Fello Connect and Sierra Interactive Integration

Setup: Sierra Interactive to Fello Connect Integration

Written by Amanda | Feb 8, 2023 6:11:44 PM

 

 

Setup Instructions:

 

  • From your Realsynch dashboard, click + Add Integration:

  • Select Sierra Interactive as your Source and Fello Connect as your Target:

  • Click Instructions on the Sierra Interactive icon and follow along:


  • 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 Fello Connect icon and follow along:

 
 

 

  • In Fello Connect, go to Settings and click Integrations:

  • Copy the API key found under "Connect to your CRM":

  • Then, on the dashboard, click Connect > Paste the copied API Key> Click Verify > click Close:


  • Both Source and Target connections should now display as Verified > Click Next

  • If you would like to add a tag to the integration that would prevent a lead from integrating, the tag can be added under Source Options > Filters> and add the tag to the section below:


    *Note: this means that if the tag present here is added to a lead, the lead WILL NOT integrate*

  • Once finished, click Save and Activate:

 

Your integration is now active! You can access and update your Integration's Source Options by clicking the wrench icon next to the Source on the Realsynch dashboard.

 

 

 

Setup: Fello Connect to Sierra Interactive Integration