Setup Instructions:

  • From your Real Synch dashboard, click + Add SynchBot:
  • Select Real Geeks as your Source and Sisu as your Target:
  • Click Instructions on the Real Geeks icon and follow along:
  • Then click Connect > Fill in your Partner ID > Click Verify and Close:
  • Next, click Instructions on the Sisu icon and follow along:
  • Click Connect > Fill in your Team Name and Token > Click Verify and Close:

  • To find the Team Name and Token info in Sisu: Click Admin > Team Settings > API Credentials:
  • Both Source and Target connections should now display as Verified > Click Next and Activate:

Your synch is now active! You can access and update your SynchBot's Source and Target Options by clicking the wrench icon next to the Source and Target on the Real Synch dashboard.

Here are a couple of knowledge-based article explaining the SynchBot's Features and how to add Custom Lead Statuses:

Real Geeks to Sisu SynchBot Features

Adding Custom Lead Statuses to Real Geeks SynchBot

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