๐Ÿ‘‹ ย Let's connect your Structurely + Chime accounts

๐ŸŒŸ (TL;DR)๐ŸŒŸ
You'll simply need to enter in your Chime API Key in your HomeChat Dashboard > Integrations

If you're already sending your Chime leads to Structurely for qualification, you can now send the lead qualification data and conversation transcript BACK to your Chime CRM, automatically ๐ŸŽ‰

Here's how to get setup:

๐Ÿ‘‰ ย Login to your Chime Account here

๐Ÿ‘‰ ย Click on the "Settings Cog" icon on the top. Then click on "Integrations" in ย the left hand panel. Scroll to the bottom of the integrations page and click "Copy" to on your API Key ๐Ÿ‘‡ย 

๐Ÿ‘‰ ย Now, go to your HomeChat Dashboard. Click on the "Settings Cog" on the left hand panel. Then click "Integrations".

If you want to only sync data on YOUR PERSONAL LEADS, paste in your Chime API Key in the "My Account" section

If you want to sync data on ALL YOUR BROKERAGE OR TEAM LEADS, paste in your Chime API Key in the "Agency" section. ๐Ÿ‘‡ย 

โ— NOTE: You will only see the "Agency" section if you are an Admin for a team or brokerage. โ—ย 

๐Ÿ‘‰ ย Don't forget to hit the "Save" button ๐Ÿ˜ธย 

๐ŸŽŠ ย Nice job, your Chime lead data will now be synced back to your Chime CRM!

Here's how it will look:

๐Ÿ‘‰ ย The Conversation transcript Aisa Holmes has with your lead will automatically be added as a "Note" to that lead in Chime ๐Ÿ‘‡ย 

ย 

โ— NOTE: The notes will be periodically updated every 15 mins automatically โ—

Tell us if it didn't work!

If you don't see your transcription history and other lead data synced back to your Chime CRM feel free to let us know via the little floating chat bubble!

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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