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.

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Contact — Jordan Kauffman Synced

Stage Active Buyer CRM ↔ W

Pond New Leads CRM ↔ W

Last note Interested in 88 Oakdale. Viewing booked Thursday. CRM ↔ W

Task Send listing sheet — due Friday CRM ↔ W

Last synced moments ago · Next sync on activity

How it works

Connect your CRM in a few clicks. No technical knowledge needed — just authorize the integration and you're done.

Contacts, notes, and tasks created in Worthington sync to your CRM automatically — and changes in your CRM flow back into Worthington.

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, Top Producer, Ixact Contact.

Stop copy-pasting between your inbox and your CRM.

Connect your CRM once and let Worthington keep it accurate from there.