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Sierra Interactive + Shilo

Sierra Interactive is the real estate platform with IDX websites and CRM in one: lead routing in seconds, Lead Engage follow-up, and automation that keeps every lead warm. Shilo listens to the calls logged in Sierra and turns them into grades, coaching, and appointment-saving flags.

Solo and Team. Connecting needs owner or admin access on your Sierra account.

Categories

Official integration CRM

Resources

  • Sierra → Shilo
  • Shilo → Sierra
  • Embedded widget

How the Sierra Interactive integration works

Shilo connects to Sierra with an API key and the email on your Sierra login, from an owner or admin account (a Sierra requirement on Solo and Team alike). Enter both, pick the agents to include, and you’re done. There’s nothing to install and nothing to change: keep calling, texting, and working your automations exactly as you do today. Setup takes about five minutes.

From then on, every recorded call logged in Sierra flows into Shilo automatically and gets graded against industry best practice, by models trained on years of real agent talk time. Call notes land on the Sierra lead and tags enrich it, so the context rides along with the behavioral automations you already run. The full coaching experience, with transcripts, flagged moments, and suggested lines, lives in Shilo, one tab away.

The result: Sierra wins you the lead in seconds, and Shilo makes sure the conversation that follows wins the client. You’ll know which calls set appointments, which ones stall, and, on a team, which agents need help this week.

For agents

Speed to lead gets you the call.
Shilo makes the call count.

Sierra gets you on the phone faster than the competition. What happens in the next four minutes decides whether that head start pays off. Shilo grades every recorded call, shows you the moment it slipped, and hands you the line for the next touch.

  • Connects with your Sierra API key and login email
  • 5-minute setup
  • No workflow changes
Jonah Whitaker · call transcript 3m 41s
  1. 01:05

    “Yeah, we saw the Birchwood Lane listing pop up this morning, it looks great.”

  2. 02:41

    “We'll probably just drive by this weekend and see how the neighborhood feels.”

  3. Shilo flag · missed showing ask

    A drive-by is buying intent with no agent attached. Suggested line: “I'm showing it Saturday morning. Want me to hold 10:30 for you so you can see inside, not just the curb?”

  4. 03:22

    “Okay cool, we'll reach out after that. Thanks for calling so fast.”

Coaching that points at the sentence

You won the race to the lead. Then the call went sideways.

Shilo pins the exact sentence where the appointment slipped away, explains why, and suggests the line that wins it. The note lands on the Sierra lead before your next conversation.

Agents: 7-day free trial

Make every fast callback a great one

Connect Sierra with your owner or admin API key and Shilo grades your first calls this afternoon.

Get Started

For teams & team leads

Your speed to lead is seconds.
Your call quality is a mystery.

Sierra routes the lead, fires the first text, and gets your agent on the phone before anyone else. Then the conversation starts, and your dashboards go quiet right where the deal is decided.

Sierra already nails this

  • IDX website and CRM in one platform
  • Lead routing in seconds, by your rules
  • Lead Engage texting leads back before competitors see them
  • Automations triggered by what leads actually do

What no CRM can answer

  • Was that 4-minute call actually any good?
  • Did the agent ask for the appointment?
  • Which three agents need coaching this week?
  • Where in the conversation are deals dying?

Shilo answers all four, using the calls already logged in your Sierra account.

Every call graded

Fast to the lead. Now good on the phone.

Shilo grades every recorded call in your Sierra account, so you can pair your speed-to-lead numbers with the metric they're missing: how the conversation actually went.

  • Every recorded call scored, not a spot check
  • Call notes and tag enrichment written back to the lead
  • Models trained on years of real agent talk time
“Shilo's role play system transformed how quickly and how well we develop agents. What used to take months to teach new agents now happens in weeks. Pinpointing weaknesses, surfacing who needed support, and exposing where conversations fell apart. Nothing else comes close.”
Carmen Morin Carmen Morin Chief Learning Officer, Justin Havre Real Estate

Sierra teams: bulk discount + white-glove onboarding

Finish what your speed to lead starts

Bring your Sierra account to a 30-minute walkthrough and watch your own calls get graded live. Every team gets white-glove onboarding and a dedicated success manager.

Book a Demo

Frequently Asked Questions

Everything you need to know about connecting Shilo to Sierra Interactive.

I'm a solo agent. Can I connect my own Sierra account?

Yes, as long as you have owner or admin access on the Sierra account. That's how Sierra scopes its connection, on Solo and Team alike. If you're an agent on someone else's account, ask your owner or admin to run the five-minute connection. Role play and your weekly 1:1 work before anything is connected.

How does the Sierra connection work?

Shilo connects with the API key and login email from a Sierra owner or admin account. Enter both (teams pick the agents to include) and grading starts the same afternoon. No code, no CSV exports. Setup takes about five minutes.

Does Shilo write anything back to Sierra?

Yes. Shilo writes call notes to the Sierra lead and enriches leads with tags, so the context follows them through your automations. The full coaching breakdown, with transcripts and flagged moments, lives in Shilo.

Does Shilo overlap with Lead Engage?

No, they hand off to each other. Lead Engage works leads by text until they're ready for a real conversation. Shilo grades the phone call that follows, so you know how the human handoff went and what to say next time.

Is there a Shilo widget inside Sierra?

Not yet. Call notes and tags sync into your Sierra leads, and the full coaching experience, with transcripts and flagged moments, lives in Shilo, one tab away.

Which calls can Shilo grade?

Any call with a recording logged in your Sierra account: inbound or outbound, any lead source. Teams choose which agents to include when they connect.

Is there a free trial available?

Yes. Solo agent accounts get a 7-day free trial. Teams get bulk pricing, white-glove onboarding, and a dedicated customer success manager who gets your whole roster up and running.