Transactional Data:

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).

Buyer Tags:

Seller Tags:

  • 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.


Setup: Brivity to Sisu SynchBot


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