When integrated with Salesforce, Wingman automatically logs calls and notes in Salesforce against relevant leads, contacts and opportunities.

To integrate Salesforce, you need to be a user who is both:

  • A Salesforce account admin

  • And a Wingman admin

Once complete, follow these steps:

  1. Go to https://app.trywingman.com/login and login into Wingman.

  2. Go to Workspace settings

  3. Click on integrations

  4. Connect Salesforce

If you do not see the option to Sync Salesforce, please reach out to support@trywingman.com or your account rep to enable it for your team.

Integrate Salesforce with Wingman

Once integrated, Wingman will push tasks to Salesforce after every call and associate them with the relevant leads, contacts and Opportunities in Salesforce.

Here's what that looks like in Salesforce:

The link to the call recording on Wingman will show up inside 'Tasks'. Consequently, the link will also appear in 'Opportunities', 'Contacts' and 'Accounts'

What kind of information is brought into Wingman from Salesforce?

  • For better context when viewing a call, Wingman displays:

    • The connected account with which the contact is associated

    • Deal value

    • Deal stage

    • Key stakeholder

  • All emails associated with the account

  • By making deal info and email conversations available in Wingman, users can:

    • Update deal properties right from Wingman. Only deal owners and managers can do this.

    • Segment and listen to calls by deal stage/value or key stakeholder

    • View email convos within Wingman and quickly trace back to exact words or topics discussed over email.

For help, write to us at support@trywingman.com or use the in-app chat widget on the bottom right of the screen.

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