Real Estate & Property Integration
Best AI Assistant for Sierra Interactive
Carly is an AI assistant that connects to Sierra Interactive so you can create leads, add tasks, handle showing requests, and assign action plans — all by email or text. No logging into Sierra between appointments.
Try Carly →What Carly can do with Sierra Interactive
Work new website leads on the spot
Text Carly a lead's details and she creates it in Sierra Interactive — so a prospect who came off your IDX site gets into the CRM and onto follow-up without waiting for you to get to a desk.
Handle showing requests fast
When a showing request comes in, tell Carly to log it and set the follow-up task in Sierra. She keeps the request from sitting unanswered while you're out with another buyer.
Assign action plans to trigger follow-up
Tell Carly to drop a lead onto your standard buyer or seller action plan and she assigns it in Sierra Interactive, kicking off the nurture sequence without you opening the platform.
Check tasks, listings, and lead activity
Ask Carly what tasks are due today or which listings a lead has viewed and she pulls it from Sierra Interactive by email or text — so you can prioritize before you're on the road.
Why agents and teams are using AI to run Sierra Interactive
Sierra Interactive pairs an IDX website with a full real estate CRM, capturing leads from property search and feeding them into tasks, action plans, and showing requests for agents and teams to work. The website generates the demand; the CRM is where the follow-up lives. The gap is the moment between the two — a showing request comes in from the site while you're already out showing a different property, and it waits until you're back to get handled.
An AI tool for Sierra Interactive should let you act on a lead, a task, or a showing request right when it lands, from your phone, without opening the platform. When adding a task or assigning an action plan is as fast as replying to a text, leads get worked while they're hot. When it means logging into Sierra and clicking through the record, the response time slips and the lead cools.
How Carly works as your AI Sierra Interactive assistant
Carly connects to your Sierra Interactive account through the API. Once connected, you manage leads, tasks, showing requests, action plans, and listings over email or text — like having a coordinator who works your CRM while you're in the field.
New lead came off the website? Text Carly and she creates it in Sierra. Need to follow up on a showing request that just came in? Email Carly and she handles it and logs the task. Want a lead dropped onto your standard buyer action plan so the nurture sequence kicks off? Tell Carly and she assigns it. Need to know which listings a lead has been looking at or what's due today? Ask and she pulls it.
Because Carly works from outside Sierra Interactive, she can cross-reference your CRM with your calendar and email — checking whether a showing request conflicts with an existing appointment or pulling a lead's recent messages alongside their Sierra record.
Who uses Carly with Sierra Interactive
Individual agents who run their business on a Sierra Interactive site and can't stop mid-showing to work a new lead. Team leads who need every showing request answered fast and every lead dropped onto the right action plan the moment it comes in. ISAs and team admins who manage tasks and assignments and want a faster way to move leads through the pipeline than clicking through the CRM. If Sierra Interactive drives your leads but the follow-up depends on someone being logged in, Carly keeps it moving from anywhere.
See it in action
How to connect Sierra Interactive to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Sierra Interactive
Authorize the Sierra Interactive integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Sierra Interactive. She handles the rest.
Automate Sierra Interactive in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Sierra Interactive?
Carly is an AI assistant that connects to Sierra Interactive and lets you create leads, add tasks, handle showing requests, and assign action plans — all by email or text. She works from outside Sierra so agents and teams can work leads from the field without opening the platform.
Can AI handle Sierra Interactive showing requests?
Yes. When a showing request comes in, text or email Carly and she logs it and sets the follow-up task in Sierra Interactive within seconds — so requests don't sit unanswered while you're out with another buyer.
How do I connect Carly to Sierra Interactive?
In your Carly dashboard at carlyassistant.com/integrations, connect Sierra Interactive with your API key. Once connected, Carly can create leads, add tasks, manage showing requests, assign action plans, and pull listing and lead data from your Sierra account.
Can Carly assign action plans in Sierra Interactive?
Yes. Tell Carly to drop a lead onto your buyer or seller action plan and she assigns it in Sierra Interactive, which kicks off the follow-up sequence. No logging in to route the lead yourself.
Can Carly pull lead and listing data from Sierra Interactive?
Carly can pull tasks due today, a lead's record, and the listings a lead has viewed from Sierra Interactive on demand. Ask her and she sends it to you by email or text so you can prioritize before you head out.
Is Carly different from Sierra Interactive's built-in automations?
Yes. Sierra Interactive's built-in action plans and automations run inside the platform on preset triggers. Carly is an external assistant you email or text — she gives you on-demand access to leads, tasks, and showing requests and the ability to act on them from anywhere without logging in. She also connects Sierra Interactive to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."