All our Sisu Direct CRM integrations are designed specifically for our Real Estate platform. However, we have done our best to also make these integrations compatible with the Sisu Recruiting platform as well. Please review the following 3 limitations:
1. Sisu Teams must have separate CRM accounts for Real Estate and Recruiting tracking. If you only have 1 CRM account that you want connected to a RE Team AND a Recruiting team you MUST ensure there are no duplicate users.
2. Lead types must remain Buyer or Seller.
Leads/deals labeled Buyer will pass through as New Recruit (in the field Client Type)
Leads/deals labeled Seller will pass through as Experienced Recruit (in the field Client Type)
3. The stages/labels/dates that currently sync are...