Before Setting Up Your SynchBot:

  • Disable any CRM already sending Leads into Structurely.

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

  • Make sure all agents and brokerages that will be receiving leads have "Text Messaging" numbers assigned in Structurely under the "Lead Types" menu; if this is not setup for an agent, there will be no way to send Leads from Sierra to Structurely.

Setup Instructions:

Note: When a Lead is created in your CRM, it will automatically appear in Structurely.

  • Login to Real Synch and click + Add SynchBot:

  • Select a Source CRM and Structurely as your Target:

  • Next, click Instructions on your Source CRM and follow along:

  • Click Connect, Verify, and Close:

  • Then click Instructions on Structurely and follow along:

  • Click Connect, Verify, and Close:

  • When you copy the Real Synch API Key from Structurely, ensure that it is the API Key from the Agency section of the integrations page in your Owner/Admin account:

  • To automatically start a conversation in Structurely when a Lead registers, enable the Create when lead registers feature in your SynchBot's Source Options (if this feature is disabled, Leads will only synch when tagged):

  • If you would like to filter Leads by the specific Agents they are assigned to, simply add any Agent email addresses in the Filters section of your SynchBot's Source Options. Filtering by Agent email addresses will filter your synchs so that only Leads assigned to the Agents listed here will synch to Structurely (if no email addresses are added, no filtering will occur):

  • To import existing Leads from your CRM, add the upsert tag in your SynchBot's Target Options:

  • Finally, add the MuteHolmes tag in your CRM to enable Users to Mute/Stop the Structurely ChatBot conversation (this will mute the AI Assistant). You can unmute this anytime you want the ChatBot to take over again (please see your CRM provider documentation for steps and instructions on how to add a tag).

  • Click Next and Activate:

Setup: Structurely to CRM

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