πŸ‘‹ Manage every part of Structurely, right within FUB

🌟 (TL;DR)🌟
Integrate Structurely + FUB - then Enable the embedded app in FUB

The Structurely + FUB integration (v2) lets you:

  • Send leads into Structurely from FUB with a Tag

  • Mute Structurely by removing a Tag in FUB

  • See Structurely convos in FUB

But what the integration alone DOESN'T do is;
let you respond via Structurely from FUB

That's what the Structurely + FUB embedded app is for

❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗

The FUB + Structurely V2 integration MUST be configured to use the Embedded App

❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗

Getting Started with the Structurely FUB Embedded App

πŸ‘‰ Ensure the Structurely FUB v2 integration is toggled on here πŸ‘‡

πŸ‘‰ Go to your FUB account > integrations > click Structurely (at the bottom) πŸ‘‡

πŸ‘‰ Click "enable" πŸ‘‡

🎊 You've successfully connected the Structurely FUB Embedded App 🎊

Enrolling a Lead into Structurely

πŸ‘‰ In FUB, you'll now see the Structurely Embedded App on the People and Inbox pages πŸ‘‡

you may need to drag the app around on the right-hand panel to move it higher up

πŸ‘‰ You can enroll leads into Structurely manually, from the dropdown in the Embedded App πŸ‘‡

The values in the conversation dropdown are only default scripts Structurely supports - other scripts can be triggered via Tags in FUB for custom use cases

πŸ‘‰ Once you've clicked "Start Conversation" you will see the specific conversation as a FUB Tag, along with "Structurely: Active" indicating the conversation has started with that leadπŸ‘‡

❗ NOTE: Your Structurely lead delay will cause the lead to appear as though nothing is happening for a minimum of 1 minute ❗

πŸ‘‰ Once the first Structurely message goes out - you'll see it in the Embedded App as well as as a note in the FUB lead activityπŸ‘‡


πŸ‘‰ When a lead responds, you can see their message in the Embedded App, in the lead activity timeline, and a tag "Structurely: Responded" is addedπŸ‘‡

πŸ‘‰ You can jump into a conversation at any time by typing your response in the Embedded App and sending your message - this will automatically remove the "Structurely: Active" tag from FUB, thus muting the AIπŸ‘‡

❗ ❗ ❗

When sending your reply via the Structurely Embedded App, your response will be sent through your Structurely Phone Number.

If you reply to your lead via FUB, it will be sent via your FUB Phone Number

❗ ❗ ❗

πŸ‘‰ View additional details extracted from the conversation in the Details tab of the Embedded App - or look at the Tags Structurely adds to FUB to categorize leads into specific qualification stagesπŸ‘‡

Enrolling Leads into Structurely in bulk and automatically

πŸ‘‰ You can still bulk enroll leads into Structurely by adding a Tag to the leads you wantπŸ‘‡

πŸ‘‰ Or you can set up leads to be automatically enrolled into Structurely using FUB Action PlansπŸ‘‡

πŸ‘‰ Then you will add that Action Plan to the Lead Flow(s) that you want to automatically enroll leads into StructurelyπŸ‘‡

🎊 And that's it - all leads can be enrolled into Structurely using FUB Tags, or via the Structurely Embedded App - where they can then be managed 🎊

❗ ❗


On to Step 3: Setting up Automations in FUB for Structurely


❗ ❗

Have a Question?

Send an email to help@structurely.com and we'll get back to you!

Happy closings!

πŸš€ The Structurely Team

Did this answer your question?