Frequently Asked Questions
How do I sync Salesforce with Wingman?
Sign up for Wingman and you can sync Salesforce with a click during setup. Or we can help you configure relevant CRM fields to sync, as you please. Talk to us. :)
Can I import custom CRM fields to Wingman?
Yes! Wingman admin(s) can easily customize the list of Salesforce CRM fields Wingman syncs, so you get all the intel you need and none of the noise.
What data does Wingman sync with Salesforce?
Wingman syncs your accounts, contacts, leads, opportunities and emails from Salesforce. A recording link is automatically pushed back as soon as your meeting ends. Plus, you can edit key deal data—close date, value, deal stage, etc.—directly in Wingman and it’s synced back pronto.