We recognize how important it is for agents, teams, and administrators to not only eliminate duplicate data entry but also capitalize on the data in their other systems, which is why we are offering the integration between Sisu Recruiting 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
To integrate your ActiveCampaign account with your Sisu Recruiting platform please complete these 3 steps:
✅ Step 1: Create 2 Fields In ActiveCampaign
In ActiveCampaign navigate to Contacts > Manage > Fields > Add Field.
Type the field name: Lead Source.
Select Dropdown as the Field Type.
Enter each of your lead sources in the Options boxes. Be sure your ActiveCampaign Lead Sources match your Lead Sources in Sisu exactly or they will not sync.
Click Add.
See sample below:
In ActiveCampaign, navigate to Contacts > Manage > Fields > Add Field.
Type the field name: Recruit Type - (b=New/ s=Experienced)
Select Radio Button as the Field Type.
Enter 2 options in the Options boxes:
b
s
Delete option 3.
Click Add.
See sample below:
Both required fields:
✅ Step 2: Create 3 Tags In ActiveCampaign
In ActiveCampaign navigate to Manage > Tags.
Create the following Tags with the exact spelling:
Appt Set
Appt Met
Recruited
✅ Step 3: Send Us Your ActiveCampaign API URL, API Key & Recruiting Agent
In order for ActiveCampaign to communicate with Sisu we will need the API Credentials from your ActiveCampaign account.
In ActiveCampaign navigate to Settings > Developer:
In a separate browser, login to Sisu and start a conversation with our team via the chat box in the lower, right corner of the screen.
In the chat box, type or select Talk To Person to bypass our chat bot and speak with the Customer Success Team directly.
Copy/paste the ActiveCampaign API URL as well as the API Key into the chat.
Let us know who your preferred Recruiting Agent will be (the user that will be assigned to all of the recruiting leads).
Our team will take it from there! 🚀 We will keep you updated via the chat thread (which will also automatically send to your email as long as you're logged into Sisu) as we complete the steps on our end to build your integration.