Understanding Data Sync with CRM (Xplan/Worksorted)

Understanding Data Sync with CRM (Xplan/Worksorted)

Advice Revolution offers integration with popular CRM platforms like Xplan and Worksorted. This integration ensures a secured transmission of data between our platform, Xplan and Worksorted.

Synced Data

To understand the specific data points synced between Advice Revolution and your CRM (Xplan or Worksorted), please refer to the following integration guides:

Xplan Integration Guide
Worksorted Integration Guide

These guides provide detailed information about the data fields and information shared between the platforms.

Need more help?
For questions or clarifications about 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: May 14, 2024
Version 1.1




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