👋 Let's connect your Structurely + Follow Up Boss accounts
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 🎉
Here's how to get setup:
👉 Login to your FUB Account here
👉 Click on the "Admin" icon on the top. Then click on "More" and click "API" from the dropdown.
👉 Click "Copy" next to your "API Key" field 👇
👉 Now, go to your Dashboard. Click on the "Settings Cog" on the left hand panel. Then click "Integrations". Paste in your FUB API Key in the "Follow Up Boss API Key" field.
❗ If you want to only sync data on YOUR PERSONAL LEADS, paste in your Follow up Boss API Key in the "My Account" section ❗
❗ If you want to sync data on ALL YOUR BROKERAGE OR TEAM LEADS, paste in your Follow up Boss API Key in the "Agency" section. ❗ 👇
❗ NOTE: You will only see the "Agency" section if you are an Admin for a team or brokerage. ❗
👉 Don't forget to hit the "Save" button 😸
🎊 Nice job, your FUB lead data will now be synced back to your FUB CRM!
Here's how it will look:
👉 The Conversation transcript Structurely AI Assistant has with your lead will automatically be added as a "Note" to that lead in FUB 👇
❗ NEW - Mute Structurely AI Assistant in FUB
You can now Mute Structurely AI Assistant by simply adding / removing a tag labeled "Holmes Active" in FUB
👉 Every new lead will now be Auto-Tagged with "Holmes Active" 👇
👉 When the "Holmes Active" tag is active on a lead in FUB, Structurely AI Assistant will be unmuted, and actively respond to leads in HomeChat 👇
👉 Remove the "Holmes Active" tag to automatically Mute, or Claim the lead from Structurely AI Assistant, all within FUB👇
👉 Removing the "Holmes Active" tag automatically mutes Structurely AI Assistant in HomeChat👇
👉 You can Unmute Structurely AI Assistant by just re-tagging a lead with "Holmes Active" in FUB at any time
❗ This feature is supported through the FUB mobile app as well ❗
👉 Find the lead on mobile, then see if the "Holmes Active" tag is active in their profile👇
👉 Tap the Tags section, then click "Edit". You can then click the red minus icon to remove the "Holmes Active" tag and click Save - this will mute Structurely AI Assistant automatically all via FUB mobile app👇
Tell us if it didn't work!
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 firstname.lastname@example.org and I'll get back to you!
🚀 The Structurely Team