Setup Instructions:

  • From your Real Synch dashboard, click + Add SynchBot:

  • Connect Sierra Interactive as your Source and Sisu as your Target:

  • Click Connect on the Sierra Interactive icon and a verification screen will appear:

  • Next, login to your Sierra Interactive Admin/Owner account, select Integrations from the drop down settings menu, select the Sierra Interactive icon from the list of available integrations, and copy the provided API Key:

  • Then paste the API Key in your source credentials, click Verify and Close:

  • Next, click Instructions on the Sisu icon and follow along:

  • Fill in your User Name and Token. Click Verify and Close:

  • To find the User Name and Token info in Sisu: Click Admin > Team Settings > API Credentials:

  • Next, click Target Options and Custom Mappings to ensure the following triggers are enabled if you would like to turn on Lead Source ROI Reporting:

Note: Please read this article explaining tagging before activating your SynchBot.


  • 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.



Requirements:


  • User must use Sierra Interactive Admin API Key to connect the SynchBot.

  • Sierra user login email address must match the Sisu user login email address exactly. Once these email addresses match exactly, you will need to update the Agents List on your SynchBot (you will also need to follow these steps any time a new user is added):

    • Click the ellipsis on the right side of your SynchBot.

    • Select Update Agents List from the dropdown menu.


    • Click OK.



  • The tags specified in the SynchBot's Target Options must also be created in Sierra to be recognized by the SynchBot.

Required - Manage Users:

Due to a limitation of the Sierra API, each User must have a Sierra Agent Profile, as well as a Lead assigned to them in Sierra, before they can be activated.


Setup: Sierra Agent Profiles for SynchBot Users

Sierra Interactive to Sisu SynchBot Features


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