Disable any CRM already sending Leads into Structurely.
This integration 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 your CRM to Structurely.
Note: This integration will scan Structurely every five minutes for new messages in ongoing conversation updates between your Structurely ChatBot 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 and follow along:
Paste the Real Synch API Key in Structurely:
Click Close:
Next, click Instructions on your Target CRM and follow along:
Click Verify, Connect, and Close:
Click Next and Activate:
Note: When integrating into BoomTown, you have the ability to create Tasks for Leads in your Integration's Target Options.