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How to Send New Leads from Sierra to Conversion Monster for ISA Follow-Up

Route new leads to your Conversion Monster ISA team using email notifications to speed up response times and improve conversion.

Table of Contents

  1. Why This Matters
  2. Step-by-Step Instructions
  3. Best Practices
  4. How This Helps Your Business
  5. Troubleshooting Common Issues
  6. FAQs

Summary

You can send new leads from Sierra to Conversion Monster by automatically forwarding new lead notifications to an email address provided by their team. This setup helps Conversion Monster receive leads in real time and begin follow-up right away, without disrupting your current lead routing or CRM structure.

Why This Matters

If you’re using Conversion Monster for inside sales support, getting new leads to them instantly is critical. Their ISAs aim to call leads within minutes, and Sierra makes that possible by forwarding lead notification emails directly to their system.

Instead of relying on manual exports or duplicate entries, this integration uses your existing My Notifications Settings to forward every new lead to Conversion Monster. That keeps your pipeline moving and helps you close more deals.

Example:

  • A team running Google PPC campaigns wants every new lead to be called by Conversion Monster within 5 minutes. By assigning leads to the team lead and setting that user's notifications to forward to Conversion Monster’s intake email, they automate the entire handoff. No manual work, no missed leads.

Step-by-Step Instructions

Step 1: Get the Conversion Monster Email Address

Conversion Monster will provide you with a unique intake email. It will look something like: teamname@conversionmonster.com

You’ll use this in your Sierra notification settings to forward new lead alerts.

Step 2: Assign New Leads to the Right User

To forward leads, they must first be assigned to a specific Sierra user. You can use Lead Routing Rules to assign leads to:

  • Yourself
  • A lead team manager
  • A placeholder user (if that fits your workflow)

To check your lead routing settings:

  1. Go to Lead Routing Rules
  2. Locate the campaign or source (such as “Google PPC”)
  3. Make sure it’s unpaused
  4. Assign the lead to the correct user (e.g., yourself)

Note: If a lead routing rule is paused, it's often because no agent has been selected yet. Just add yourself or another user to activate it.

Step 3: Forward New Lead Notifications to Conversion Monster

  1. Click your profile icon in the top-right of Sierra
  2. Select My Notification Settings
  3. Scroll to Lead Assigned to Me
  4. Toggle the switch ON
  5. Enter the Conversion Monster email address in the notification field

This tells Sierra to forward every new lead assigned to you directly to Conversion Monster.

If leads are assigned to someone else, like a teammate:

  • Use the setting below instead:
  1. Scroll to Send me all notifications of this type
  2. Toggle it ON
  3. Enter the Conversion Monster email address again

This ensures leads assigned to any user on your team will still be sent to Conversion Monster.

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Best Practices

  • Use a consistent fallback user in lead routing so all leads get caught and forwarded
  • Confirm with Conversion Monster that they’re receiving and processing the emails correctly
  • Test it with one lead first to verify they pick it up before applying it broadly
  • Label the forwarded leads with a unique source tag like “Conversion Monster” for easier tracking in your CRM

How This Helps Your Business

Using Sierra’s built-in notification system to send leads to Conversion Monster ensures no lead slips through the cracks. You get:

  • Faster speed to lead
  • Automated ISA handoff without needing a custom integration
  • Improved follow-up rates and contact success
  • A better lead experience that helps you convert more buyers and sellers

This setup takes just a few minutes but saves hours of manual work and improves your chances of conversion with every new lead.

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Troubleshooting Common Issues

  • Leads aren’t being picked up by Conversion Monster:
    • Double-check that:
      • The email address provided by Conversion Monster is entered exactly as given
      • The leads are being assigned to the correct user
      • The notification settings are toggled on
      • There are no spam filters or auto-forwarding rules blocking the email
  • Leads are not being routed due to a paused rule:
    • Make sure the Lead Routing Rule has at least one assigned user. Once a user is selected, the rule will activate.
  • Too many or duplicate notifications are being sent:
    • Avoid toggling both “Assigned to Me” and “All notifications” unless needed. Only use “All notifications” if you want every lead, regardless of assignee, sent to Conversion Monster.

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FAQs

  • Does this replace a full API integration?
    No. This is a simple email-based forwarding solution. It’s not a real-time API sync, but it works well for lead alerts and triggering ISA calls.
  • Does RealSynch have an API integration with Sierra?
    Yes! For more information, you can visit Setup: Conversion Monster to Sierra Interactive Integration or Setup: Sierra Interactive to Conversion Monster Integration for more information.
  • Can I use this with multiple users?
    Yes. Use the “All notifications of this type” setting to forward leads for multiple agents or across your entire team.
  • Will Conversion Monster update lead statuses in Sierra?
    Not automatically. This setup only forwards new lead notifications. You or your team will need to update statuses or notes in Sierra based on Conversion Monster follow-up outcomes.