CRM integration
Connect HubSpot CRM to Wingspan worker staffing and pay. Won deals supply scope for engagement templates and assignments. Selected workers keep their Contractor or W-2 type. Track onboarding progress and payment status in HubSpot. Client billing and worker pay use separate approvals.
HubSpot CRM 
Connect the work to the payment
HubSpot CRM
Deals
Wingspan
Engagement templates and assignments
HubSpot CRM
Worker records (custom object)
Wingspan
Worker records (payees)
HubSpot CRM
Contact readiness (custom properties)
Wingspan
Requirements and eligibility
Choose which records sync and when they move. Your team stays in control of work review and payment approval.
A won deal shares scope and dates with Wingspan. Your team selects an engagement template and adds worker assignments. Each assignment links one worker to the work. Keep their Contractor or W-2 type. Invite workers to finish onboarding. Your team spends less time retyping deal details.
Track onboarding progress in HubSpot with status flags from Wingspan. Managers see which required checks still need review and whether a worker is ready for the selected assignment.
Keep client bills separate from worker pay. HubSpot tracks sales deals and client invoices. Wingspan manages agreed rates, bills you owe, and payroll runs. Contractors get paid for approved work. W-2 employees get paid with taxes withheld.
HubSpot CRM tracks client contacts, sales pipelines, and client bills. When you win a deal, you need to staff the work fast. The integration links HubSpot to Wingspan with clear steps. HubSpot manages client sales. Wingspan manages worker records, onboarding checks, and pay.
In Wingspan, a worker record is called a payee. You choose the worker type for each hire. A worker can be an independent contractor or a W-2 employee. Contractors get payables for approved work. A payable is an amount you owe to a worker. W-2 employees get pay statements through payroll runs with tax withholding.
Client bills in HubSpot track money coming in. Worker pay in Wingspan tracks money you owe. You pick the sync triggers that fit your team.
Choose which tool holds each record. Set the changes that sync between them. Connect your records to the Wingspan workflows below.
Engagement templates and assignments
HubSpot CRM to Wingspan
A won HubSpot deal supplies project scope and dates. Your team selects a Wingspan engagement template. Each assignment links one worker to that template. Workers keep their Contractor or W-2 type. Deal details support work setup without retyping.
Worker records (payees)
In both directions
Approved workers in your HubSpot custom object sync to Wingspan worker records. Keep the selected Contractor or W-2 type on each record. Wingspan sends onboarding status back to HubSpot.
Requirements and eligibility
Wingspan to HubSpot CRM
Wingspan updates HubSpot custom fields with assignment readiness. An engagement template sets required checks. Each worker assignment tracks its own checks. Teams see who is ready for that work. Passing one check does not clear every job.
Work logs and work items
HubSpot CRM to Wingspan
HubSpot deal line items supply scope and price details. They guide work items in Wingspan. A work log groups contractor work for review. A rate card holds agreed prices. Approving the log creates one amount owed. The contractor sees an invoice. Your team sees a payable.
Payables
HubSpot CRM to Wingspan
Approved contractor milestones supply work details or known amounts. Work details fill a work log. Known amounts create direct payables. Pick one path for each cost. Finance gives separate payment approval. Approved payables join a contractor payroll run.
Client invoices and payers
Reference or reporting
HubSpot client invoices link to client billing context in Wingspan. Each bill belongs to a client payer and client engagement. Your team compares client income with worker costs. Client billing and worker pay use separate controls.
Payment status and references
Wingspan to HubSpot CRM
Wingspan sends payment status to HubSpot custom fields for project cost tracking. Paid is a status in Wingspan. Deposit confirmation means the sending bank finished processing. It does not prove the worker's bank posted funds.
01
A sales deal moves to Closed Won.
A won HubSpot deal shares project details with Wingspan. Your team selects an engagement template and adds worker assignments. Each worker keeps their Contractor or W-2 type. Invite workers to finish onboarding. Contractors complete contractor tax forms. W-2 workers complete employee payroll setup. Wingspan shares readiness for each assignment. Managers see who is ready for that work.
02
A manager approves contractor work in HubSpot.
A manager approves a contractor milestone in HubSpot. Work details fill a Wingspan work log. A known amount creates a direct payable. Choose one path for each cost. Approving a work log creates one amount owed. The contractor sees an invoice. Your team sees a payable. Finance gives separate payment approval. A contractor payroll run pays approved payables. Payment status flows back to HubSpot.
03
Your team reaches a client billing milestone.
Your team creates a HubSpot client invoice for agreed work. Link it to the client payer and client engagement in Wingspan. Compare client income with worker costs. Review client bills and worker pay separately. Wingspan shares payment status with HubSpot. Deposit confirmation means the sending bank finished processing. It does not prove the worker’s bank posted funds.
Set filters to select the worker records your team wants to sync. Teams use custom objects or filtered lists in HubSpot. When a worker syncs to Wingspan, you pick the worker type. A worker can be a contractor or a W-2 employee. Contractors complete W-9 forms and receive payables. W-2 employees complete payroll setup with tax withholding. This choice gives each worker the right checks and tax forms.
Choose which worker fields and status updates sync to HubSpot. Assignment readiness flags help managers plan work. Set access for any tax, banking, or document details your team includes in the CRM.
Choose one path for approved contractor work. Milestones supply work logs or direct payables. A completed deal task does not send money. Finance gives separate payment approval in Wingspan. Approved payables join a contractor payroll run. W-2 workers follow the employee payroll path.
Connect worker records from hire to pay. Choose the Contractor or W-2 type and keep the right checks for each.
CRM
Connect Salesforce CRM to Wingspan. Use won deals to set up work templates and worker assignments. Track onboarding checks and bill your clients. Manage contractor payables and W-2 payroll with clear approvals. Keep sales, client billing, and worker pay linked.
Explore integration
CRM
Connect Microsoft Dynamics 365 with Wingspan. Link client deals to worker assignments. Contractor bills sync with Business Central purchase invoices. W-2 payroll costs post to journal lines. Payment records help match your books.
Explore integration
CRM
Connect Zoho CRM deals with Wingspan work and pay. Won deals supply scope for engagement templates and assignments. Selected worker records keep their Contractor or W-2 type. Client invoices stay separate from contractor payables. Finance approves payment before money moves.
Explore integrationBring worker records, work review, and payments together. We’ll help you set up the flow your team needs.
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