Migrate from Sierra Interactive to HighLevel

Action Plan automations do not migrate and require complete rebuild in HighLevel Workflows

Sierra's Action Plans are the primary automation engine — they trigger email sequences, SMS messages, ringless voicemails, and task assignments based on lead behavior (viewing a listing, submitting a form, responding to a drip). HighLevel has no import path for Action Plan definitions. FlitStack exports each Action Plan as a structured JSON document listing every step, trigger condition, delay between steps, and action type. Your HighLevel admin must rebuild each plan in the Workflows builder from that reference. The trigger events differ — Sierra triggers on IDX property events; HighLevel triggers on contact events, tag changes, form submissions, or API calls. Rebuild scoping should account for the trigger model shift before go-live.

Saved searches have no HighLevel equivalent and must be rebuilt as Smart Lists or tag-based filters

Sierra's Find Leads API supports saved search filters that store property type, price range, neighborhood, listing status, and bedroom/bathroom criteria per lead. These are first-class data objects in Sierra. HighLevel has no saved-search concept. The filter logic cannot be imported — it must be recreated manually. We export each saved search definition with its criteria and associate the criteria with the contact record as a custom field (Saved_Search_Ref__c), but the actual filter functionality requires rebuilding in HighLevel's Smart List builder or via tag assignments. Teams with 20+ active saved searches should plan 2–3 days of admin time for the rebuild.

Lead Pond assignments map to tags, but multi-pond leads require multiple tag values

Sierra's Lead Pond feature lets a single lead belong to multiple categorization buckets (e.g., a lead can be in both the Hot Pond and the Buyer Pond simultaneously). HighLevel's tagging model supports multiple tags per contact, so this mapping is technically direct — each pond name becomes a tag. However, the tag label from Sierra may not match your intended HighLevel tag taxonomy. We flag pond names that conflict with existing HighLevel tags and surface a naming conflict report before migration so your admin can decide on a tag naming convention. Tag conflicts resolved after migration may require retroactive tag updates on migrated records.

Sierra IDX listing associations and property-viewing history have no HighLevel equivalent

Sierra tracks which listings a lead has viewed, saved, and received price-change notifications on. This behavioral data lives inside Sierra's IDX integration and is not exported as a standard record field. HighLevel has no native IDX integration or property-view tracking. Listing-view history cannot be migrated as structured data. We recommend capturing this context in a custom long-text field on the contact record (listing IDs and view dates stored as a pipe-delimited string) before migration, which FlitStack can then import as a custom field value. This preserves the data as a reference note but does not recreate the active IDX behavioral triggers.

Sierra's monthly billing cycle and contract terms do not affect migration but affect cutover timing

Sierra Interactive bills monthly or annually. Annual subscriptions with a monthly setup fee ($500 for monthly plans, waived for annual) affect the migration cutover decision if your team wants to avoid paying for two platforms simultaneously. FlitStack's migration does not interact with Sierra's billing system — it only reads data via API. However, the delta-pickup window (24–48 hours) should align with your Sierra billing cycle end date if you want to minimize dual-platform costs. We recommend scheduling the cutover for the day before a Sierra billing date so the delta window captures the final billing-period changes before you cancel or downgrade Sierra.