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.
  
  

Setup: Sierra Interactive to Sierra Interactive Integration