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).

  • 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: 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

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