Integrations Xperiencify Wortal CRM
Xperiencify + Wortal CRM

Connect Xperiencify and Wortal CRM to Build Intelligent Automations

Choose a Trigger

Xperiencify

When this happens...

Choose an Action

Wortal CRM

Automatically do this!

Enable Integrations or automations with these events of Xperiencify and Wortal CRM

Enable Integrations or automations with these events of Xperiencify and Wortal CRM

Actions

Add Student to a Course

Add Student to a Course

Add student to a existing course.

Search Student

Search Student

Retrieve the details of student by its email address.

Update Student Info

Update Student Info

Update a student’s details using their email address.

Remove Student From Course

Remove Student From Course

Remove the student from a specific course.

Remove Student From All Course

Remove Student From All Course

Remove a student from all courses.

Add Tag to Student

Add Tag to Student

Assign one or more tags to a student.

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Frequently Asked Questions

How do I start an integration between Xperiencify and Wortal CRM?

To start, connect both your Xperiencify and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Xperiencify triggers actions in Wortal CRM (or vice versa).

Can we customize how data from Xperiencify is recorded in Wortal CRM?

Absolutely. You can customize how Xperiencify data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xperiencify and Wortal CRM?

The data sync between Xperiencify and Wortal CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xperiencify to Wortal CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xperiencify and Wortal CRM?

Yes, you can set conditional logic to control the flow of data between Xperiencify and Wortal CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Xperiencify

About Xperiencify

Xperiencify is an online course platform that builds 8 psychological triggers into your course.

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Wortal CRM

About Wortal CRM

Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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