The Sierra integration keeps key lead and transaction activity synchronized between Sierra and Sisu. Depending on your team's configuration, actions performed in Sierra can create and update transactions, track activities, award conversation credit, sync tags, and populate important transaction data in Sisu.
This article explains how information flows between Sierra and Sisu, including which actions trigger updates, how integration tags affect transactions, and what activities can be tracked through the integration.
Topics in this article:
Video Overview
Creating Sisu Transactions From Sierra
→ Logging Call Outcomes
If the Create Transactions from Call Outcomes setting is enabled, logging a Sierra call with outcome "scheduled buyer/seller appt" will create a new transaction in Sisu.
In Sierra, navigate to Leads > Leads Dashboard.
In the Leads Dashboard, select a lead.
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
→ 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.
In Sierra, navigate to Leads > Leads Dashboard.
In the Leads Dashboard, select a lead.
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.
How Sierra Tags Affect Sisu
The Sierra integration uses tags to automate actions in Sisu. Depending on the tag applied, tags can:
Create transactions
Update transaction statuses
Award conversation credit
Create transactions with the Appt Set By (ISA) field automatically populated
The tables below list all available integration tags and their corresponding actions in Sisu. Some tags may not be available if they have not been configured by an admin.
ℹ️ Note:
Tags are shown with parentheses ( ), but your team may use brackets [ ] instead.
Credit in Sisu is given to the agent assigned to the lead, not the user who applies the tag.
→ Buyer Transaction Tags
Sierra Tag | Sisu Transaction Status | Results in Sisu |
(B) Pipeline | Pipeline |
|
(B) Appt Set | Appt Set |
|
(B) Appt Met | Appt Met |
|
(B) Signed | Signed |
|
(B) Showing | 1st Time Showing |
|
(B) Offer | 1st Time Offer |
|
(B) UC/Pending | Pending |
|
(B) Closed | Closed |
|
(B) Lost | Lost |
|
→ Seller Transaction Tags
Sierra Tag | Sisu Transaction Status | Results in Sisu |
(S) Pipeline | Pipeline |
|
(S) Appt Set | Appt Set |
|
(S) Appt Met | Appt Met |
|
(S) Signed | Signed |
|
(S) Live Listing | Live Listing |
|
(S) Showing | 1st Time Showing |
|
(S) Offer | 1st Time Offer |
|
(S) UC/Pending | Pending |
|
(S) Closed | Closed |
|
(S) Lost | Lost |
|
→ Conversation Tags
Sierra Tag | Results in Sisu |
(B) Conversation | Increments the Conversations activity in Sisu for the buy agent assigned in Sierra. |
(S) Conversation | Increments the Conversations activity in Sisu for the sell agent assigned in Sierra. |
→ ISA Tags
Sierra Tag | Results in Sisu |
ISA Conversation {ISA's first name}:{Sisu user ID}  | Increments the Conversations activity in Sisu for the ISA. |
(B) ISA Appt Set {ISA's first name}:{Sisu user ID} Example:  | Creates a buyer transaction in Sisu with the ISA selected in the Appt Set By (ISA) form field. |
(S) ISA Appt Set {ISA's first name}:{Sisu user ID} Example:  | Creates a seller transaction in Sisu with the ISA selected in the Appt Set By (ISA) form field. |
How Sierra Actions Increment Sisu Activities
ℹ️ Note: The following settings must be enabled in order for activities to sync from Sierra to Sisu:
Track Activities from Sierra to Sisu
Update Sisu Activities for the following Sierra Lead Statuses (only activities completed on leads in the configured Sierra statuses will increment in Sisu)
→ Logging a Call
Credit in Sisu is given to the agent who completes the activity in Sierra.
In Sierra, navigate to Leads > Leads Dashboard.
In the Leads Dashboard, select a lead.
Click the Log Call tab.
Choose a Call Direction.
Select a call outcome.
Click the Log Call button.
The following activities are incremented in Sisu:
+1 to the Sierra Calls activity
+1 to the Sierra Conversations activity (if outcome is Talked to Lead)
+1 to the Conversations activity (if outcome is Talked to Lead)
→ Sending an Email
Credit in Sisu is given to the agent who completes the activity in Sierra.
In Sierra, navigate to Leads > Leads Dashboard.
In the Leads Dashboard, select a lead.
Click the Email tab.
Click the Send Email button.
The following activity is incremented in Sisu:
+1 to the Sierra Emails activity
→ Sending a Text
Credit in Sisu is given to the agent who completes the activity in Sierra.
In Sierra, navigate to Leads > Leads Dashboard.
In the Leads Dashboard, select a lead.
Click the Text tab.
Click the Send Text button.
The following activity is incremented in Sisu:
+1 to the Sierra Texts activity
→ Applying a Conversation Tag
When the (B) Conversation tag or the (S) Conversation tag is applied to a lead, the agent assigned to the lead in Sierra gets credit in Sisu. When the ISA Conversation tag is applied, the ISA gets credit.
In Sierra, navigate to Leads > Leads Dashboard.
In the Leads Dashboard, select a lead.
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.
The following activities are incremented in Sisu:
+1 to the Sierra Conversations activity
+1 to the Conversations activity
→ Applying a Showing Tag
The agent assigned to the lead in Sierra gets credit in Sisu.
In Sierra, navigate to Leads > Leads Dashboard.
In the Leads Dashboard, select a lead.
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.
The following activity is incremented in Sisu:
+1 to the Sierra Showings activity
→ Applying an Offer Tag
The agent assigned to the lead in Sierra gets credit in Sisu.
In Sierra, navigate 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.
The following activity is incremented in Sisu:
+1 to the Sierra Offers activity
Additional Sisu Activities for Sierra Call Outcomes
If specific call outcomes are selected in the Sierra Call Activities to Sync setting, additional Activities can be created in Sisu when calls are logged in Sierra.
The following call outcomes can be tracked as individual Sisu 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
Syncing Non-Integration Tags
If enabled, non-integration tags can sync between Sierra and Sisu.
A non-integration tag is any tag that is not part of the Sierra integration tag list. These tags are unique to your team's processes and workflows.
Tag Added In | Result |
Sierra | The tag is added to the corresponding Sisu transaction. |
Sisu | The tag is added to the corresponding Sierra Lead Profile. |
⚠️ Important: Tags only sync in the directions that have been enabled by an admin.
Sync Sierra Tags to Sisu must be enabled for tags to sync from Sierra to Sisu.
If a lead in Sierra Interactive is associated to 2 transactions in Sisu (a buyer and a seller), we won't know which transaction the tag should apply to. In this case, we can't sync the tags.
Sync Sisu Tags to Sierra must be enabled for tags to sync from Sisu to Sierra.
For this setting to work, the non-integration tag lists in Sierra and Sisu must match exactly. Tag names, spelling, and spacing must be identical in both systems.
Once enabled, non-integration tags sync automatically when they are added or updated in either system.
Fields That Sync Between Sierra & Sisu
When a transaction is created through the Sierra integration, certain fields in Sierra and Sisu are linked together. When a mapped field is updated in one system, the corresponding field is automatically updated in the other system.
Sierra Fields | Sisu Fields |
Agent | Agent |
First Name | First Name |
Last Name | Last Name |
Contact Email | |
Phone | Mobile Phone Number |
Address | Address Line 1 (seller only) |
City | City (seller only) |
State | State (seller only) |
Postal Code | Postal Code (seller only) |
Lead Source | Lead Source |
Date / Time Lead Acquired | Lead Date |
Sierra Lead Profile Link (not a field) | Sierra Contact URL (more info) |
Additionally, when integration tags are applied to a lead in Sierra, the corresponding pipeline date fields are updated in Sisu. For more information, see the How Sierra Tags Affect Sisu section. 📙
→ Using the "Contact URL" Field in Sisu
When the Sierra integration is enabled, admins can add the Sierra Contact URL field to any Sisu form. For transactions created from Sierra, this field provides a direct link to the corresponding Sierra Lead Profile.
To use it:
Open the transaction in Sisu that originated from Sierra.
Open a form that contains the Sierra Contact URL field.
Click the button next to the URL to open the lead's Sierra profile in a new tab.
