Structurely to Real Geeks Setup

Amanda

 

 

 

 

 

Before Setting Up Your Integration:

 

  • Disable any CRM already sending Leads into Structurely.

  • This integration must be bilateral (Structurely to Real Geeks and Real Geeks 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 Real Geeks 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 Real Geeks.

 

  • Login to Real Synch and click + Add Integration:

  • Select Structurely as your Source and Real Geeks as your Target:

     

     

  • Click Instructions on Structurely and follow along:

  • Paste the Real Synch API Key into Structurely:

 

 

  • Click Close:

     

     

  • Next, click Instructions on Real Geeks and follow along:

     

  • Go to this site: https://leadrouter.realgeeks.com/dev/real-synch/grant/
    and login to Real Geeks

     

     

     

  • VERY IMPORTANT: The hexadecimal number below the slider is your UUID. Copy it, click Save, and then paste it into the Setup under UUID to complete your setup.

     

     

  • Click Verify and Close:

     

     

  • Click Next and Activate:

 

 

 

 

 

Setup: Real Geeks to Structurely