  • Add or remove

Routing Availability

  • Add or remove agent

Adjust Execution Frequency

Customize how often each automation runs:

  • Once per lead (default)

  • Once per day

  • As often as triggered

  • Once every [X] minutes (5–180) or hours (1–23)

  • Once every [X] days (default is 7)

Limits:

  • 10,000 executions per day

  • 425 active automations per account

Testing an Automation

Use the Test feature to validate setup:

  1. Choose the automation

  2. Select a lead

  3. Run a test to simulate execution

Rearranging Actions

Drag and drop to change the order in which actions apply.

Activating and Managing Automations

  • Inactive means the automation won’t run

  • Active means it executes for matching leads

Tags added during lead routing will trigger automations only after routing completes.

Using the Automations Dashboard

See all automations in one place:

  • Name and description

  • Triggers, conditions, and actions

  • Times applied

  • Status

  • Last updated

  • Edit, test, or delete options

You can also:

  • Bulk delete

  • Search by name

  • Filter by status

Viewing Results and History

Results Tab

Shows the outcome of each automation:

  • Completed

  • Skipped

  • Failed

  • Errors

Instances Tab

Shows each automation run. You can search by lead name.

Final Tip

Sierra Automations helps you respond faster, engage more leads, and reduce manual work. Use them to deliver a smoother, smarter experience for both your agents and your prospects.

Need help building your first one? Join an Ask Me Anything session!