Setup Instructions:

  • From your Real Synch dashboard, click + Add SynchBot:
  • Select a CRM as your Source and Evabot as your Target:
  • Click Instructions on the CRM icon and follow along:
  • Then click Connect, Verify, and Close:
  • Next, click Instructions on the Evabot icon and follow along:
  • Click Connect and fill in your API Key. Click Verify and Close:
  • Click the Target Options and select the price you want the synch to use (this can be changed at any time, but only one price can be defined for a given synch).
  • Click Next and Activate:

Your synch is now active! You can access and update your SynchBot's Source and Target Options by clicking the wrench icon next to the Source and Target on the Real Synch dashboard.


Features:

  • This SynchBot supports the Evabot Closed occasion.

  • The Gift link will send when the specified tag is added to a Lead and the Lead changes status to Closed.


Here is a demonstration of the SynchBot setup:


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