Connect Wonit to your
CRM and accelerate deals
Sync your Salesforce, HubSpot, or Pipedrive instantly. Generate proposals from deal data, track engagement, and automatically update your CRM—all without leaving your pipeline.
Deal Context, Instantly
Pull deal details from your CRM directly into Wonit. Account owner, deal size, stakeholders, timeline—everything the AI needs to write smart proposals.
Automatic Deal Updates
Proposal engagement flows back to your CRM in real time. Move deals through stages, update notes, and trigger next actions automatically.
Your CRM, Supercharged
Wonit integrates seamlessly with the tools your team already uses every day. No disruption, only acceleration.
Seamless CRM Sync
Connect your Salesforce, HubSpot, Pipedrive, or other CRM—data flows automatically in both directions.
Intelligent Deal Context
Pull deal details automatically and let AI generate proposals tailored to each specific opportunity.
Track Proposal ROI
See which proposals drive the most positive CRM updates, so you can optimize your approach.
Close Feedback Loop
Update deal status, stage, and notes automatically based on proposal views and client interactions.
Supported Integrations
Connect to any major CRM or custom system via API.
Salesforce
Sync opportunity details, push proposals directly to records, and auto-update deal stages based on engagement.
HubSpot
Pull deal information, create proposals linked to deals, and track interactions in real-time.
Pipedrive
Fetch deal context, manage proposals within pipelines, and auto-advance stages on proposal acceptance.
Custom CRMs
Use webhooks and API connections to integrate with your internal or lesser-known CRM systems.
How It Works
Five simple steps from CRM to closed deal.
Connect Your CRM
Authorize Wonit to access your CRM (Salesforce, HubSpot, Pipedrive, or custom). Takes less than 2 minutes.
Auto-Pull Deal Data
When you create a proposal, Wonit automatically fetches deal details, company info, and stakeholder data from your CRM.
Generate Smart Proposals
With all the deal context, AI generates highly targeted proposals informed by CRM history and account details.
Track & Sync Outcomes
Monitor proposal engagement and automatically sync outcomes back to your CRM—deal stages update in real time.
Optimize Your Pipeline
Analyze which proposals convert best and refine your approach based on CRM data and engagement patterns.
Real-Time Deal Visibility
Your entire team sees proposal status and client engagement directly in your CRM, no context switching needed.
Reduce Manual Data Entry
Stop copying and pasting deal details. Everything syncs automatically between Wonit and your CRM.
Accelerate Sales Cycles
Proposals are generated faster using CRM data, and responses flow back automatically to keep deals moving.
Better Forecasting
With proposal engagement data in your CRM, sales leaders can forecast more accurately and identify stalled deals faster.
Close More Deals With
AI-Powered Proposals
Generate smarter proposals, collaborate with your team, and automate your workflow — all in one powerful platform.
Frequently Asked Questions
Which CRM platforms does Wonit support?
How do I connect Wonit to my CRM?
What data flows between Wonit and my CRM?
Can I generate proposals directly from my CRM?
Will updating a proposal automatically update my CRM?
How does this improve my sales cycle?
Is my CRM data secure with this integration?