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LionDesk CRM Integration Sync
LionDesk CRM Integration Sync
Sync your LionDesk leads with Structurely AI Assistant
Nate Joens avatar
Written by Nate Joens
Updated over a week ago

πŸ‘‹ Β Let's connect your Structurely + LionDesk accounts

🌟 (TL;DR)🌟
You'll simply need to log in to LionDesk in your HomeChat Dashboard > Integrations

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

Here's how to get setup:

πŸ‘‰ Β Login to your Structurely Home Chat account here

πŸ‘‰ Β Go to the "Settings" tab > then "Integrations" (here) πŸ‘‡Β 

πŸ‘‰ Β Click on "Connect to LionDesk"

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

❗ Β If you want to sync data on ALL YOUR BROKERAGE OR TEAM LEADS, paste in your LionDesk API Key in the "Agency" section. ❗ πŸ‘‡Β 

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

πŸ‘‰ Β Login to your LionDesk account

πŸ‘‰ Β Allow Structurely permission to information your LionDesk account

πŸ‘‰ Β Don't forget to hit the "Save" button 😸 

🎊  Nice job, your LionDesk lead data will now be synced back to your LionDesk CRM!

Here's how it will look:

πŸ‘‰ The Activity Timeline and Custom Fields will be updated in your LionDesk CRM in realtime from the conversations Structurely AI Assistant hasΒ 

All data between Structurely + LionDesk will be synced in real time:

Tell us if it didn't work!

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

Or you can send an email to help@structurely.com and we will get back to you!

Happy closings!

πŸš€ The Structurely Team

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