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.
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:
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.