CRM integration

Connect Zoho CRM deals to worker assignments and pay

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.

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Zoho CRM logo Zoho CRM
Wingspan

Connect the work to the payment

  • Zoho CRM

    Deals

    Wingspan

    Engagement templates and assignments

  • Zoho CRM

    Vendors

    Wingspan

    Contractors (payees)

  • Zoho CRM

    Custom Readiness Properties on Vendors (Custom Fields)

    Wingspan

    Requirements and eligibility

Choose which records sync and when they move. Your team stays in control of work review and payment approval.

Fast worker onboarding

A won deal in Zoho CRM sets up a work template in Wingspan. Each placement becomes a worker assignment. Workers receive self-service invites to finish required checks. Contractors can start work once approved. You avoid typing scope terms twice.

Verified check status in CRM

Your team checks onboarding progress right in Zoho CRM. Wingspan sends status flags for required checks on each worker assignment. You see when a worker is ready for work.

Controlled pay and approvals

Approved contractor work details fill Wingspan work logs. Known amounts create direct payables. Choose one path for each cost. Purchase orders supply budget and scope. They do not release money. Finance gives payment approval in Wingspan.

How Zoho CRM works with Wingspan

Zoho CRM tracks sales leads, customer accounts, and deals. When you close a client deal, you often need workers to deliver the project. Wingspan connects those client deals to worker records and pay. In Wingspan, each worker record is called a payee. Worker is our umbrella term. Worker types include Contractor and W-2.

Each worker type follows its own path. Contractors complete W-9 forms and tax checks. W-2 workers complete tax withholding forms. They receive pay statements through employee payroll runs with taxes withheld. Creating a worker record is the first step. You then invite the worker. Next, you link an account and review checks. When your rules allow it, contractors can receive pay without a linked account. That rule does not apply to W-2 workers.

Work and pay stay under your control. When you approve contractor work logs, Wingspan creates one amount owed. The contractor sees an invoice. Your team sees a payable. Reviewing work is not approving pay. Finance gives separate payment approval before pay runs. The bank sending the pay confirms when it processes the transfer. That step does not prove the worker’s bank posted funds yet. Client bills in Zoho CRM stay separate from the bills you owe.

Start with the records you already use

Deals
Tracks sales stages, deal values, and project scopes.
Vendors
Stores vendor names, contacts, and service types.
Purchase Orders
Tracks vendor scopes of work and project budgets.
Invoices
Tracks client bills for finished project work.
Purchased Items
Lists line items, rates, and units on purchase orders.
Custom Contractor Module (Custom Module)
Holds approved 1099 worker records apart from sales leads.
Custom Readiness Properties (Custom Fields)
Shows worker check status on CRM records.

Sync options

Choose which tool holds each record. Set the changes that sync between them. Connect your records to the Wingspan workflows below.

Deals

Engagement templates and assignments

Zoho CRM to Wingspan

Closed-won deals in Zoho CRM create work templates in Wingspan. A work template sets the scope and rates. Coordinators then create worker assignments for each contractor placement under that scope. You do not have to type contract terms twice.

Vendors

Contractors (payees)

In both directions

Selected contractor vendors sync to Wingspan worker records. Each record is called a payee. Vendors follow the Contractor path. W-2 wages use employee payroll records. Creating a record and sending an invite are separate steps.

Custom Readiness Properties on Vendors (Custom Fields)

Requirements and eligibility

Wingspan to Zoho CRM

Wingspan tracks required checks for each assignment. Your team selects checks, such as tax forms or insurance. Readiness status flows to Zoho CRM custom fields. Managers see who is ready for that work.

Purchased Items

Work logs and work items

Zoho CRM to Wingspan

Purchase order lines supply scope and agreed rates. Approved contractor work fills Wingspan work items. A work log groups them for one assignment. Approving it creates one amount owed. The contractor sees an invoice. Your team sees a payable. Finance gives separate payment approval.

Purchase Orders

Payables

Zoho CRM to Wingspan

Approved contractor amounts create direct payables in Wingspan. Work details also enter through work logs. Pick one path for each cost. A purchase order alone does not prove work is complete. Finance gives payment approval before a contractor payroll run pays it.

Invoices

Client invoices and payers

Reference or reporting

Zoho CRM Invoices track bills sent to clients. Wingspan links those client bills to client work templates. This links client income to worker costs for reports. Client bills and bills you owe stay separate. Getting paid by a client does not trigger worker pay on its own.

Custom Payout Properties on Deals (Custom Fields)

Payment status and references

Wingspan to Zoho CRM

Wingspan sends pay updates to custom fields on the Zoho CRM deal. It records when pay is sent in a payroll run. The sending bank confirms when it processes the transfer. That step does not prove the worker’s bank posted funds yet. Operations sees project cost updates.

Integration workflows

01

Deal closing to contractor onboarding

A sales deal moves to closed-won in Zoho CRM.

A won deal in Zoho CRM supplies a work template in Wingspan. Coordinators add worker assignments for each contractor, linked to worker records called payees. Invites start onboarding with required checks such as W-9 forms and insurance. Wingspan sends assignment readiness to Zoho CRM so managers can track which checks passed review.

02

Purchase order signoff to contractor payable

A manager approves contractor work or an agreed amount.

A manager approves contractor work under a Zoho CRM purchase order. Work details fill a Wingspan work log. A known amount creates a direct payable. Choose one path for each cost. Approving a 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. Pay status flows back to Zoho CRM.

03

Correlated client billing and contractor pay

A team creates a client bill in Zoho CRM.

Your team finishes project work and creates a client bill in Zoho CRM. Wingspan links that bill to the client work template. It also tracks the linked bills you owe to workers. Client bills and worker pay stay on separate tracks. A client payment does not release worker pay on its own. Finance must approve contractor pay before a payroll run. Once pay runs, status updates sync to Zoho CRM custom fields. This helps your team track project profit.

Plan your integration

Separate workers from CRM leads

Set filters to select the worker records to sync, keeping customer leads separate from your worker roster. In Wingspan, each worker record is called a payee. Preserve its Contractor or W-2 type so onboarding and pay follow the correct path.

Set access to shared worker data

Choose the worker details and assignment readiness fields to share with Zoho CRM. Define access for your CRM teams and review any tax, banking, or document requirements when setting up the sync. Managers use readiness updates to track required checks for each assignment.

Separate work review from payment approval

A signed purchase order sets scope and budget. It does not prove work is complete or release money. Approved contractor work fills work logs or direct payables. Choose one path for each cost. Finance gives separate payment approval in Wingspan.

How the worker lifecycle fits

Connect worker records from hire to pay. Choose the Contractor or W-2 type and keep the right checks for each.

Workers and worker types
Selected contractor vendors map to Wingspan worker records. Each record is called a payee. W-2 workers use their own payroll path.
Engagements and assignments
Won deals in Zoho CRM create work templates in Wingspan. Single roles map to worker assignments under that scope.
Requirements and eligibility
Wingspan tracks required checks on each worker assignment. These include W-9 forms and insurance. Status flags sync back to Zoho CRM custom fields.
Work logs and approved work
Approved contractor work fills Wingspan work logs. Purchase order lines supply scope and rates. Approving a log creates one amount owed. The contractor sees an invoice. Your team sees a payable.
Payables
Known contractor amounts create direct payables. Work logs supply another path. Use one path for each cost. Finance gives payment approval before money moves.
Client invoices
Zoho CRM Invoices track client bills. Wingspan links those client bills to client work templates. Client bills stay separate from bills you owe.
Payments and payouts
Wingspan sends pay in contractor payroll runs. The sending bank confirms when it processes pay. That does not prove the worker’s bank posted funds yet. Status updates sync to Zoho CRM.
Tax forms and reporting
Manage worker tax forms and reporting in Wingspan. Define the tax reporting fields and access rules your Zoho CRM team needs when setting up the sync.

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