Firepoint to Sisu Integration Features

Written by Amanda | Jun 14, 2022 9:58:22 PM

Creating and Updating Sisu Transactions:

When a Firepoint user creates or updates a lead into one of the lead statuses selected in the Integration's Target Options: Filters, the integration creates or updates a client Transaction in Sisu.
When a Firepoint user adds a specified tag to a lead, the integration creates or updates a client Transaction in Sisu.
Updating the integrated Firepoint lead status to Inactive will update the Sisu Transaction status to Lost.

The following fields are mapped from Firepoint to Sisu:

Status Mapping from Firepoint to Sisu:

Firepoint Status	Sisu Status	Date Filled in Sisu
Appointment Set	Appointment Set	1st time Appt Set
Met in Person- Likely	Appointment Met	1st time Appt Met
Agreement Signed	Signed	Signed Date
Active Listing	Live Listing	MLS Live Date
Under Contract	Pending	Under Contract Date
Closed	Closed	Closed (settlement) Date

Other statuses that have been enabled under the target options on the integration will send the transaction/lead into Sisu as Pipeline.

Note: If the status is changed to Active listing prior to Agreement Signed, the MLS Live date will still be filled but the status will not change until the Signed date is filled.

Here is a demonstration of the Firepoint to Sisu Integration in action:

Setup: Firepoint to Sisu Integration

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