There are three methods for creating a Transaction in Sisu:


Deal Created/Updated in Follow Up Boss:

  • When a Follow Up Boss User Creates or Updates a Deal, the synch Creates or Updates the corresponding Client Transaction in Sisu.

  • The Follow Up Boss Contact related to the Deal must have an email address.

  • The following fields are mapped from Follow Up Boss Person and Deal screens into a Sisu Transaction:


Deal Stages:

  • When Follow Up Boss Deal is set to the Appointment Set Stage in either the Buyer or Seller Pipeline, a Sisu Transaction is created and the 1st Time Appt Set field on the Sisu Transaction is filled using the date the Deal was updated in Follow Up Boss. Filling this field also increments the Buyer or Listing Appt Set metrics on Sisu dashboard:
  • When Follow Up Boss Deal is set to the Appointment Met Stage in either the Buyer or Seller Pipeline in a Sisu Transaction and the 1st Time Appt Met field on the Sisu Transaction is filled using the date the Deal was updated in Follow Up Boss. Filling this field also increments Buyer or Listing Appt Met metrics on the Sisu dashboard:
  • When a Follow Up Boss Deal is set to Buyer Contract or Listed Stage, the Sisu Transaction field called Signed Date is filled using the date the Deal was updated in Follow Up Boss. Filling this field will increment Buyer or Listing Signed metric on the Sisu dashboard:
  • When a Follow Up Boss Deal is set to the Seller Listed Stage, the Sisu Transaction field called Live Listing is filled using the date the Deal was updated in Follow Up Boss.

  • When a Follow Up Boss Deal is set to the Pending or Offer Stage, the Sisu Transaction field called Under Contract Date is filled using the date the Deal was updated in Follow Up Boss. Filling this field will increment the Buyer or Listing Under Contract metric on the Sisu dashboard.
  • When a Follow Up Boss Deal is set to the Closed Stage, the Sisu Transaction field called Settlement Date is filled using the date the Deal was updated in Follow Up Boss. Filling this field will increment the Buyer or Listing Closed metric on the Sisu dashboard:
  • Deleting a synched Deal in Follow Up Boss will update the Sisu Transaction status to Lost if a Follow Up Boss Contact email address is filled and the Follow Up Boss Contact Stage is Buyer or Seller; when a Appointment is created on a Follow Up Boss Contact, the synch will by default create a Sisu Transaction and fill the 1st Time Appt Set metric. To turn this feature Off in Real Synch, go to your Target Options > Triggers > unselect Create Transaction via Appointment > Click Save and Close.


Appointment Created on a Follow Up Boss Contact:

  • When Follow Up Boss User logs an Appointment on Contact a corresponding Transaction is created in Sisu. Additionally, the 1st Appointment Set date is filled on the Transaction. This method requires the Stage of the Follow Up Boss Lead to be Buyer or Seller.

  • To turn this default method Off in Real Synch, go to your Target Options > Triggers > unselect Create Transaction via Appointment > Click Save and Close.


Trigger Tag Added on Contact:

  • When a Follow Up Boss User adds a specified Tag to a Contact, a corresponding Transaction is created in Sisu. Additionally, the 1st Appointment Set date is filled on the Transaction. This method requires the Stage of the Follow Up Boss Lead to be Buyer or Seller.

  • This feature is Off by default. To enable this feature, create a Tag in Follow Up Boss (example: Send to Sisu). In Real Synch, go to your Target Options > click Triggers > enter the same Tag into the field provided > Click Save and Close.

FAQ: Follow Up Boss to Sisu SynchBot


Did this answer your question?