CRM Integration
Your CRM, actually up to date.
Connect your CRM and Worthington keeps your contacts, tasks, and pipeline stages in sync, no manual entry.
Book a Demo →
How it works
01
Connect your CRM in a few clicks. No technical knowledge needed, just authorize the integration and you're done.
02
Contacts, notes, and tasks created in Worthington sync to your CRM automatically, and changes in your CRM flow back into Worthington.
03
Lead stage changes and task completions stay in sync in both directions. Your CRM reflects reality.
The details.
- 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.
Stop copy-pasting between your inbox and your CRM.
Your pipeline, always current.
Connect your CRM once and let Worthington keep it accurate from there.
Book a Demo →