---
title: "Setup: CRM to Structurely"
description: How to set up a CRM to Structurely integration.
---

[Structurely Integration ](https://support.realsynch.com/structurely-integration)

# [Setup: CRM to Structurely](https://support.realsynch.com/structurely-integration/setup-crm-to-structurely)

 Written by [Amanda](https://support.realsynch.com/structurely-integration/author/amanda) | Jun 14, 2022 10:07:29 PM

 

 

 

 

# **Before Setting Up Your Integration:**

- Disable any CRM already sending Leads into Structurely.
- This integration *must* be bilateral (CRM to Structurely and [Structurely to CRM](https://support.realsynch.com/structurely-integration/setup-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 RealSynch and click *+ Add Integration:*

- 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*:

## **Activity And Filter Options**

- When you copy the RealSynch 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 check the *Lead Created* Box.

- To automatically start a conversation in Structurely when a tag is added, check the *Tag Added* Box.

- To filter Leads by Tags, Enter a specific tag (or list of tags).

- To filter Leads by Intents/Types, select from the dropdown menu (you may choose multiple). Options Are: Buyer, Seller, and Buyer/Seller.

- To filter Leads by Lead Sources, add them in the 3rd box (you may add multiple sources).

- To filter Leads by assigned Agent enter any Agent email addresses. Click Enter on your keyboard to add an email address to the filter list.

*******Note**: Add the ***MuteHolmes*** tag in your CRM to enable Users to Mute/Stop the Structurely ChatBot conversation by Adding this tag to a Contact (this will mute the AI Assistant). Please see your CRM provider documentation for steps and instructions on how to add a tag.

- Click *Next* and *Activate*:

Your integration is now active! You can access and update your Integration's *Source *and *Target Options* by clicking the wrench icon next to the *Source* and *Target* on the RealSynch dashboard.

 

# **[Setup: Structurely to CRM](https://support.realsynch.com/structurely-integration/setup-structurely-to-crm)**

 

 

[View full post](https://support.realsynch.com/structurely-integration/setup-crm-to-structurely)

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