To create or update a Transaction in Sisu, Brivity User must add a trigger Tag to a Brivity contact (the SynchBot is automatically created with default Buyer and Seller Tags, which mirror the Sisu statuses).
For example, adding the Appt Set tag to a Buyer Lead in Brivity would create a Transaction in Sisu and increment your Appointment Set dial by one:
Adding the Appt Met tag to the same Buyer, would then update the status of the Sisu Transaction and increment your Appointment Met dial by one:
Note: You can customize any of the tags on your SynchBot to match the Brivity tag you want to use in its place. Once a new tag is added in your SynchBot, you can delete the preset tag.
Required Fields for New Brivity Contacts:
Brivity Call Logging:
Brivity Users are able to Log a Call on a Contact in one of two ways.
You can Log a Call using the "Brivity Dialer", which calls the User and then rings the Contact number and saves the duration at the end of the call.
Log an "Off-App" call (via mobile or other device - effectively zero duration).
In either case, a Call Outcome must be selected in Brivity.
Either call type causes the SynchBot to increment the Number of Dials counter in Sisu.
The integration also allows you to customize your SynchBot's Source Options to select how to increment your Sisu Connects and Conversations activity counters based on your call durations in Brivity.
The third option controls how Zero Duration ("Off App") call logs where the outcome is Talked are counted in Sisu. Options are Conversation, Connect, or No Credit: