Connecting Your CRM to Advice Revolution

Connecting Your CRM to Advice Revolution

Discover how to seamlessly integrate your CRM with Advice Revolution.  This guide will walk you through the process step-by-step. 






Step 1: Access the Integrations Page
1. Open the Adviser tab in Advice Revolution.
2. Select Integrations.

Step 2: Choose Your CRM
1. Select either Xplan or Worksorted from the available options.

Step 3: Connect Your CRM
1. Locate your CRM URL site in the dropdown menu.
2. Select Connect in the action. 
3. If your Xplan URL site is unavailable, choose My Xplan site is unavailable and follow the on-screen instructions.
4. Click Allow to grant access.

Step 4: Confirm if the integration was successful
1. In the Integrations Page, your CRM integration should show CONNECTED. 


Need More Help?
Find out How to Use AR for Existing/Review Clients?


For questions or assistance regarding Advice Revolution CRM Integrations, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Zoom session with our team, kindly use this calendar to book the session.


Published on August 16, 2024
Version 1.1

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