Structurely

Best practice for what to put in your Homechat account settings

Agency/Company Info Settings

Nope! You get your very own Structurely AI Assistant Phone Number with the local area code of your choice 🤗

Do you use my existing cell phone number to respond to leads?

You can invite other reps/agents to join your Structurely account by clicking on the building icon (Organization) in your account

How can I add new users to Structurely?

Best practice for choosing Structurely AI Assistant's name in Structurely

How do I choose my AI Assistant's name?

No, any contact made outside of Homechat, either by phone, email, or separate text will not be known to us.

If I contact the lead outside of Homechat will Structurely AI Assistant know?

Did you know? You can manually add a lead into your Structurely account via HomeChat at any time!

Manually Creating Leads via HomeChat

Here's how your Structurely AI Assistant will notify you

Notifications

Interested in making + receiving voice calls using your Structurely AI Assistant's phone number? Here's how that works!

Outbound & Inbound Voice Calls via Structurely

Upload your non-CRM leads directly into your Structurely account!

Uploading Leads via HomeChat

What if I changed CRMs?

Best practice for muting the lead in Structurely

When should I mute my AI Assistant?

Emma Holmes

Jesslyn Prohaska

Nate Joens

FAQ's + Setup

Setting up supported integrations within Structurely

Integrations

Connect BoomTown and Structurely with the following steps

BoomTown + Structurely Integration Overview

Setup your Structurely AI Assistant to respond to your BoomTown Leads

BoomTown Lead Responses

Need to setup a BoomTown Gmail Filter instead of using their CRM forwarding? Use this guide!

BoomTown (Gmail Filter)

Setup your Structurely AI Assistant to respond to your Boomtown leads via an Outlook filter

Boomtown (Outlook Filter)

BoomTown

Step 1 of setting up your FUB + Structurely integration

STEP 1: Entering your Follow Up Boss API Key and configure Field Mapping

STEP 2: Set up Follow Up Boss Structurely embedded app

Structurely's Tagging System Within Follow Up Boss, Explained

STEP 4: Understanding Structurely Stage Tags in Follow Up Boss

Follow Up Boss

Connect your HubSpot + Structurely accounts to level up ✨

HubSpot + Structurely Integration Overview

HubSpot

Connect LeadPerfection and Structurely using the following steps

LeadPerfection+ Structurely Integration Overview

LeadPerfection

Connect Market Sharp and Structurely [...]

Market Sharp (v2) + Structurely Integration Overview

Market Sharp (v2)

Connect your Salesforce CRM to Structurely

Salesforce + Structurely Integration Overview (Legacy)

Salesforce + Structurely Integration Overview

You've installed and connected Structurely for Salesforce - now get a conversation started with your records

Starting and managing an AI conversation from Salesforce

Managing Enrollment Tags in Salesforce + Structurely

Salesforce

Set up your Structurely AI Assistant to respond to your new Brivity leads

Brivity (Gmail Filter)

Send your lead conversation and data from Structurely back to Chime to stay in sync

Chime CRM Integration Sync

Sync your LionDesk leads with Structurely AI Assistant

LionDesk CRM Integration Sync

Setup your Structurely AI Assistant to respond to your Real Estate Webmasters leads

Real Estate Webmasters

Set up your Structurely AI Assistant to respond to your Sierra Interactive leads

Sierra Interactive

Send your lead conversations and copy lead assignment rules between Structurely and Sierra Interactive

Sierra Interactive CRM Integration Sync

Home Advisor Outlook Filter

Other CRMs & Lead Sources

Home

Contact

Case Studies

Find answers and get help from Intercom Support and Community Experts

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