Topics in this article:

Before You Begin…

Connecting Sisu and BoomTown (for those not using 1.0)

Important! Only Sisu admin or TC roles can access the Sisu Marketplace for setup. Only BoomTown broker and admin users can authenticate your Sisu team to your BoomTown system.

If you'd prefer to watch a short video of the process outlined in this section, click here. Otherwise, complete the following steps:

  1. From the Sisu Marketplace, click the BoomTown tile.

  2. In the window that opens, click CONFIGURE. This opens a list of configuration settings.

  3. Click the BT Connect button.

  4. Review the following fields and change them as desired:

    Activities

    • Create Sisu lead measure activities from BoomTown usage—When this setting is enabled, certain actions in the BoomTown Lead Profile cause Activity counters in Sisu (like Boomtown Emails and Boomtown Showings) to increase by 1. Custom BoomTown activities are also created in Sisu once you enable this setting.

      • Update Sisu activities on the BoomTown contact categories—If you want your actions in BoomTown to count toward Activities in Sisu, the lead must be in one of the categories specified in this setting. For this setting to function, the setting "Create Sisu lead measure activities from BoomTown usage" must be enabled.

    Transactions

    • Create Sisu transaction on BoomTown category changes—When this setting is enabled, new transactions will be created in Sisu when a lead category is changed to either hot or pending. This setting also allows for Sisu transaction statuses to be updated when the lead category is changed.

      • Create Sisu transactions on BoomTown category change—This drop-down allows you to specify whether new transactions will be created on either "hot" or "pending." For this setting to function, the setting "Create Sisu transaction on BoomTown category changes" must be enabled.

    • Create and update Sisu transactions from BoomTown to-do's—When this setting is enabled, Sisu transactions are created or updated when the following actions occur in BoomTown:

      • Creating a Meeting To-do

      • Completing a Meeting To-do

      • Completing a Showing To-do

    • Create a BoomTown transaction from a Sisu transaction—When this setting is enabled, a transaction is created in BoomTown when a transaction in Sisu gets to a status of Pending.

    • Block setting UC date/status from BoomTown—When this setting is enabled, if you change a lead's category to "pend" in BoomTown, no changes occur in Sisu. For this setting to be applicable, the setting "Create Sisu transaction on BoomTown category changes" must be enabled.

    • Block setting Closed date/category from BoomTown—When this setting is enabled, if you change a lead's category to "close" in BoomTown, no changes occur in Sisu. For this setting to be applicable, the setting "Create Sisu transaction on BoomTown category changes" must be enabled.

    • Sisu Connection—Your Sisu authorization token is automatically populated. You don’t need to enter anything yourself.

  5. Click Activate when finished.

Video Tour

Video Note. To optimize viewing, watch these videos on Loom by clicking the icon in the top-right corner of the video.

Migrating from the BoomTown 1.0 Integration to BoomTown 2.0

If you'd prefer to watch a short video of the process outlined in this section, click here. Otherwise, complete the following steps:

  1. Log into Sisu as an admin.

  2. Go to beta.sisu.co/admin/boomtown-migration.

    Important! Completing the next step will deactivate the BoomTown 1.0 integration. Don't proceed until you're ready to complete the rest of this section.

  3. Click the Click to Migrate button.

  4. Wait a few minutes for this to redirect you to Sisu's Integration Hub.

  5. Click the BoomTown tile.

  6. Click the BT Connect button.

  7. Adjust your configuration settings as desired.

    Note. For questions about these configuration settings, see the section in this article called Connecting Sisu and BoomTown.

  8. When finished, click Activate.

Video Tour

Important! Don't proceed with the migration until you're ready to turn off the BoomTown 1.0 integration. When you start migrating to the new integration, the BoomTown 1.0 integration turns off. It's not until you complete the migration process that the 2.0 integration turns on.

Video Note. To optimize viewing, watch this video on Loom by clicking the icon in the top-right corner of the video.

Making Changes to Your Sisu Configuration Settings

If you've already configured your BoomTown integration, you can still make changes to the settings by doing the following:

  1. From the Sisu Marketplace, click the BoomTown tile.

  2. In the top-right corner of the screen, click Reconfigure.

  3. Make any desired changes to your configuration settings.

  4. Click Save at the top of the screen.

Sisu Custom Activities

When the setting Create Sisu lead measure activities from BoomTown usage is enabled, we will automatically create the following custom Activities in Sisu:

These Activities will be set to display in Sisu by default, and they can only be updated via the BoomTown integration. If desired, admins can hide custom Activities by going to Admin > Team Settings > Activities.

Custom Activities will appear in the following places in Sisu:

  • Leaderboards

  • Team and personal dashboards

  • Team and personal snapshot displays

  • The Goals Screen (Account > Goals)

Did this answer your question?