XPM Integration - Socket - 10 February 2025
Simon Williams
6m
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Max
00:00
XPM Integration Setup
01:12
Client Matching & Linking
01:58
Proposal Creation Flow
04:11
Syncing Clients & Contacts
05:21
Disconnecting Integration
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How does winning a proposal push clients to XPM?
What is the purpose of the daily client deletion check?
Generate an SOP for XPM integration setup.
