๐Ÿ‘‹ ย Let's connect your Structurely + Follow Up Boss accounts

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

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

Here's how to get setup:

๐Ÿ‘‰ ย Login to your FUB Account hereย 

๐Ÿ‘‰ ย Click on the "Admin" icon on the top. Then click on "More" and click "API" from the dropdown.ย 

๐Ÿ‘‰ ย Click "Create API Key"ย 

๐Ÿ‘‰ Name the API key Structurely and click "Create API Key" again.

๐Ÿ‘‰ Click "Copy" and then "Done"

๐Ÿ‘‰ ย Now, go to your Dashboard in Structurely.

๐Ÿ‘‰ Click on the "Settings Cog" on the left hand panel. Then click "Integrations".

Option 1: If you want to only sync data on YOUR PERSONAL LEADS only, select your name from the dropdown menu at the top of the screen. ๐Ÿ‘‡


Option 2: If you want to sync data on ALL YOUR BROKERAGE OR TEAM LEADS, select your brokerage from the dropdown menu at the top of the screen. ๐Ÿ‘‡

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

๐Ÿ‘‰ Toggle "On" the Follow Up Boss CRM Integration

๐Ÿ‘‰ Paste your API into the field and click "Submit"

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

Here's how it will look:

๐Ÿ‘‰ ย The Conversation transcript Structurely AI Assistant has with your lead will automatically be added as a "Note" to that lead in FUB ๐Ÿ‘‡ย 

ย 

Have a Question?!

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

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

Happy closings!

๐Ÿš€ The Structurely Team

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