We recognize how important it is for agents, teams, and administrators to not only eliminate data entry but also capitalize on the data in their other systems, which is why the integration between Sisu and ActiveCampaign is free.
ActiveCampaign is a real estate transaction management platform that helps brokers and their agents manage their recruitment efforts.
Requirements
Configure ActiveCampaign
Add two custom fields:
Lead Source > %Source% - Lead Source should preferably be created as a Dropdown, see sample below.
Steps to create a dropdown field:Contacts > Manage > Fields > Add Field
Type the field name: "Lead Source"
Field Type > Dropdown
Enter each Lead Source in the Option boxes
Click Add
Be sure your ActiveCampaign Lead Sources match exactly your Sisu Lead Sources or they will not be added by the integration.
Recruit Type - (b=New/ s=Experienced) > %Recruit Type% . Type: Radio Button
Steps to create a Radio Button:
Contacts > Manage > Fields > Add Field
Type the field name: "Recruit Type - (b=New/ s=Experienced)"
Field Type > Radio Button
Enter the two options on the option boxes
Option 1 = b
Option 2 = s
Delete the Option 3
Click Add
Two required fields:
Add these three tags as a minimum
Please use exact spelling. Navigate: Manage > Tags
Appt Set
Appt Met
Recruited
Recruiting Agent
Provide the Sisu username and ID that be be assigned all the recruiting leads
Testing
Testing steps video (3 min)
Testing Steps
In ActiveCampaign, add a test contact
Add a lead Source and be sure it exist and matches in Sisu
Add Recruit type (b or s)
One at a time, add an ActiveCampaign Contact Tag and inspect Sisu after refresh
Appt Set > Refresh Sisu Recruit page
Appt Met > Refresh Sisu Recruit page
Recruited > Refresh Sisu Recruit page
If you had an issue, you can remove all tags and reapply them, the Zap is activated on ActiveCampaign "Tag Added".