This article shows how your actions in BoomTown affect transactions and activities in Sisu. The BoomTown 2.0 integration is a one-way, continuous update from BoomTown to Sisu. Any changes you make to a Sisu transaction won’t update an associated Lead Profile in BoomTown.

Topics in this article:

BoomTown Processes that Affect Sisu Activities

This section contains a list of actions that you can perform in BoomTown that will count toward Activities in Sisu. It will outline how to perform each action and show you which Activity tiles in Sisu will be affected.

Topics in this section:

Understanding Your Configuration Settings

The following configuration settings enable Activity integration:

  • Create Sisu lead measure activities from BoomTown usage

  • Update Sisu activities on the BoomTown contact categories

It’s important to know how your integration is set up in order to anticipate if your actions in BoomTown will affect Activity tiles in Sisu. If you have any questions about how the configuration settings work, check out this article in our Knowledge Base.

Recording an Unsuccessful Call Attempt

--Action in BoomTown--

  1. At the top of the Lead Profile, click the phone call button.

  2. In the list that appears, click either Call Attempt (No Message) or Left Message.

  3. Enter a note and click Save.

--Results in Sisu--

  • +1 to the Number of Dials Activity tile on the Dashboard

  • +1 to the BoomTown Dials Activity tile on the Dashboard

Configuration Note. These results will only take place if the lead’s category is included in your configuration settings. For example, if the “watch” category isn’t included in your settings, Activities in Sisu won’t be updated when the lead is in the “watch” category.

Recording a Successful Call Attempt

--Action in BoomTown--

  1. At the top of the Lead Profile, click the phone call button.

  2. In the list that appears, click Talked to Prospect.

  3. Enter a note and click Save.

--Results in Sisu--

  • +1 to the Conversations pacer circle on the Dashboard

  • +1 to the Number of Dials Activity tile on the Dashboard

  • +1 to the BoomTown Dials Activity tile on the Dashboard

  • +1 to the BoomTown Conversations Activity tile on the Dashboard

Configuration Note. These results will only take place if the lead’s category is included in your configuration settings. For example, if the “watch” category isn’t included in your settings, Activities in Sisu won’t be updated when the lead is in the “watch” category.

Recording Wrong Numbers and Opt Outs

Important! Once you record a wrong number or an opt out, you won’t be able to use the phone number anymore.

--Action in BoomTown--

  1. At the top of the Lead Profile, click the phone call button.

  2. In the list that appears, click either Wrong Number or Opted Outs.

  3. Enter a note and click Save.

--Results in Sisu--

  • +1 to the Number of Dials Activity tile on the Dashboard

  • +1 to the BoomTown Dials Activity tile on the Dashboard

Configuration Note. These results will only take place if the lead’s category is included in your configuration settings. For example, if the “watch” category isn’t included in your settings, Activities in Sisu won’t be updated when the lead is in the “watch” category.

Sending an Email

--Action in BoomTown--

  1. At the top of the Lead Profile, click the email button.

  2. In the email editor that appears, enter a subject and make any changes that you’d like to your email.

  3. When finished, click Send.

--Results in Sisu--

It can take up to 5 minutes for email information to be sent over to Sisu.

  • +1 to the Emails Sent Activity tile on the Dashboard

  • +1 to the BoomTown Emails Activity tile on the Dashboard

Configuration Note. These results will only take place if the lead’s category is included in your configuration settings. For example, if the “watch” category isn’t included in your settings, Activities in Sisu won’t be updated when the lead is in the “watch” category.

Sending a Text

--Action in BoomTown--

  1. At the top of the Lead Profile, click the text button. This opens the Text Message Conversations window.

  2. Enter a text message into the text field at the bottom of the window, and then click the blue send icon.

--Results in Sisu--

It can take up to 5 minutes for text information to be sent over to Sisu.

  • +1 to the Text Messages Activity tile on the Dashboard

  • +1 to the BoomTown Texts Activity tile on the Dashboard

Coming Soon. BoomTown texts will soon be counted toward conversations (+1 conversation per lead per day regardless of the number of texts sent)

Configuration Note. These results will only take place if the lead’s category is included in your configuration settings. For example, if the “watch” category isn’t included in your settings, Activities in Sisu won’t be updated when the lead is in the “watch” category.

Receiving a Text

--Action in BoomTown--

Leads can respond to texts that you sent from Boomtown.

--Results in Sisu--

At this time, this information isn’t sent over to Sisu.

BoomTown Processes that Affect Sisu Transactions

Topics in this section:

Understanding Your Configuration Settings

The following configuration settings determine which actions in BoomTown create new transactions in Sisu:

  • Create Sisu transaction on BoomTown category changes (toggle)

  • Create Sisu transactions on BoomTown category change (drop-down)

  • Create and update Sisu transactions from BoomTown to-do's

It’s important to know how your integration is set up in order to anticipate when transactions will be created in Sisu. If you have any questions about how the configuration settings work, check out this article in our Knowledge Base.

Changing a Category to “hot”

--Action in BoomTown--

In the Lead Profile, change a lead’s category to hot. (Leads marked as closed can also be changed to hot with similar results.)

--Result in Sisu--

  • A new transaction appears under Transactions > Transactions with a status of Pipeline.

  • +1 to the BoomTown Leads Activity tile on the Dashboard

  • +1 to the Transactions Added to Sisu Activity tile on the Dashboard

    Configuration Note. These results only occur if the configuration settings are set up as follows:



Changing a Category to “pend”

--Action in BoomTown--

In the Lead Profile, change a lead’s category to pend for the first time.

Configuration Note. Is the setting "Block setting Sisu UC date/status from BoomTown category change" enabled? If so, changing the category to "pend" won't cause anything to happen in Sisu.

--Results in Sisu--

  • Depending on your configuration settings, you'll see either a new transaction or a status change:

    • New Transaction: A new transaction appears under Transactions > Transactions with a status of Pending.

    • Status Change: A transaction in Sisu has already been created for this lead. So the transaction's status changes to Pending.

  • +1 to the Buyers Under Contract (or Listings Under Contract) pacer circle on the Dashboard

  • +1 to the Units Pending tile on the Dashboard

    Configuration Note. For a new transaction to be created in Sisu, the configuration settings must be set up as follows (see screenshot below).



    For a status change to occur due to a BoomTown category change, the setting "Create Sisu transaction on BoomTown category changes" (see screenshot) must be enabled.

Changing a Category to “close”

--Action in BoomTown--

In the Lead Profile, change a lead’s category to close for the first time.

Configuration Note. Is the setting "Block setting Sisu Closed date/status from BoomTown category change" enabled? If so, changing the category to "close" won't cause anything to happen in Sisu.

--Results in Sisu--

  • The transaction status in Sisu changes to Closed.

  • +1 to the Closed Units tile at the top of the Dashboard

  • +1 to the Buyers Closed (or Listings Closed) pacer circle on the Dashboard

  • +1 to the Buyers Sold tile on the Dashboard

Scheduling a Meeting

--Action in BoomTown--

  1. At the top of the Lead Profile, click the Set To-Do button. This makes the Schedule a To-Do window appear.

  2. Click the drop-down at the top and select Meeting.

  3. Edit the rest of the fields as desired.

  4. Click Save.

--Result in Sisu--

  • Depending on your configuration settings, you'll see either a new transaction or a status change:

    • New Transaction: A new transaction appears under Transactions > Transactions with a status of Appointment Set.

    • Status Change: A transaction in Sisu has already been created for this lead. The status changes to Appointment Set. This status change only occurs the first time a meeting is scheduled.

  • +1 to the Buyer Appointments Set (or Listing Appointments Set) pacer circle on the Dashboard

  • The 1st Time Appt Set field in Sisu shows the date that you set the to-do in BoomTown. This is the date you clicked Save in the Schedule a To-Do window. The Appt Set For field in Sisu shows the date that you're planning to actually have the meeting.

    • Note. These fields may not be on your forms by default. If you need help adding a field to a form, check out this article in our Knowledge Base.

    Configuration Note. These results only occur if the following configuration setting is enabled:



Completing a Meeting in Your To-Do List

--Action in BoomTown--

  1. In the Lead Profile, scroll down to your To-Do List.

  2. Click the MEETING line item to check it off your list. This tells Sisu you were able to successfully meet with the lead.

--Results in Sisu--

  • The transaction status changes to Appointment Met. This status change only occurs the first time you complete a meeting in BoomTown.

  • +1 to the Buyer Appointments Met (or Listing Appointments Met) pacer circle on the Dashboard

  • +1 to the BoomTown Appointments Activity tile on the Dashboard

  • The 1st Time Appt Met field in Sisu shows the date you checked off the meeting from your BoomTown To-Do List.

    Configuration Note. These results only occur if the following configuration setting is enabled:



Completing a Showing in Your To-Do List

--Action in BoomTown--

  1. In the Lead Profile, scroll down to your To-Do List.

  2. Click the SHOWING line item to check it off your list. This tells Sisu you were able to complete a showing with the lead.

--Results in Sisu--

  • Depending on your configuration settings, you'll see either a new transaction or a status change:

    • New Transaction: A new transaction appears under Transactions > Transactions with a status of 1st Time Showing.

    • Status Change: A transaction in Sisu has already been created for this lead. The status changes to 1st Time Showing. This status change only occurs the first time you complete a showing in BoomTown.

  • +1 to the Buyer Showings (or Listing Showings) pacer circle on the Dashboard

  • +1 to the BoomTown Showings Activity tile on the Dashboard

  • The 1st Showing Date field in Sisu shows the date you checked off the showing from your BoomTown To-Do List.

    Configuration Note. These results only occur if the following configuration setting is enabled:



Updating a Seller’s Address

--Action in BoomTown--

  1. Create a seller in BoomTown where the address is left blank.

  2. Perform an action in BoomTown that causes a transaction in Sisu to be created.

    Note. To learn more about what will create transactions in Sisu, see the section of this article called BoomTown Processes that Affect Sisu Transactions.

  3. Update the seller’s address in BoomTown.

  4. Update the category to pend in BoomTown.

--Results in Sisu--

  • The transaction’s address updates.

  • The transaction status in Sisu changes to Pending.

  • +1 to the Buyers Under Contract (or Listings Under Contract) pacer circle on the Dashboard

  • +1 to the Units Pending tile on the Dashboard

What happens when an ISA schedules an appointment for an agent?

--Action in BoomTown--

  1. The ISA creates a lead.

    Note. This individual must have the role of ISA in Sisu.

  2. In the Lead Profile, the ISA clicks Transfer. This opens the Transfer window.

  3. The ISA clicks the Transfer To drop-down and selects an agent to transfer the lead to.

  4. The ISA enters a message if desired.

  5. The ISA clicks the Maintain existing category checkbox.

  6. The ISA clicks Transfer.

  7. At the top of the Lead Profile, the ISA clicks the Set To-Do button. This makes the Schedule a To-Do window appear.

  8. The ISA clicks the drop-down at the top and selects Meeting.

  9. The ISA can edit the rest of the fields as desired and then click Save.

--Results in Sisu--

  • The name of the ISA who scheduled the meeting will appear in the Appt Set By (ISA) field.

How do buyer/seller leads in BoomTown integrate with Sisu?

Sometimes leads in BoomTown will be a buyer and a seller. The way they integrate with Sisu depends on how many agents are assigned.

--Buyer/Seller Leads with 2 Different Agents--

In this scenario, there’s an agent assigned to the Buyer Agent field and the Listing Agent field.

This scenario is ideal because this allows the buyer’s side and seller’s side to create separate transactions in Sisu. These transactions are both linked to BoomTown, and they can each progress at a different pace.

--Buyer/Seller Leads with 1 Agent--

In this scenario, the same agent is assigned to the Buyer Agent field and the Listing Agent field.

This scenario isn’t ideal because it only allows for a single transaction to be created in Sisu. This single transaction could be labeled as a buyer's side transaction, but it could be labeled as a seller's side transaction. You can duplicate this single transaction in Sisu, but it won’t be connected to BoomTown.

Integrating Lead Source Data from BoomTown to Sisu

This section is only going to explain how new transactions in Sisu (coming from BoomTown) affect lead sources in Sisu. If you want to know everything that happens when a new transaction is created in Sisu, see the section of this article called BoomTown Processes that Affect Sisu Transactions.

--Action in BoomTown--

  1. Go to a Lead Profile in BoomTown and make sure that a lead source has been entered.

  2. Perform an action in BoomTown that causes a transaction in Sisu to be created.

--Results in Sisu--

  • If the new transaction has a lead source that hasn't been added to Sisu yet, it will be added under Admin > Lead Sources.

  • +1 to the Agent At Bat lead count

    • To see each agent's At Bat lead counts, go to Admin > Lead Sources. Then in-line with a lead source, click Counts and Expenses. At Bat lead counts are taken into account in various reports as well.

  • The lead source is added directly to your Transaction Form.

BoomTown/Sisu Comparison Table

BoomTown

Sisu Status

Category: Hot

Pipeline

Meeting to-do

Appointment Set

Meeting to-do (completed)

Appointment Met

Showing to-do (completed)

1st Time Showing

Category: Pending

Pending (under contract date set)

Category: Closed

Closed

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