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:
Go to https://app.trywingman.com/login and login into Wingman.
Go to Workspace settings
Click on integrations
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.
Once integrated, Wingman will push tasks to Salesforce after every call and associate them with the relevant leads, contacts and Opportunities in Salesforce.
For help, write to us at support@trywingman.com or use the in-app chat widget on the bottom right of the screen.