Setup Instructions (Structurely to CRM):

Note: this synch will scan Structurely every five minutes for new messages in ongoing conversation updates between your Structurely SynchBot and Leads.

  • Login to Real Synch and click + Add SynchBot:
  • Select Structurely as your Source and a Target CRM:
  • The Source and Target each have links for Instructions. Click and follow along:
  • Click Verify and Close:
  • Next, click Instructions on your Target CRM and follow along:
  • Click Verify and Close:
  • Both Source and Target connections should now display as Verified > Click Next and Activate:

Setup Instructions (CRM to Structurely):  

Note: This synch will enable a CRM User to stop the conversation between the SynchBot and Lead by adding a Tag “MuteHolmes” to the Contact in the CRM. It is also worth nothing that when a Lead is created in your CRM, it will automatically appear in Structurely.

  • Login to Real Synch and click + Add Synch:
  • Select a Source CRM and Structurely as your Target:
  • The Source and Target each have links for Instructions. Click and follow along, as you did installing your previous SynchBot.
  • Click Next and Activate:
  • Finally, add the MuteHolmes Tag in your CRM to enable Users to Mute/Stop the Structurely ChatBot conversation. Please see your CRM provider documentation for steps and instructions on how to add a Tag.

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