Setup: Sierra Interactive to Sierra Interactive Integration


Sierra Logo


 

 

Setup Instructions:

 

  • From your Real Synch dashboard, click + Add Integration:

  • Select Sierra Interactive as your Source and Sierra Interactive 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:

 

  • Repeat the steps above to verify the Target Sierra Interactive account.

 

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

  • Under Source Options > Filters, Please enable the Lead Created option and Save:



  • Under Source Options > Custom Mappings, you have the ability to Enable or Disable the mapping of Lead Statuses:

    *Note: With this option disabled, the status will not be updated in the target Sierra Interactive*


  • Once the Source Options have been selected and saved, click 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 Real Synch dashboard.

 


 

 

Sierra Interactive to Sierra Interactive Integration Features