Topics in this article:
It's ESSENTIAL that you do each of these 4 prerequisites before turning on your integration!
1. Contact Us If You're Using Multiple BoomTown Websites
If you're running multiple websites in your BoomTown configuration, please reach out to Sisu first. It will require a 2-step setup process and some help from our support team. If you don't know if you have multiple websites, look for the drop-down shown in the screenshot below.
2. Be on the Right BoomTown Plan
To use the Sisu and BoomTown integration at no additional cost, you'll need to make sure you're on BoomTown's Grow or Advanced subscription plan. You can quickly tell if you're on this plan by going to your profile drop-down and selecting Integrations from the drop-down menu. If you don't see Sisu at the top of your Integrations center, you're on a Launch or Core subscription and need to pay a minimal integration access fee for access. Reach out to your BoomTown account executive to quickly add this integration.
3. Turn Off Other Integrations
If you are currently using a third-party provider in conjunction with Sisu and BoomTown (e.g., Real Synch, API Nation, or Zapier), please disable it before turning on this integration.
4. Compare BoomTown Users with Sisu Users
If the integration can't match a BoomTown user's email or name with a user in Sisu, the BoomTown user won't be mapped to a user in Sisu, which means their actions won't affect the integration.
Key Strategies For Success
Make Sure Your Settings Reflect the Correct Timezone
All your activity and logged dates will be based on your team timezone settings. Before you turn on your integration, make sure that the timezone is accurate.
Make Sure Everyone Understands Your Configuration Settings
You, your team, and your agents need to know the triggers that will move BoomTown clients into Sisu and create transactions. These triggers are determined by your configuration settings. To learn more about each of your configuration settings, check out this article in our Knowledge Base.