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.

Checking Synced Data:
To determine what data is synced with your CRM, please refer to the integration guides provided below:

1. Xplan Integration Guide
2. Worksorted Integration Guide
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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