The Sierra Interactive + Homebot integration helps real estate teams keep homeowners engaged in Homebot while making key Homebot activity visible inside Sierra Interactive.
With the integration connected, you can sync contacts from Sierra into Homebot, keep clients engaged with personalized home value insights, and use Homebot activity signals in Sierra to prioritize follow-up.
A paid Homebot subscription is required — this integration is not available on Freemium plans.
To get started, fill out this Sierra Interactive integration form. Once submitted, Homebot generates the API keys and coordinates setup with Sierra.
What does the Sierra Interactive integration do?
The integration connects Sierra Interactive and Homebot so your team can use both platforms together.
Homebot helps you stay in front of homeowners with personalized home value and homeownership insights. Sierra Interactive helps you manage your database, organize leads, and take action through your CRM workflows.
Together, the integration allows you to:
Send eligible Sierra contacts into Homebot
Keep homeowners engaged with monthly Homebot content
Capture seller leads using Homebot tools on your Sierra site
See key Homebot engagement signals inside Sierra
Use Sierra tags, filters, and automations to prioritize follow-up
How the integration works
The sync runs one direction only: Sierra → Homebot. Status changes and client edits made in Homebot do not sync back to Sierra.
1. Contacts sync from Sierra into Homebot
Once the integration is connected, contacts from Sierra can be sent into Homebot. Those contacts can then receive Homebot's personalized homeowner experience, including home value insights and other relevant homeowner content.
This helps you stay in touch with past clients, seller leads, and homeowners in your database without manually re-entering contact information.
2. Homebot keeps homeowners engaged
After contacts are added to Homebot, they'll receive the Home Digest experience branded to you or your team. Homebot helps homeowners track things like:
Their estimated home value
Home equity
Market activity
Opportunities to sell, buy, refinance, or request professional guidance
This keeps you top of mind between transactions and gives homeowners a reason to re-engage.
3. Homebot activity appears in Sierra
When homeowners interact with Homebot, key engagement signals can appear inside Sierra as tags or activity indicators. Common Homebot signals include:
Likely to Sell
Highly Likely to Sell
CMA Requested
These signals help you identify which homeowners to prioritize for follow-up.
4. Your team follows up in Sierra
Once Homebot signals appear in Sierra, you can use Sierra's CRM tools to take action. Depending on your Sierra setup, your team may use:
Tags
Smart filters
Lead lists
Email campaigns
Text campaigns
Tasks or action plans
This makes it easier to focus on homeowners who are showing intent instead of manually searching through your full database.
Example workflow
Here's an example of how the integration can work:
A homeowner is added to Sierra.
That contact is synced into Homebot.
The homeowner receives Homebot content with personalized home value insights.
The homeowner engages with their Homebot report.
Homebot identifies a high-intent signal, such as a CMA request or likely-to-sell activity.
That signal appears in Sierra.
Your team uses Sierra to follow up with the homeowner.
How to get started
To use the Sierra Interactive + Homebot integration, you'll need:
An active Sierra Interactive account
An active Homebot account
Access to your integration settings in Sierra or Homebot
Step 1: Go to your integration settings
You can begin the setup process from either:
If you don't see the integration available, contact your Sierra or Homebot account representative for help confirming access.
Step 2: Connect your Sierra and Homebot accounts
Follow the prompts to authorize the connection between Sierra Interactive and Homebot. You may be asked to confirm account details, approve permissions, or sign in to one or both platforms.
Step 3: Choose which contacts should sync
After the connection is active, confirm which Sierra contacts or lead segments should be sent into Homebot. Your team may choose to sync groups such as:
Past clients
Homeowners
Seller leads
Long-term nurture contacts
Specific tagged contacts or segments
The exact options available may depend on your Sierra setup.
Homebot automatically scrubs for duplicates during sync, so contacts already in Homebot won't create duplicate records.
Step 4: Confirm contacts are appearing in Homebot
Once your contacts begin syncing, check Homebot to confirm that the expected clients or leads have been added. You may also want to review contact details such as:
Name
Email address
Property address
Assigned agent or team member
Homebot subscription status
Step 5: Review your Sierra tags and follow-up workflows
After contacts are active in Homebot, Homebot engagement signals begin appearing in Sierra. Review your Sierra setup to make sure your team knows where to find the three signals covered above — Likely to Sell, Highly Likely to Sell, and CMA Requested.
You can then build Sierra filters, lists, or follow-up workflows around those signals.
Best practices
Start with a clear contact segment. Instead of syncing every contact at once, consider starting with a focused group, such as past clients or seller leads. This makes it easier to review the experience, confirm data quality, and build a repeatable follow-up process.
Review Homebot signals regularly. Homebot engagement signals are most useful when your team checks them consistently. Consider creating a daily or weekly routine to review high-intent contacts in Sierra.
Create follow-up plans for each signal. Different Homebot signals may call for different follow-up:
Homebot signal | What it may mean | Suggested follow-up |
Likely to Sell | The homeowner may be showing early selling intent | Reach out with a market check-in |
Highly Likely to Sell | The homeowner may be showing stronger selling intent | Prioritize a direct call or personal message |
CMA Requested | The homeowner requested a professional opinion on their home value | Follow up quickly to discuss next steps |
Keep your contact data clean. The integration works best when your Sierra contact records are accurate and complete. Before syncing contacts, review key fields like:
Email address
Property address
Client name
Assigned owner
Tags or segments
Frequently asked questions
Does Homebot replace Sierra Interactive? No. Homebot does not replace Sierra. Sierra remains your CRM for managing leads, contacts, follow-up, and team workflows. Homebot works alongside Sierra to keep homeowners engaged and surface intent signals your team can act on.
What types of contacts should I sync into Homebot? Many teams choose to sync homeowners, past clients, seller leads, or long-term nurture contacts. The best contact segment depends on your goals. If you're focused on repeat and referral business, past clients and homeowners are a strong place to start.
What Homebot activity appears in Sierra? Homebot engagement signals appear in Sierra as tags or activity indicators. Examples include Likely to Sell, Highly Likely to Sell, and CMA Requested. The exact labels or workflow options may depend on your Sierra setup.
Can I use Sierra automations with Homebot signals? Yes. Once Homebot signals appear in Sierra, your team can use Sierra's tools to organize and follow up with those contacts. This can include filters, lists, campaigns, text messages, email campaigns, tasks, or action plans, depending on your Sierra configuration.
Can I capture new seller leads with this integration? Yes. Homebot's home valuation tools can be used to capture seller leads on your Sierra site. Those leads can then be nurtured through Homebot and managed in Sierra.
How quickly do contacts or signals sync? Sync timing may vary based on your Sierra and Homebot setup. If you recently connected the integration and don't see expected contacts or activity, allow time for the sync to complete and confirm that the correct contacts or tags are included in your setup.
Who should I contact if something doesn't look right? If you need help with the Sierra Interactive + Homebot integration, contact Homebot Support or your Sierra Interactive support team (sierrainteractive.com/contact-us). Helpful details to include:
Your name and company
The email address associated with your Homebot account
Examples of contacts that should be syncing
Screenshots of what you're seeing in Sierra or Homebot
A brief description of what you expected to happen