This article walks you through everything you need to know to successfully connect BoomTown with Sisu; from required prerequisites to configuration options and best practices for ongoing success.
Topics in this article:
Required Prerequisites
⚠️ It is essential that all prerequisites below are completed before turning on the BoomTown integration. Skipping these steps can result in missing or incorrect data.
Contact Sisu If You Use Multiple BoomTown Websites
If your BoomTown account includes multiple websites, please contact Sisu Support before enabling the integration. This setup requires a two-step configuration process with assistance from our team.
If you’re unsure whether you have multiple websites, check for a website drop-down selector in your BoomTown account.
Confirm You’re on the Correct BoomTown Plan
The Sisu–BoomTown integration is included at no additional cost for teams on BoomTown Grow or Advanced plans. To verify your plan:
Open your BoomTown profile drop-down
Select Integrations
Look for Sisu at the top of the Integrations Center
If Sisu does not appear, you are likely on a Launch or Core plan and will need to pay a small integration access fee. Contact your BoomTown account executive to add access.
Disable Other Third-Party Integrations
If you are currently syncing BoomTown and Sisu using a third-party service (such as Real Synch, API Nation, or Zapier), that integration must be disabled before enabling the native Sisu integration.
Match BoomTown Users with Sisu Users
BoomTown users must match Sisu users by name or email address. If a BoomTown user cannot be mapped to a Sisu user, their actions will not sync and will not count toward Sisu activities or transactions.
Key Strategies for Success
The following strategies will help ensure a smooth setup and prevent common issues once the BoomTown integration is enabled.
Confirm Your Team Timezone
All synced activities and logged dates are based on your team timezone settings in Sisu. Before enabling the integration, verify that your timezone is set correctly. This can be completed by navigating to Admin > Team Settings > Profile.
Ensure Your Team Understands Your Configuration
Your configuration settings determine:
Which BoomTown actions create Sisu activities
When transactions are created or updated
How lead category changes impact Sisu data
Admins, team leaders, and agents should all understand these triggers before the integration goes live.
Connecting Sisu and BoomTown
Once all prerequisites are complete, follow the steps below to enable the integration.
In Sisu, navigate to Admin > Integration Hub.
Click the BoomTown tile.
Click Next.
Scroll to the BoomTown Configuration section.
Click BT Connect to connect your BoomTown account.
Configure all Activity settings
Create Sisu lead measure activities from BoomTown usage
When enabled, certain actions in BoomTown will increase Activity counts in Sisu. This also enables BoomTown-specific activities such as:BoomTown Emails
BoomTown Showings
For a full list of BoomTown actions that trigger Sisu activities, refer to this KB article. 📙
Update Sisu activities based on BoomTown contact categories
When enabled, only leads in selected BoomTown categories will count toward Sisu activities.ℹ️ This setting requires Create Sisu lead measure activities from BoomTown usage to be enabled.
Configure all Transaction settings
Create Sisu transactions on BoomTown category changes
Creates or updates Sisu transactions when a BoomTown lead category changes. This also allows transaction status updates in Sisu based on category changes.Create Sisu transactions on specific BoomTown categories
Select which categories (Hot, Pending, Qualify, Nurture, or Watch) will trigger new Sisu transactions.ℹ️ This setting requires Create Sisu transactions on BoomTown category changes to be enabled.
Create and update Sisu transactions from BoomTown to-do’s
Creates or updates Sisu transactions when the following BoomTown actions occur:Creating a Meeting to-do
Completing a Meeting to-do
Completing a Showing to-do
Create a BoomTown transaction from a Sisu transaction
Creates a transaction in BoomTown when a Sisu transaction reaches Pending status.Block setting UC date/status from BoomTown
Prevents Sisu updates when a BoomTown lead category changes to Pending.Block setting Closed date/category from BoomTown
Prevents Sisu updates when a BoomTown lead category changes to Closed.
Click Finish to enable the integration.
Reconfiguring Your Integration Settings
If you've already configured your BoomTown integration, you can still make changes to the settings at anytime by doing the following:
In Sisu, navigate to Admin > Integration Hub.
Click the BoomTown tile.
In the top-right corner of the screen, click Reconfigure.
Make any desired changes to your configuration settings.
Click Finish to update the integration.
Sisu Activities Specific to BoomTown
When the Create Sisu lead measure activities from BoomTown usage setting is enabled, Sisu automatically tracks BoomTown-specific activities.
BoomTown Conversations
BoomTown Dials
BoomTown Texts
BoomTown Emails
BoomTown Leads
BoomTown Appointments
BoomTown Showings
These activities:
Display by default in Sisu
Can only be updated via the BoomTown integration
Can be hidden by navigating to Admin > Team Settings > Activities.
BoomTown activities appear in:
Various Activity based reports
Using the BoomTown Contact URL Field
Once the integration is enabled, a field called BoomTown Contact URL becomes available for use on Sisu forms. This field allows agents to open the corresponding BoomTown Lead Profile directly from a Sisu transaction.
Adding the Field to a Form (Admins)
The BoomTown Contact URL field is not automatically added to any form(s); it must be manually added by navigating to Admin > Team Settings > Forms & Fields.
For steps on how to add a field to a form, refer to this KB article. 📙
Using the Field
Open a Sisu transaction that originated from BoomTown.
Select a form containing the BoomTown Contact URL field.
Scroll to the field and click the button next to the URL.
The BoomTown Lead Profile opens in a new tab.