Agent Activity Metrics:

When Firepoint Users log any of the following activities, the synch increments the related counter in Sisu:

  • Dials: call a lead performed within Firepoint.

  • Conversations: call outcome in Firepoint marked as Conversation.

  • Text Sent: text sent via Firepoint (counts one per unique lead per agent per day).

  • Text Conversation: when two texts are sent via Firepoint by an Agent and two text responses are received in Firepoint for a given contact (per day).

Creating and Updating Sisu Transactions:

  • When a Firepoint user creates or updates a lead into one of the lead statuses selected in the SynchBot's Target Options: Filters, the synch creates or updates a client Transaction in Sisu.

  • When an Firepoint user adds a specified tag to a lead, the synch creates or updates a client Transaction in Sisu.

  • Updating the synched Firepoint lead status to Inactive will update the Sisu Transaction status to Lost.

The following fields are mapped from Firepoint to Sisu:

Synch Requirements:

  • An agent's login email address must match exactly between Firepoint and Sisu.

  • To create or update a Sisu Transaction, the Firepoint lead must have an email address.

  • The Firepoint Admin/Owner user must obtain the Agent Key and Office Key for synch authentication.

Here is a demonstration of the Firepoint to Sisu SynchBot in action:

Setup: Firepoint to Sisu SynchBot

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