CRM Integration
Your CRM, actually up to date.
Connect your CRM and Worthington keeps contacts, tasks, and pipeline stages in sync: no manual entry.
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How it works
01
Connect your CRM in a few clicks. Just authorize the integration and you're done.
02
Contacts, notes, and tasks created in Worthington sync to your CRM, and updates in your CRM flow back to Worthington.
03
Lead stage changes and task completions stay in sync both ways. Your CRM reflects reality.
The details.
Stop copy-pasting between your inbox and your CRM.
- Two-way sync: changes in your CRM appear in Worthington, and vice versa.
- Tasks you create by voice, chat, or from email are written back to your CRM with the right stage and due date.
- Stage and category mappings are configurable to match your team's specific workflow.
Supported CRMs:
- Follow Up Boss: full two-way sync. Contacts, pipeline stages, notes, and tasks stay current in both directions.
- BoldTrail: full two-way sync. Same deep integration as Follow Up Boss.
- More CRMs coming soon.
Other CRMs, via BCC email alias:
- New leads only: Top Producer, LionDesk, Lofty, BoomTown.
- New leads and notes: HubSpot, IXACT Contact, Wise Agent, Salesforce.
- Worthington sends the relevant data straight to your CRM's BCC intake address, no direct integration required. Specific setup details are available when you connect your CRM in the app.
Jordan Kauffman
Synced moments ago
Stage, notes, and tasks — current in both directions.