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LeadPerfection+ Structurely Integration Overview
LeadPerfection+ Structurely Integration Overview

Connect LeadPerfection and Structurely using the following steps

Emma Holmes avatar
Written by Emma Holmes
Updated over 6 months ago

Establish a connection to enroll your LeadPerfection prospects via Structurely workflows 🎊

  • Send leads directly from LeadPerfection to Structurely to engage

  • Trigger Structurely actions to enroll/mute based off events in LeadPerfection

TL;DR

You'll need a new LeadPerfection user and a Structurely account.

  1. Create a new LeadPerfection user account with the necessary APISecurity permissions:

    • AddCallHistory

    • AddNotes

    • GetCustomers2

    • GetLeadData

    • GetLeadsByCQDID

    • GetProspectData

    • GetSalesApptDispProd
      ​

  2. Log in to both of these accounts

  3. Go to your Structurely settings and connect your LeadPerfection account

  4. Request to fully activate Structurely's API integration

    ​

  5. Establish enrollment and/or mute workflows using "Lead Updated" and "Appointment Updated" events and trigger criteria from LeadPerfection 👇

Connect Structurely + LeadPerfection

Here's how to get setup:

👉 Create a new LeadPerfection user with the necessary permissions

You will want to ensure that the "APISecurity" settings within this LeadPerfection user have each of the following items allowed (checked):

  • AddCallHistory

  • AddNotes

  • GetCustomers2

  • GetLeadData

  • GetLeadsByCQDID

  • GetProspectData

  • GetSalesApptDispProd

The APISecurity settings can be found under "Security" ➡️ "User Access" 👇

From this page you will select the "Assign" button for the new user 👇

Within the new window that appears, switch to "Function Level Security" 👇

& select "APISecurity" from the dropdown on this tab 👇

Once the specified permissions are added, be sure to "Save" before closing!

  • AddCallHistory

  • AddNotes

  • GetCustomers2

  • GetLeadData

  • GetLeadsByCQDID

  • GetProspectData

  • GetSalesApptDispProd
    ​

👉 Login to your Structurely account here

👉 While staying logged in with Structurely, log into your new LeadPerfection user account here

👉 Once logged into both accounts, navigate to your Structurely CRM integrations page and toggle "on" the LeadPerfection option👇

⚠️ Not seeing LeadPerfection? ⚠️
​
Double-check that you have the "Home Improvement Industry" activated within your Structurely AI Settings page for the agency.

Input your LeadPerfection username, password, and Client ID* and click "Connect to LeadPerfection" on the pop-up window 👇​

*If you aren't sure of your Client ID, this can be found in the browser URL of your LeadPerfection login page, as shown below 👇

Once this process is complete, you will be sent back to the Structurely Integrations page - where you should now see that LeadPerfection has been successfully connected 👇

Request API access + update function permissions

​

⚠️ Have you requested to grant API access* for Structurely via LeadPerfection Support to fully activate the integration? ⚠️

If not, please do so now using the preset email template.

*Structurely's platform will show an error message if these permissions are not yet granted. If you believe your access should be authorized, try refreshing Structurely a couple times as there may be a slight delay.

This authentication/access will:

  • Let you see LeadPerfection leads inside of Structurely

  • Let you configure Structurely's AI using LeadPerfection status changes like disposition

  • Enable the ability to automate rehash for recent leads

Customize your Workflows for enrollment + muting

Visit "CRM Integrations" within your Structurely HomeChat once more to start customizing your first workflow 👇

👉 Select "Customize Workflow"

Workflows are listed in priority order (top-down), based on the first applicable scenario to trigger enrollment and/or muting. If there are no pre-existing workflows, the "Create" button will be the only option visible here 👇
​


👉 The 2 supported event types at the current moment are "Lead Updated" and "Appointment Updated" (choose from the dropdown).


👉 You will also need to choose a trigger that must be met in order to carry out the specified action.

(e.g. if an updated lead has a product name of X or if an appointment is updated with a disposition of Y.. or perhaps any lead updated from lead source Z)

👉 Last but certainly not least, you will want to select if these parameters are indicating that a lead should be enrolled (conversation started) or muted/unmuted (AI conversation paused/unpaused).

If the desired action is to "Mute" the AI conversation, be sure to toggle "on" the option for both Mute Text AI + Mute Voice AI

Read more about muting your AI Assistant here 🤫

👉 Once your desired criteria has been specified, be sure to confirm the creation of the workflow using the "Create Workflow" button. 🎉

--- --- --- 🛑 WARNING 🛑 --- --- ---


We do NOT recommend bulk enrolling your entire contact list at once (unless it is a very small list).

Doing so may result in an overwhelming number of follow up notifications suddenly flooding your team as Structurely's AI assistant qualifies those leads simultaneously (and passes along various questions that are too in-depth to be handled automatically).

Custom field mapping to sync LeadPerfection data fields within Structurely's text conversations ⌛

Coming soon!

🎊 You've just integrated Structurely + LeadPerfection, let's celebrate! 🎊

Questions, comments, concerns? Let us help!

Reach out to us directly at help@structurely.com and we will get back to you!

- 🚀 The Structurely Team

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