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 we are offering the integration between Sisu and ActiveCampaign at no cost!
ActiveCampaign is a real estate transaction management platform that helps brokers and their agents manage their recruitment efforts.
How To Get Integrated
We are more than happy to set up this integration for you! This will require you to share your ActiveCampaign login credentials. If you'd like to go with this option just start a conversation with our team via the chat box in Sisu and request the ActiveCampaign integration. We will ask you to share you credentials with us via a secure link. Once provided our team can set up the integration ASAP!
If you'd prefer not to share your login credentials, that's okay too! You'll just need to complete the configuration steps listed below on your end and then share the API credentials with our team via the chat box in Sisu. The steps below will guide you through it!
Setting Up On Your Own? Here's How:
Configuration Steps
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 your Lead Sources in Sisu exactly or they will not sync.
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:
Please use exact spelling. Navigate: Manage > Tags
Appt Set
Appt Met
Recruited
Create a Test contact
For Sisu to set up your account properly you need to create a test contact and add the following attributes to the contact:
Add a Lead Source (be sure it exists and matches in Sisu)
Add Recruit type > b (New recruit)
Add a Tag - Appt Set
Share With Us
ActiveCampaign API Credentials
For ActiveCampaign to communicate with Sisu, we will need the API Credentials from ActiveCampaign. To access these in ActiveCampaign navigate to Settings > Developer:
Login to Sisu and start a conversation with our team via the chat box. Share with us the ActiveCampaign API URL and API Key as well as your selected Recruiting Agent (the user that will be assigned to all of the recruiting leads).
Test The Integration
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 have an issue you can remove all tags and reapply them; the Zap is activated on ActiveCampaign "Tag Added".