Structurely to Brivity Setup

Amanda

 

 

 

 

 

Before Setting Up Your Integration:

  • Disable any CRM already sending Leads into Structurely.

  • This integration must be bilateral (Structurely to Brivity and Brivity 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 Brivity to Structurely.

 

 

 

Setup Instructions:

 

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 Brivity.

 

  • Login to Realsynch and click + Add Integration:

  • Select Structurely as your Source and Brivity as your Target:

  • Click Instructions on Structurely and follow along:

  • Paste the Realsynch API Key in Structurely:

 

 

  • Click Close:

     

  • Next, click Instructions on Brivity and follow along:

  • Click Verify, Connect, and Close:

  • 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: Brivity to Structurely