Topics in this article:
Sierra Processes That Create New Sisu Transactions
Logging Call Outcomes
When you log a call outcome in a Sierra Lead Profile, this creates a new transaction in Sisu.
⚠️ *IMPORTANT*: Logging a call outcome only creates a new transaction in Sisu if an admin enables the configuration setting Create Transactions from Call Outcomes.
--Action in Sierra--
In Sierra, go to Leads > Leads Dashboard.
In the Leads Dashboard, click the name of a lead to open the Lead Profile.
Click the Log Call tab.
Click on one of the following call outcomes:
Talked to Lead and Scheduled a Buyer Appt
Talked to Lead and Scheduled a Listing Appt
Click the Log Call button. (You might need to scroll down a little to see it.)
--Results in Sisu--
A new transaction appears under Transactions > Transactions with a status of Appointment Set.
+1 to the Buyer Appointments Set (or Listing Appointments Set) pacer circle on the Dashboard
+1 to the Sierra Call Activity
The 1st Time Appt Set field (added to a form in Sisu) shows the date you clicked the Log Call button.
Adding a Pipeline Tag
By adding the integration tag (B) Pipeline or (S) Pipeline to a Lead Profile in Sierra, you can create a new transaction in Sisu.
ℹ️ Note: Tags can have either parentheses ( ) or brackets [ ].
--Action in Sierra--
In Sierra, go to Leads > Leads Dashboard.
In the Leads Dashboard, click the name of a lead to open the Lead Profile.
On the right side of the Lead Profile, click the + icon in the Tags section.
Click the checkbox for the Pipeline tag you'd like to add.
Click Apply.
--Results in Sisu--
A new transaction appears under Transactions > Transactions with a status of Pipeline.
Sierra Integration Tags and Their Effect on Sisu Transactions
The Sierra Interactive integration with Sisu is driven by Sierra tags. By assigning these tags to a lead in Sierra, you can cause certain actions to take place in Sisu. You can...
Create transactions
Make those transactions advance from one status to the next
Give conversation credit to the agent
Create transactions that already have the "Appt Set By (ISA)" field filled out and assigned to the agent
This is a full list of all possible integration tags. Some might not appear for you if they weren't set up by an admin.
ℹ️ Note: Tags below are listed with parentheses ( ), but depending on your team's setup, you might see either parentheses ( ) or brackets [ ].
ℹ️ Note: The individual who gets the credit in Sisu is the one who is assigned as the agent, not the one who assigns the tags.
Kinds of Tags:
Buyer Side Transaction Tags
Sierra Integration Tag Applied | Transaction Status in Sisu Changes to... | Date Field Updated in Sisu | Other Results in Sisu |
(B) Pipeline | Pipeline | N/A |
|
(B) Appt Set | Appt Set | 1st Time Appt Set |
|
(B) Appt Met | Appt Met | 1st Time Appt Met |
|
(B) Signed | Signed | Signed Date |
|
(B) Showing | 1st Time Showing | 1st Showing Date |
|
(B) Offer | 1st Time Offer | 1st Offer Date |
|
(B) UC/Pending | Pending | Under Contract Date |
|
(B) Closed | Closed | Closed (Settlement) Date |
|
(B) Lost | Lost | N/A |
|
Seller Side Transaction Tags
Sierra Integration Tag Applied | Transaction Status in Sisu Changes to... | Date Field Updated in Sisu | Other Results in Sisu |
(S) Pipeline | Pipeline | N/A |
|
(S) Appt Set | Appt Set | 1st Time Appt Set |
|
(S) Appt Met | Appt Met | 1st Time Appt Met |
|
(S) Signed | Signed | Signed Date |
|
(S) Live Listing | Live Listing | MLS Live Date | N/A |
(S) Showing | 1st Time Showing | 1st Showing Date |
|
(S) Offer | 1st Time Offer | 1st Offer Date |
|
(S) UC/Pending | Pending | Under Contract Date |
|
(S) Closed | Closed | Closed (Settlement) Date |
|
(S) Lost | Lost | N/A |
|
Conversation Tags
Sierra Integration Tag Applied | Results in Sisu |
(B) Conversation | This tag gives conversation credit in Sisu to the agent listed as the BUY agent. |
(S) Conversation | This tag gives conversation credit in Sisu to the agent listed as the SELL agent. |
ISA Tags
Sierra Integration Tag Applied | Results in Sisu |
ISA Conversation {ISA's first name}:{Sisu user ID}  | This tag logs a conversation in Sisu for the ISA. |
(B) ISA Appt Set {ISA's first name}:{Sisu user ID}
 | This tag creates a buyer transaction in Sisu with the "Appt Set By (ISA)" field filled out and assigned to the agent. |
(S) ISA Appt Set {ISA's first name}:{Sisu user ID}
 | This tag creates a seller transaction in Sisu with the "Appt Set By (ISA)" field filled out and assigned to the agent. |
Sierra Processes That Are Tracked As Sisu Activities
⚠️ *IMPORTANT*: The lead statuses specified in the configuration setting Update Sisu Activities for the following Sierra Lead Statuses determine which lead interactions are tracked in Sisu. Make sure you're familiar with your team's configuration settings so you know which lead statuses in Sierra allow for Activity tracking. For more information about this setting, click here.
When you turn on the Sierra Interactive integration, there are 6 Sisu Activities created by default:
Sierra Conversations
Sierra Calls
Sierra Emails
Sierra Texts
Sierra Showings
Sierra Offers
The following Sierra processes are tracked as Activities in Sisu.
Logging a Call
The Sierra user who completes the following process is the one who gets the credit in Sisu for the Activity.
--Action in Sierra--
In Sierra, go to Leads > Leads Dashboard.
In the Leads Dashboard, click the name of a lead to open the Lead Profile.
Click the Log Call tab.
Choose a Call Direction.
Select a call outcome.
Click the Log Call button. (You might need to scroll down a little to see it.)
--Results in Sisu--
+1 to the Sierra Calls Activity
+1 to the Sierra Conversations Activity and + 1 to the Conversations pacer circle on the Dashboard
Note: This Activity only increases when you select any of the 3 "Talked to Lead" outcomes.
We can also track Activities for specific call outcomes. For more information about these Activities, check out the section below called Additional Activities for Specific Call Outcomes.
Sending an Email
The Sierra user who completes the following process is the one who gets the credit in Sisu for the Activity.
--Action in Sierra--
In Sierra, go to Leads > Leads Dashboard.
In the Leads Dashboard, click the name of a lead to open the Lead Profile.
Click the Email tab.
Make any desired changes to the provided fields and then click the Send Email button.
--Results in Sisu--
+1 to the Sierra Emails Activity
Sending a Text
The Sierra user who completes the following process is the one who gets the credit in Sisu for the Activity.
--Action in Sierra--
In Sierra, go to Leads > Leads Dashboard.
In the Leads Dashboard, click the name of a lead to open the Lead Profile.
Click the Text tab.
Make any desired changes to the provided fields and then click the Send Text button.
--Results in Sisu--
+1 to the Sierra Texts Activity
Applying a "Conversation" Tag to a Lead
When the (B) Conversation tag or the (S) Conversation tag is applied to a lead, the individual listed as the agent in Sierra is the one who gets the credit for completing this process. When the ISA Conversation tag is applied, the ISA gets credit.
--Action in Sierra--
In Sierra, go to Leads > Leads Dashboard.
In the Leads Dashboard, click the name of a lead to open the Lead Profile.
On the right side of the Lead Profile, click the + icon in the Tags section.
Click the checkbox for the Conversation tag you'd like to add.
Click Apply.
--Results in Sisu--
+1 to the Sierra Conversations Activity
+ 1 to the Conversations pacer circle on the Dashboard
Applying a "Showing" Tag to a Lead
The individual listed as the agent in Sierra is the one who gets the credit for completing this process.
--Action in Sierra--
In Sierra, go to Leads > Leads Dashboard.
In the Leads Dashboard, click the name of a lead to open the Lead Profile.
On the right side of the Lead Profile, click the + icon in the Tags section.
Click the checkbox for the Showing tag you'd like to add.
Click Apply.
--Results in Sisu--
+1 to the Sierra Showings Activity
Applying an "Offer" Tag to a Lead
The individual listed as the agent in Sierra is the one who gets the credit for completing this process.
--Action in Sierra--
In Sierra, go to Leads > Leads Dashboard.
In the Leads Dashboard, click the name of a lead to open the Lead Profile.
On the right side of the Lead Profile, click the + icon in the Tags section.
Click the checkbox for the Offer tag you'd like to add.
Click Apply.
--Results in Sisu--
+1 to the Sierra Offers Activity
Additional Activities for Specific Call Outcomes
Admins can add additional Activities to Sisu for the specific call outcomes that you can log in Sierra. Here's the list of all possible call outcome Activities:
Talked to Lead
Talked to Lead and Scheduled Buyer Appt
Talked to Lead and Scheduled Listing Appt
Opted Out / Do Not Call Again
Left Message
Reached Voicemail, Didn't Leave Message
Call Attempt, No Answer
Wrong Number
Call Missed, Lead Didn't Leave Message
Call Rejected by Agent, Lead Didn't Leave Message
Call Rejected by Agent, Lead Left Message
Call Missed, Lead Left Message
The Activities above are only tracked and recorded in Sisu if they are added during integration setup. You might see any of these Activities or none of these Activities.
--Action in Sierra--
Log a call in Sierra.
📖 Note: If you want to learn how to log a call, check out the section above called Logging a Call.
--Results in Sisu--
+1 to the Activity that corresponds with the call outcome you selected when logging a call
Syncing Non-Integration Tags
If this feature is enabled, non-integration tags can sync from Sierra to Sisu and from Sisu to Sierra. So what is a non-integration tag? A non-integration tag is any tag that isn't in our list of integration tags. In other words, non-integration tags are unique to your team and your processes.
In this section, we're going to look at what has to happen for non-integration tags to sync. Below, choose the direction you'd like your tags to sync:
Sierra to Sisu
As soon as you apply a non-integration tag to a Lead Profile in Sierra, the tag is added to the corresponding Sisu transaction.
⚠️ *IMPORTANT*: Non-integration tags will only sync from Sierra to Sisu if an admin enables the configuration setting Sync Sierra Tags to Sisu.
--Action in Sierra--
In Sierra, go to Leads > Leads Dashboard.
In the Leads Dashboard, click the name of a lead to open the Lead Profile.
On the right side of the Lead Profile, click the + icon in the Tags section.
Click the checkbox for a non-integration tag you'd like to add.
Click Apply.
--Results in Sisu--
The tag is immediately added to the transaction in Sisu.
Sisu to Sierra
When you apply a non-integration tag to a Sisu transaction, the tag is added to the Lead Profile in Sierra.
⚠️ *IMPORTANT*: Non-integration tags will only sync from Sisu to Sierra if an admin enables the configuration setting Sync Sisu Tags to Sierra.
--Action in Sisu--
In Sisu, go to Transactions > Transactions.
Click in-line with a transaction to open it.
In the menu on the left, select a form that has the Tags field.
Click the Tags field and select a tag from the list.
Scroll to the bottom of the form and click the Update button.
Update any field in the form and click the Update button.
--Results in Sisu--
The tag is immediately added to the Lead Profile in Sierra.
Using the Sisu "Contact URL" Field to Open Sierra Lead Profiles
As soon as the Sierra Interactive integration is enabled, a new field called Sierra Contact URL will become available and admins will be able to add it to any form. Agents can open a Sisu transaction that originated from Sierra and then use this field to open the corresponding Sierra Lead Profile in another tab.
After this field is added to a form in Sisu, you can use it by doing the following:
Open a transaction in Sisu that originated from Sierra.
In the menu on the left, select a form that contains the Sierra Contact URL field.
Scroll down to the field. You'll see a URL in the field. Click the button to the right of the field, and the contact's Sierra Lead Profile will open in another tab.
