👋 Let's connect your Structurely + Sierra Interactive accounts
🌟 (TL;DR)🌟
You'll simply need to enter in your Sierra Interactive API Key in your HomeChat Dashboard > Integrations
If you're already sending your Sierra Interactive leads to Structurely for qualification, you can now send the lead qualification data and conversation transcript BACK to your Sierra Interactive CRM, automatically 🎉
Here's how to get setup:
👉 Login to your Sierra Interactive Account here
👉 Click on the "Settings Cog" icon on the top. Then click on "Integrations" in the drop down panel 👇
👉 Click on the "Sierra Interactive" in the Direct API Integrations settings 👇
👉 Click "Copy" in the Sierra Interactive pop over to copy your unique API Key
👉 Now, go to your Structurely Dashboard. 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. 👇
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. 👇
❗ NOTE: You will only see the "Agency" section if you are an Admin for a team or brokerage. ❗
👉 Toggle "On" the Sierra CRM Integration
👉 Paste your API into the field and click "Submit"
🎊 Nice job, your Sierra Interactive lead data will now be synced back to your Sierra Interactive CRM!
Here's how it will look:
👉 The Conversation transcript your digital assistant has with your lead will automatically be added as a "Note" to that lead in Sierra Interactive 👇
Lead Assignment
This integration will also allow Structurely to mirror your lead assignment and routing rules done in Sierra Interactive.
So if a lead is assigned to an agent in Sierra, that lead will also be assigned to the same agent (assuming they also have a Structurely account) in Structurely.
🚀
Tell us if it didn't work!
If you don't see your transcription history and other lead data synced back to your Sierra Interactive 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!
🚀 The Structurely Team