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".

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