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Lead Management with the Ylopo Integration

Sync leads, tags, and notes for seamless cross-platform lead management.

Why This Feature Matters

Manually transferring lead information can be time-consuming, leading to missed opportunities and slower follow-ups. Automating the transfer of leads saves you time, increases efficiency, and ensures no potential clients fall through the cracks.

  • Streamlines lead flow from Ylopo directly into Sierra CRM

  • Automatically applies detailed tags and notes based on lead activity

  • Supports advanced lead routing and follow-up within Sierra

  • Provides direct access to Ylopo’s lead insights via the Connected Platform link

Step-by-Step Instructions

1. Contact Ylopo Support

  • Email support@ylopo.com to request integration with your Sierra account.

  • Ylopo’s support team will complete the setup on their end.

2. Lead Info Automatically Syncs from Ylopo to Sierra

When a new lead is generated via your Ylopo site, the following information syncs into Sierra:

  • First Name

  • Last Name

  • Email Address

  • Phone Number

  • Lead Type (Buyer/Seller)

  • Password

  • Partner Link

  • Lead Tags

  • Lead Notes

5. Tags Automatically Added Based on Lead Behavior

Common examples include:

  • YLOPO_ADWORDS, YLOPO_FACEBOOK, WITHIN_90_DAYS, NOT_READY, RETURNED, SINGLE_FAMILY_HOME

6. Notes Automatically Added from Ylopo

Activity-based details include:

  • Registration data

  • Ylopo ID

  • Segment

  • Buyer/Seller Stage

  • Ad Platform

  • Property Preferences

7. “Request for More Info” Triggers Note with MLS® Number

When a Ylopo lead submits an info request, Sierra logs:

  • Their comments

  • Ylopo Lead ID

  • Listing MLS® Number

8. Existing Leads Can Be Updated via Ylopo Activity

Updates passed to Sierra may include:

  • Contact information changes

  • Tags added or removed

  • Status updates

  • Opt-in/opt-out preferences

  • Lead assignment changes

9. Use Lead Routing Rules in Sierra

Route Ylopo leads automatically based on:

  • Source

  • Tags

  • Type

  • Timeframe and more

    See: Lead Routing and Distribution article for setup.

10. Access Ylopo Data via “Connected Platform” Link

In Sierra, go to the Lead Detail page and click the Connected Platform link to open the corresponding lead in Ylopo.

Best Practices

  • Regularly check your Connected Platform links for deeper engagement data

  • Create lead routing rules based on Ylopo-specific tags (e.g., “YLOPO_FACEBOOK”)

  • Review lead notes to tailor follow-ups based on behavior and intent

Troubleshooting Common Issues

Issue: No leads showing in Sierra after setup

Fix: Confirm integration setup was completed by Ylopo support

 

Issue: Tags or notes missing

Fix: Check if lead activity was sufficient to trigger tag/note sync from Ylopo

FAQs

Who completes the integration setup?

Ylopo Support handles the technical integration—email them at support@ylopo.com.

Can I route Ylopo leads differently from others?

Yes, by using Ylopo-specific tags or source identifiers in your lead routing rules.

What is the Connected Platform link?

It’s a shortcut from Sierra’s Lead Detail page that opens the same lead in your Ylopo dashboard.