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:
Paste the Real Synch API Key in Structurel:
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
