Before Setting Up Your SynchBot:


  • Disable any CRM already sending Leads into Structurely.

  • This synch must be bilateral (Structurely to CRM and CRM to Structurely).

  • Ensure Twilio is setup for each agent in Structurely; if Twilio is not setup for an agent, there will be no way to send messages between your CRM and Structurely.


Setup Instructions:

Note: This synch will scan Structurely every five minutes for new messages in ongoing conversation updates between your Structurely SynchBot and Leads. All conversations logged with a Lead within that timeframe will be contained in a single note for each Lead in your CRM.

  • Login to Real Synch and click + Add SynchBot:
  • Select Structurely as your Source and a Target CRM:
  • Click Instructions on Structurely as your Source and follow along:
  • When you paste the Real Synch API Key in Structurely, ensure that it is in the Agency section of the integrations page in your Owner/Admin account:
  • Click Close:
  • Next, click Instructions on your Target CRM and follow along:
  • Click Verify, Connect, and Close:
  • Click Next and Activate:

Note: When synching to BoomTown, you have the ability to create Tasks for Leads in your SynchBot's Target Options.


Setup: CRM to Structurely


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