Topics in this article:

Before You Begin…

Connecting Sisu and BoomTown (for those not using 1.0)

  1. In Sisu, go to Admin > Integration Hub.

  2. Click the BoomTown 2.0 tile.

  3. Click the BoomTown tile.

  4. In the upper-right corner of the screen, click Configure. This opens the integration wizard.

  5. Click Next.

  6. Scroll down to the BoomTown Configuration heading and click the BT Connect button.

  7. Under the Activities heading, review the following settings and change them as desired:

    • Create Sisu lead measure activities from BoomTown usage—If you enable this setting, certain actions in the BoomTown Lead Profile cause Activity counts in Sisu to increase by 1. Also, BoomTown-specific activities, like "Boomtown Emails" and "Boomtown Showings," are tracked in Sisu once you enable this setting.

      Note: For specifics on the BoomTown processes that trigger Sisu Activities, check out this article in our Knowledge Base.

      • 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, you must enable the setting above ("Create Sisu lead measure activities from BoomTown usage").

  8. Under the Transaction heading, review the following settings and change them as desired:

    • Create Sisu transaction on BoomTown category changes—If you enable this setting, new transactions will be created in Sisu whenever you change a lead category to either "hot" or "pending." This setting also allows for Sisu transaction statuses to be updated when you change the lead category in BoomTown.

      • 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, you must enable the setting above ("Create Sisu transaction on BoomTown category changes").

    • Create and update Sisu transactions from BoomTown to-do's—When this setting is enabled, Sisu transactions are created or updated when you complete the following actions 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—Do you have the setting "Create Sisu transaction on BoomTown category changes" enabled? If so, you can enable this setting to prevent changes from occurring in Sisu when you change the lead's BoomTown category to "pend."

    • Block setting Closed date/category from BoomTown—Do you have the setting "Create Sisu transaction on BoomTown category changes" enabled? If so, you can enable this setting to prevent changes from occurring in Sisu when you change the lead's BoomTown category to "close."

  9. Click Finish. This turns on the BoomTown integration with Sisu.

Migrating from the BoomTown 1.0 Integration to BoomTown 2.0

*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.

  1. Log into Sisu as an admin.

  2. Go to my.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. In the upper-right corner of the screen, click Configure. This opens the integration wizard.

  7. Click Next.

  8. Scroll down to the BoomTown Configuration heading and click the BT Connect button.

  9. Adjust your configuration settings as desired.

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

  10. Click Finish.

Reconfiguring Your Settings after Setting Up the Integration

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 Activities Specific to BoomTown

When the setting Create Sisu lead measure activities from BoomTown usage is enabled, we will automatically track 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 these Activities by going to Admin > Team Settings > Activities.

These BoomTown 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?