Structurely to Sierra Setup

Amanda

 

 

 

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:

  • Disable any CRM already sending Leads into Structurely.

  • 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.

     

  • 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:

 

  • Login to Realsynch and click + Add Integration:

  • Select Structurely as your Source and Sierra as your Target CRM:

 

  • Click Instructions on Structurely as your Source and follow along:

  • Paste the Realsynch API Key into Structurely:

 

  • Next, click Instructions on your Sierra Target CRM and follow along:

  • To complete the connection process - click Verify then click Close:

  • 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.

     

  • Click Next at bottom right and then click 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: Sierra to Structurely