Structurely Integration

Structurely to Real Geeks Setup

Written by Amanda | Jun 14, 2022 10:06:53 PM

 

 

 

 

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 Realsynch and click + Add Integration:

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

     

  • Click Instructions on Structurely and follow along:

  • Paste the Realsynch 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:

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: Real Geeks to Structurely