CRM integration
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.
Salesforce CRM 
Connect the work to the payment
Salesforce CRM
Opportunities
Wingspan
Engagement templates and assignments
Salesforce CRM
Customer accounts
Wingspan
Client invoices and payers
Salesforce CRM
Orders
Wingspan
Work logs and work items
Choose which records sync and when they move. Your team stays in control of work review and payment approval.
A Closed Won deal shares project details with Wingspan. Your team selects a work template and adds worker assignments. An assignment is one worker’s job under that template. Keep each worker’s Contractor or W-2 type. Staff the project without retyping deal details.
Salesforce client accounts supply details for Wingspan invoices. Your team bills clients for agreed work. Contractor payables follow a separate review path. Finance approves each payable before payment. Linked records help you compare client income with worker costs.
Wingspan sends required-check status to Salesforce worker contacts. Your team sees completed checks and tracks readiness for each assignment.
Salesforce tracks client accounts, deals, and your sales pipeline. Use won deals to supply project details for Wingspan work templates and worker assignments. Your team chooses the sync rules that fit your business.
Wingspan manages worker records, called payees, along with checks and pay. Each record keeps its contractor or W-2 employee type. Contractors submit W-9 forms and receive payment for approved payables. W-2 workers use payroll with tax withholding.
Client billing links closed sales to worker costs. Your team sends client bills from Wingspan and reviews contractor payables separately. Linked Salesforce records show assignment readiness and payment progress.
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
Salesforce CRM to Wingspan
A Closed Won Opportunity sends project details to Wingspan. An engagement is a reusable work template. An assignment links one worker to that template. Your team chooses the template and workers. Each worker keeps their Contractor or W-2 type. Deal details supply dates and scope for the work.
Client invoices and payers
Reference or reporting
Salesforce Account data supplies client billing details in Wingspan. The selected client is the payer for your client invoices. Client billing stays separate from worker pay. Your team chooses which client records and fields sync.
Work logs and work items
Salesforce CRM to Wingspan
Salesforce order lines supply scope for Wingspan work. A work item records one task. A work log groups tasks for review. An active order does not prove work is done. Approving a contractor work log creates one invoice/payable. Finance gives separate payment approval.
Engagement templates and assignments
Reference or reporting
Signed contracts in Salesforce share dates and terms with Wingspan. This sets dates for work templates and client projects. Your team uses these terms to guide worker assignments. You make sure dates match contract terms before you assign workers.
Requirements and eligibility
Wingspan to Salesforce CRM
Wingspan shares readiness status on Salesforce worker contacts. The status reflects required checks for each assignment. Contractors use W-9 forms. W-2 workers use employee payroll forms. A completed check on one job does not clear every job.
Payables
Salesforce CRM to Wingspan
Approved contractor milestones send work details or agreed amounts to Wingspan. Work details fill a work log. A known amount creates a payable directly. Pick one path for each cost. Creating a payable does not release funds. Finance gives payment approval before a contractor payroll run pays it.
Payment status and references
Wingspan to Salesforce CRM
Wingspan sends pay updates to a custom Salesforce record so teams can track payment stages. Paid means Wingspan recorded the pay in the app. Deposit confirmed means the sending bank processed it. It does not prove the receiving bank posted funds. Finance matches these records to bank statements.
01
A sales deal moves to Closed Won.
Your sales team marks an Opportunity Closed Won. Deal details supply scope and dates in Wingspan. Your team selects an engagement template and adds assignments. Each worker keeps their Contractor or W-2 type. Workers finish the checks for their assignment. Wingspan sends readiness status to Salesforce. Managers see who is ready for that work.
02
A manager approves contractor work in Salesforce.
A manager approves a contractor milestone in Salesforce. Work details fill a Wingspan work log. A known amount creates a payable directly. Use 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. Wingspan sends payment status and references back to Salesforce.
03
Your team completes a client billing milestone.
A completed client milestone supplies details for a Wingspan client invoice. Your client is the payer on that invoice. Worker costs follow their own pay path. Contractors receive payment for approved payables. W-2 workers receive payroll wages with taxes withheld. Finance reviews client billing and worker pay separately. Linked records help your team track income and costs.
Choose the worker details and assignment readiness updates your Salesforce team needs. Define field access and review any tax, banking, or document requirements when setting up the sync.
Decide how to track workers in Salesforce before syncing. You can use standard contact records. You can also use a custom object. This keeps client contacts separate from workers. In Wingspan, a worker record is a payee. It is not a login account. You pick whether each worker is a contractor or a W-2 employee.
Work approval in Salesforce does not send money. Approved contractor milestones supply work logs or direct payables. Pick one path for each cost. Finance must give payment approval in Wingspan. 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 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.
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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