๐Ÿ‘‹ ย Let's get Holmes setup with your Sierra Interacative account.

๐ŸŒŸ (TL;DR)๐ŸŒŸ
You'll simply need create a filter in your Gmail account to forward your Sierra Interactive lead notification emails to your first.last@structurely.me email (found in your Holmes dashboard)

Here's how to get setup:

๐Ÿ‘‰ ย Login to your Gmail account and click the "Gear" icon in the top right and select "Settings" ๐Ÿ‘‡ ย 

๐Ÿ‘‰ ย Click on the "Forwarding and POP/IMAP" tab, then select the "Add a Forwarding Address" button ๐Ÿ‘‡ ย 

๐Ÿ‘‰ ย Enter your first.last@structurely.me email address in this box. ๐Ÿ‘‡ ย 

๐Ÿ‘‰ ย Click "Proceed" ๐Ÿ‘‡ย 

๐Ÿ‘‰ ย Click "Ok" ๐Ÿ‘‡ย 

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โ— NOTE: We will need to confirm this step before you can move on the the next. Please shoot us a message via the floating live chat bubble in the bottom right and we will confirm this for you ASAP โ—ย 

๐Ÿ‘‰ ย Enter your verification code and click "Verify" ๐Ÿ‘‡ย 

๐Ÿ‘‰ Ensure that "Disable forwarding" is selected! ๐Ÿ‘‡ย 

๐Ÿ‘‰ ย After we've verified the above step, go to your Gmail account and click on "Gear" icon and select "Settings" ๐Ÿ‘‡ ย 

๐Ÿ‘‰ ย Click the "Filters and Blocked Addresses" tab ๐Ÿ‘‡ ย 

๐Ÿ‘‰ ย Scroll to the bottom and click "Create a new filter" ๐Ÿ‘‡ ย 

๐Ÿ‘‰ ย Copy the screenshot below. ย ๐Ÿ‘‡ ย 


COPY:

From: ย  ย notification@agentofficemail.com OR leadassignment@agentofficemail.com

๐Ÿ‘‰ ย Select the boxes as shown below, then click "Create Filter" ๐Ÿ‘‡ ย 

โ— NOTE: The first 2 boxes are optional, but the 3rd is required โ—ย 

๐ŸŽŠ ย Nice job, your Sierra Interactive leads will now be responded to by Holmes!

Okay, so here's how to make sure it's working

Go to a contact form that funnels to your Sierra Interactive account on your website and fill out the lead inquiry form.

Please use your own name and phone number to fill out this test form. ๐Ÿ˜…ย 

๐Ÿ‘ ย You should have now received a response from Holmes via SMS through your Holmes Phone Number to the number you filled out.

You should also see a new lead in your Holmes Dashboard with the lead's contact details and with the message Holmes responded with.

Tell us if it didn't work!

If you aren't receiving a response from Holmes, or don't see the new lead in your Holmes dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page ๐Ÿ˜ƒ

Or you can send an email to isidora@structurely.com and I'll get back to you!

Happy closings!

๐Ÿš€ The Structurely Team

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