What you can expect from this integration:
Virtually non-existent lag time
FUB Deals have a 1:1 relationship with Sisu Transactions
Bi-Directional Sync
No need to notify Sisu team to update the integration when new team members are added
NEW: Integration notes display in the FUB contact history
NEW: Choose any Sisu form to be a direct link on the FUB deal card
NEW: Choose which Sisu form fields you want to be sync'd on the FUB deal card
Topics in this article:
FUB Processes That Create New Sisu Transactions
Scheduling an Appointment
If you set an appointment for a client (and you don’t already have active transactions/deals for that contact), the integration creates a new transaction in Sisu and a new deal in FUB.
🔸 Action in FUB -
ℹ️ Note
You can schedule the appointment from the Lead Profile OR from the Calendar in Follow Up Boss. The following steps take you through the Lead Profile route, but if you prefer to schedule appointments through the FUB Calendar, just click on the Calendar and skip to step 4.
1. In Follow Up Boss, click the People tab.
2. Click the name of a person. This opens the Lead Profile.
3. Click the plus icon in the Appointments section on the right. This opens the Create Appointment window.
4. Enter a title in the Title field.
5. For sellers, enter the client's address in the Location field.
6. Add the primary agent as a guest. (The client will already be added by default.)
7. Click the Set Type drop-down, and choose a transaction type with one of the following words:
Buyer (creates a buyer transaction in Sisu)
Seller (creates a seller transaction in Sisu)
Listing (creates a seller transaction in Sisu)
8. Click the Create Appointment button.
🔸 Results in Sisu -
A new transaction appears under Transactions > Transactions with a status of Appointment Set.
ℹ️ Note: A corresponding deal also appears in FUB.
+1 to the Buyer Appointments Set (or Listing Appointments Set) pacer circle on the Dashboard
The agent listed as a guest on the meeting is assigned to the transaction.
The Transaction Type, Agent, and Address fields are filled in with the details from the appointment.
🔸 Results in FUB -
A new FUB deal will automatically be created.
A contact history note will confirm the transaction in Sisu was created
If there is already an active transaction in Sisu for that contact, a transaction will not be created. A note explaining this will be posted.
⚠️ Important Configuration Note!
The following configuration setting must be enabled for the results to take place:
Creating a New Deal
If you create a new deal in FUB in the Sisu Seller or Sisu Buyer Pipeline, the integration will create a transaction in Sisu.
🔸 Action in FUB -
1. In Follow Up Boss, click the Deals tab.
2. Select either Sisu Sellers or Sisu Buyers.
3. Click the plus icon next to Pipeline to open the deal information window.
4. Add as much information about the deal as you can. For example, you won't' have a Sisu ID yet, so you can leave that field blank.
5. Click the Create Deal button at the bottom.
🔸 Results in Sisu -
A new transaction appears under Transactions > Transactions with a status of Pipeline.
See the section below called All Sisu Fields Mapped to the FUB Deal for a list of all the information from the deal that is sent over to the Sisu transaction.
🔸 Results in FUB -
An integration note will display in the contact history with the transaction details (including any fields that were completed on the deal card at time of creation)
⚠️ Important Configuration Note!
The following configuration setting must be enabled for the results to take place:
FUB Processes That Are Tracked As Sisu Activities
When you turn on the Follow Up Boss integration, there are 5 Sisu Activities created:
Follow Up Boss Conversations
Follow Up Boss Calls
Follow Up Boss Emails
Follow Up Boss Text
Follow Up Boss Leads
Any user who completes any of the following FUB processes gets credit for the Activity in Sisu.
Manually Logging a Call
The Follow Up Boss user who completes the following process is the one who gets the credit in Sisu for the Activity. Only outgoing calls are tracked. Automated or AI calls are not tracked.
🔸 Action in FUB -
1. In Follow Up Boss, click the People tab.
2. Click the name of a person. This opens the Lead Profile.
3. Click the Log Call tab.
4. Enter any call details and then click the Log Call button.
🔸 Results in Sisu -
+1 to the Follow Up Boss Calls Activity
+1 to the Follow Up Boss Conversations Activity
⚠️ Important Configuration Note!
The following configuration settings must be enabled for the results to take place:
Even with the setting Count All Call Logs as Sisu Conversations enabled, Sisu won't track the action as a Conversation if you log the call as one of the following:
No Answer
Left Voicemail
Bad Number
Know Your Team's Activity Stages Configuration
Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.
Using the Follow Up Boss Dialer
If you're using the Follow Up Boss Dialer to make calls, the user who completes the following process is the one who gets the credit in Sisu for the Activity. Only outgoing calls are tracked.
🔸 Action in FUB -
1. In Follow Up Boss, click the People tab.
2. Click the name of a person. This opens the Lead Profile.
3. Click the phone number under the contact name.
4. Choose to call via the Internet.
5. Click the red phone icon in the top-right corner of the screen to hang up. The call is automatically recorded on the Lead Profile.
🔸 Results in Sisu -
+1 to the Follow Up Boss Calls Activity
+1 to the Follow Up Boss Conversations Activity
⚠️ Important Configuration Note!
The following configuration settings must be enabled for the results to take place:
When the setting Count Conversations based off call length is enabled, be aware of the team's Conversation Call Length threshold. It sets the length in seconds required for a call to be counted as a Conversation.
Know Your Team's Activity Stages Configuration
Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.
Sending an Email
The Follow Up Boss user who completes the following process is the one who gets the credit in Sisu for the Activity.
⚠️ Only outgoing emails are tracked. Batch and automated emails are not counted.
🔸 Action in FUB -
1. In Follow Up Boss, click the People tab.
2. Click the name of a person. This opens the Lead Profile.
3. Click the Send Email tab.
4. Enter an email subject in the Subject line.
5. Craft your email and add any attachments.
6. Click the Send Email button.
🔸 Results in Sisu -
+1 to the Follow Up Boss Emails Activity
⚠️ Important Configuration Note!
The following configuration setting must be enabled for the results to take place:
Know Your Team's Activity Stages Configuration
Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.
Sending a Text
The Follow Up Boss user who completes the following process is the one who gets the credit in Sisu for the Activity. Only outgoing texts are tracked. Automated or AI outgoing texts are not tracked.
🔸 Action in FUB -
1. In Follow Up Boss, click the People tab.
2. Click the name of a person. This opens the Lead Profile.
3. Click the Text tab.
4. Enter a message where it says "Write your text...".
5. Click the Send Text button.
🔸 Results in Sisu -
+1 to the Follow Up Boss Text Activity
⚠️ Important Configuration Note!
The following configuration setting must be enabled for the results to take place:
Know Your Team's Activity Stages Configuration
Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.
Assigning New FUB Leads to an Agent
🔸 Action in FUB -
A new lead is added into FUB and assigned to an agent.
🔸 Results in Sisu -
+1 to the Follow Up Boss Leads Activity
🔸 Results in FUB -
An integration note is added to the contact history
⚠️ Important Configuration Note!
The following configuration setting must be enabled for the results to take place:
Know Your Team's Activity Stages Configuration
Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.
Syncing ISA Appointments From FUB to Sisu
ISA users can set appointments in Follow Up Boss and sync those to Sisu to create a new transaction and receive dashboard credit. To do so, please verify the items listed below:
You must be logged in as the ISA in FUB
Your user role in Sisu must be ISA
The 'Appt Set by ISA' field must exist on at least one form in Sisu
The 'Create Sisu Transactions from FUB Appointments' setting within the integration configuration must be enabled
Once the above items are verified, you can then follow the steps below to sync an ISA Appointment Set from Follow Up Boss to Sisu:
1. In Follow Up Boss, click the People tab.
2. Click the name of a person. This opens the Lead Profile.
3. Click the plus icon in the Appointments section on the right. This opens the Create Appointment window.
4. Enter a title in the Title field.
5. For sellers, enter the client's address in the Location field.
6. Add the primary agent as a guest. (The client will already be added by default.)
7. Remove yourself as a guest.
8. Click the Set Type drop-down, and choose a transaction type with one of the following words:
Buyer (creates a buyer transaction in Sisu)
Seller (creates a seller transaction in Sisu)
Listing (creates a seller transaction in Sisu)
9. Click the Create Appointment button.
🔸 Results in Sisu -
A new transaction appears under Transactions > Transactions with a status of Appointment Set.
ℹ️ Note: A corresponding deal also appears in FUB.
+1 to the Buyer Appointments Set (or Listing Appointments Set) pacer circle on the ISA Dashboard
The agent listed as a guest on the meeting is assigned to the transaction. The ISA who has set the appointment will be selected in the 'Appt Set by ISA' field.
The Transaction Type, Agent, and Address fields are filled in with the details from the appointment.
🔸 Results in FUB -
A new FUB deal will automatically be created.
A contact history note will confirm the transaction in Sisu was created
If there is already an active transaction in Sisu for that contact, a transaction will not be created. A note explaining this will be posted.
Linking FUB Deals to Existing Sisu Transactions
1. In Follow Up Boss, go to the Deals tab.
2. Click on a deal that isn't linked to a Sisu transaction. This brings up the deal card details.
ℹ️ Note
Any deals that are NOT in the Sisu Buyers or Sisu Sellers pipelines are not linked to a Sisu transaction. For example, the screenshot below shows a deal in the Sellers pipeline, which that means that this deal is not linked to a Sisu transaction.
3. In the deal card, add the transaction ID of corresponding Sisu transaction to the Sisu Transaction ID field and click the green checkmark to SAVE it.
ℹ️ Note
In Sisu, you can find a transaction's ID at the top of the Transaction Overview.
5. Move the deal to a Sisu pipeline. To do this, click the name of the pipeline at the top of the deal card. Then select either the Sisu Buyers or Sisu Sellers pipeline.
6. Click the stage (to the right of the pipeline) and select the stage the corresponds with the transaction status in Sisu.
7. When finished, click the Done button at the bottom of the deal card.
Using the Sisu "Contact URL" Field to Open FUB Lead Profiles
As soon as the Follow Up Boss integration is enabled, a new field called Follow Up Boss Contact URL will become available and admins will be able to add it to any form. Agents can open a Sisu transaction that is linked to Follow Up Boss and then use this field to open the corresponding FUB Lead Profile in another tab.
After this field is added to a form in Sisu, you can use it by doing the following:
1. Open a transaction in Sisu that is linked to a FUB deal.
2. In the Transaction Menu on the left, select a form that contains the Follow Up Boss Contact URL field.
3. Once the form is open, scroll down to the field. Click the orange button on the right side of the field, and the contact's Lead Profile will open in another tab.
All Mapped Integration Fields
When a new Sisu transaction is created via the FUB integration, certain FUB and Sisu fields are mapped (or in other words, linked together). Whenever you update a mapped field in FUB, the corresponding field in Sisu is also updated (and vice versa). If your team has chosen to customize these fields, you might see more or fewer fields than you see below.
List of Mapped Fields
The table below shows 2 columns:
FUB Fields: These are the fields from the deal that sync with Sisu fields.
Sisu Fields: These are the fields in Sisu that correspond with the fields from the FUB deal.
FUB Fields | Sisu Fields |
Price | Transaction Amount |
Close Date | Closed (Settlement) Date |
Commission (see note below) | GCI |
Agent Split (see note below) | Gross Agent(s) Paid Income |
Team Split | N/A |
People (contact) |
|
Team (agent) | Agent |
Forecasted Closed Date | Forecasted Closed Date |
Lost Date | Lost Date |
Under Contract Date | Under Contract Date |
Mls Live Date | MLS Live Date |
Postal Code | Postal Code |
State | State |
City | City |
Address | Address Line 1 |
Sisu Transaction Id | ID |
First Offer Date | 1st Offer Date |
Signed Date | Signed Date |
First Showing Date | 1st Showing Date |
Appointment Set Date | 1st Time Appointment Set |
Appointment Met Date | 1st Time Appointment Met |
Sisu fields that can NOT be selected/mapped
The following Sisu fields can NOT be selected as syncing fields:
Transaction NOTES: FUB deal custom fields have a set length of 255 characters and the Sisu notes field does not. So any notes over 255 characters will not display or sync. Also, Sisu notes allow for spacing/returns and FUB does not. We have chosen for these reasons to not allow the syncing of this field.
Vendor fields: Vendor fields in Sisu are a reference to a different database and can change often, and for this reason we have chosen to not allow them to be selected.
⚠️ Important Configuration Note!
The following configuration setting must be enabled in order for commission fields to sync:
Location of Mapped Fields in Sisu
Mapped Sisu fields appear in your forms. They most likely will be in the Transaction Overview, but they could be in a different form depending on team preferences. To get to a transaction's forms, do the following:
1. In Sisu, go to Transactions > Transactions.
2. Click in-line with a transaction. This opens the transaction.
3. In the transaction, your list of forms is in a list on the left.
Location of Mapped Fields in FUB
All mapped FUB fields appear in the deal card. You can locate any deal in FUB by doing the following:
1. In FUB, click the Deals tab.
2. Click on a deal to see the deal information fields.
Understanding How Information Passes between Sisu and FUB
The fields on the deal card directly correlate with the fields inside of Sisu. If you make a change to those fields in the FUB deal card, the corresponding fields in Sisu update. Similarly, if you make a change to those fields in Sisu, the FUB deal card updates.
If the configuration setting Ignore Updates after Sisu transaction status is enabled, this makes Sisu the "source of truth" once the transaction status reaches the status specified in the configuration settings (Signed or Pending). This causes the integration to ignore updates to the FUB deal card and revert back to whatever is in Sisu.
How Sisu Tracks FUB Leads
If a lead comes into the integration that was created in FUB June 2023, we will increment the Follow Up Boss Leads Activity for the date that the lead was created. So if you’re looking at new leads for TODAY, that count wouldn’t be there because it’s not a new lead.
If that same lead comes in and the setting Add new leads to Lead Source Count report is enabled, we add a lead count to the Counts and Expenses page (found by going to Admin > Lead Sources) of the corresponding lead source for June 2023.
If a lead comes in today, we DO increment the Follow Up Boss Leads Activity for today.