Structurely Integration

Setup: CRM to Structurely

Written by 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).

  • 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

 

 
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