Structurely to Sierra Setup
![](https://downloads.intercomcdn.com/i/o/304254111/7e62d36d5bb982f6b5cffd44/NewStructurely.png)
Purpose
This integration has 1 main purpose: to integrate conversation transcripts from Strucutrely chat Bot to the related lead in the CRM as Notes
Before Setting Up Your Integration:
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Disable any CRM already sending Leads into Structurely.
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This integration should be bi-directional - 1 integration to send Sierra Leads to Structurely and 1 integration to send Structurely Conversation transcripts to Sierra as Notes.
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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:
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Login to Real Synch and click + Add Integration:
![](https://support.realsynch.com/hubfs/Add%20Integration-jpg-Aug-24-2022-09-13-12-18-PM.jpeg)
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Select Structurely as your Source and Sierra as your Target CRM:
![](https://downloads.intercomcdn.com/i/o/409482411/79602273545004df04a60d33/ezgif.com-gif-maker.gif)
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Click Instructions on Structurely as your Source and follow along:
![](https://downloads.intercomcdn.com/i/o/249346610/7e35cb584ce5d400792a2d23/Screen+Shot+2020-09-24+at+10.23.57+AM.png)
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Click Connect Button for Structurely.
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Click Generate API key
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Copy API key
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On the integration Connect screen for Structurely click Close:
![](https://downloads.intercomcdn.com/i/o/264876375/950a2fedf0aa7782d5444d49/Animated+GIF-downsized_large.gif)
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Paste the Real Synch API Key in Structurely:
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Next, click Instructions on your Sierra Target CRM and follow along:
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To complete the connection process - click Verify then click Close:
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By Default 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 added to the related Sierra Lead as a single note. To change the default frequency:
Click Source Options and then Schedules, Then choose your polling frequency of 5, 10, or 15 minutes.
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Click Next at bottom right and then click Activate:
![](https://support.realsynch.com/hubfs/Structurely%20to%20Sierra%20Activate-jpg.jpeg)
Setup: Sierra to Structurely
![](https://downloads.intercomcdn.com/i/o/488907261/3c46338dbc9823c1df4263f3/Real+Synch+-+Logo-01.png)