About Sierra Interactive

Sierra Interactive is a powerful real estate lead generation and CRM platform that helps agents and brokers manage their client relationships more effectively. With a range of tools to streamline workflows and enhance user experience, Sierra Interactive empowers real estate professionals to optimize their business operations.

ID Verification for Sierra Interactive

Integrating ID verification into your Sierra Interactive platform ensures that both the agents and clients are verified, fostering trust and security. By using IdentityCheck, a robust ID verification tool, you can seamlessly authenticate the identities of your clients within Sierra Interactive.

Some possible uses for ID verification within Sierra Interactive include:

• Verifying new leads to prevent fraudulent activities and unauthorized access.
• Ensuring the authenticity of clients before scheduling viewings or closing deals.
• Streamlining client onboarding processes by automating ID checks.

How to Set Up IdentityCheck with Sierra Interactive

1. Start by signing up: Ensure you have active accounts on both IdentityCheck and Zapier.
2. Create Zapier integration: Log in to your Zapier account and click on “Make a Zap”.
3. Select Sierra Interactive: Choose Sierra Interactive as the Trigger app and set the desired trigger event (e.g., New Lead).
4. Authenticate Sierra Interactive: Follow the prompts to log in and allow Zapier to access your Sierra Interactive account.
5. Add IdentityCheck as Action App: Select IdentityCheck as the action app for ID verification. Set the action event such as “Run ID Check”.
6. Map data fields: Map the necessary fields from Sierra Interactive to IdentityCheck. This may include client details like name and contact information.
7. Test your Zap: Before completing the setup, test your Zap to ensure the ID verification process works correctly with your Sierra Interactive lead data.
8. Turn on the Zap: Once tested, turn on the Zap to activate the integration.

How to Use IdentityCheck with Sierra Interactive

Once the integration is set up, using IdentityCheck for ID verification within Sierra Interactive is straightforward.

• New Leads: When new leads are added to Sierra Interactive, IdentityCheck will automatically perform an ID verification.
• Notifications: You’ll receive notifications in Sierra Interactive when the ID verification process is completed.
• Review Status: You can review the status of each ID check directly within your Sierra Interactive dashboard.
• Streamlined Workflow: IdentityCheck’s integration ensures a streamlined workflow, saving you time and enhancing security.

By integrating IdentityCheck with Sierra Interactive through Zapier, you can ensure a more secure and efficient real estate business. This seamless integration enhances your ability to verify client identities and focus on building trustworthy relationships.