Sierra Interactive to Sierra Interactive Integration Features

Amanda

Features:

Lead Created will trigger contact creation from Sierra Interactive to Sierra Interactive, and will follow any existing distribution, action plan, campaign, and automation rules.
Agent assignment is based on the Lead Routing Rules set up in the target Sierra Interactive.
The following fields map over into Sierra Interactive from the lead information in the connected Sierra Interactive:

Mapped Fields

First Name *

Last Name *

Email Address *

Phone Number

Address

Birthday

Summary

Source

Tags

*Note: The fields containing the * are Required fields*
Only the Primary Email Address and Phone Number will be sent into the target Sierra Interactive.
When manually creating leads, the lead will always start in the "New" status when created in the connected Sierra Interactive.
When manually creating leads, please avoid applying tags during the creation of the lead. Sierra Interactive sometimes has difficulty relaying the tags to the integration during lead creation.
Tags will only be Added through the integration, and not removed.
The Source and Summary fields will not integrate immediately, but will update when another change is made on the lead.

Agent Activities

Calls logged will add a note in the target Sierra Interactive which includes the following:

Inbound or Outbound direction
Call Status
Note
Call Duration if available

Emails will add a note in the target Sierra Interactive with the Inbound/Outbound direction.
Text messages will add a note in the target Sierra Interactive with the Inbound/Outbound direction.