Tags:
- Any tag added to a lead in Sierra Interactive that is also enabled in your SynchBot's Target Options will trigger a synch to create or update a Transaction in Sisu:
Buyer Tags:
Seller Tags:
- For example, adding the Signed tag to a lead in Sierra Interactive will create a Transaction in Sisu and increment the Buyers Signed dial by one:
- You can also create custom tags to match the Sierra tags you want to use. Once a new tag is added in your SynchBot, you can delete the preset tag (please see video below).
Note: For the Conversations tag to increment the related activity counter in Sisu, the user will need to create a custom activity counter in Sisu with the same name.
Agent Activities:
- Log a Call: this will increment the Dials counter in Sisu by one:
- Email Sent: this will increment the Email Sent counter in Sisu by one:
- Text Sent: this will increment the Text Messages counter in Sisu by one:
Note: Text Sent will increment the Text Conversation dial in Sisu when two text messages have been sent by the Agent and two text messages have been received from the Buyer.
Setup: Sierra Interactive to Sisu SynchBot
