Integration Platform

One Integration. Every Partner System.

WorkSpan AI connects your CRM to AWS, Microsoft, Google, and any partner system—automatically. Your team works in Salesforce, HubSpot, or Dynamics like always.

WorkSpan handles the partner portal updates, data translation, and sync. No manual data entry. No duplicate records. No IT headaches.
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You're Building Partnerships,Not Managing Spreadsheets

You don't have time to manually update three different cloud portals every time a deal moves forward. Your sales team shouldn't have to change how they work just because you're co-selling with AWS or Microsoft.

Without automation, partnerships drain your time:

Hours lost to busywork – Copy opportunity details from Salesforce to AWS Partner Central, then to Microsoft Partner Center, then back when something changes
Missed deals – Updates don't sync in time, so partners can't engage—or don't engage at all
Revenue leaks – Duplicate records, conflicting data, and poor visibility mean deals fall through the cracks
Frustrated partners – Nothing kills partnerships faster than making partners chase you for deal information
Data exposure risks – Sensitive information accidentally shares with the wrong partner during screen shares

With WorkSpanAI, your CRM speaks every partner's language

WorkSpan adapts to your existing CRM setup and automatically translates your data into whatever format each partner portal needs. One integration connects your CRM to all partner systems—no custom code, no middleware, no ongoing IT maintenance.

Without automation, partnerships drain your time:

Connect once, sync everywhere → One integration reaches AWS Partner Central, Microsoft Partner Center, Google Partner Advantage, and any other partner system
Your team never leaves the CRM → Sales reps update Salesforce or HubSpot like always—WorkSpan handles all partner system updates
Real-time, bidirectional sync → Partner updates appear instantly in your CRM. Your rep moves a deal to "Closed-Won"—it syncs to partner systems immediately
You control what gets shared → Field-level permissions control exactly which data syncs with which partners—nothing more, nothing less
Battle-tested at scale → Over 1 million co-selling opportunities synced with 99.9% uptime

Map your CRM fields to every partner system without custom code

WorkSpan AI doesn't require you to add new fields to your CRM or change your sales process. Its smart data translation layer maps your existing CRM fields to whatever each partner portal requires—automatically.

Real example:

Your Salesforce opportunity has a field called "Deal Stage."
AWS calls it "ACE Status"
Microsoft calls it "Co-Sell Stage"
Google calls it "Partner Opportunity Stage"
WorkSpan automatically translates your "Deal Stage" into the right language for each partner—without you creating three different fields in your CRM.

Set automation rules once, they run forever:

Auto-create partner referrals when opportunities meet criteria (region, deal size, product type)
Send Slack notifications to partner managers when partners update opportunities
Route co-sell opportunities to the right seller based on territory or partner involvement
Escalate high-value deals to partner leadership for review automatically

DIY integration can't compete with AI-powered automation

Some companies build their own CRM connectors. But custom integration doesn't trigger automated workflows, doesn't handle data privacy at scale, and requires constant IT maintenance. Here's what you sacrifice:
DIY Partner CRM Connector
WorkSpan AI
Embedded Workflows
Basic private offers and referrals from CRM.No bulk management or role-based workflows.
Basic private offers and referrals from CRM.No bulk management or role-based workflows.
Data Model & Triggers
Rigid 1:1 field mapping between CRM and partner systems. No smart translation or triggered workflows.
Smart data translation calculates partner field values automatically. Translates sales stages into partner system language.
Data Privacy & Compliance
No field-level control over what syncs. All opportunity updates overwrite values in both systems.
Granular, conditional, field-level data sharing. SOC2/GDPR compliant with automated security reviews.
Program Support & TCO
No implementation support. ~30% of opportunities need manual fixes. Your IT team handles all updates.
Hands-on implementation, guidance, and best practices. WorkSpan maintains all connectors and handles API changes.
The hidden cost of DIY:
Your InfoSec and legal teams must review every CRM connection.WorkSpan is pre-certified—saving months of security review cycles.

Built for partner managers. Approved by IT teams.

WorkSpan AI doesn't require you to add new fields to your CRM opportunity object or change your sales process. Its smart data translation layer maps your existing CRM fields to whatever each partner portal system requires.

Example:

Your Salesforce opportunity has a field called "Deal Stage." AWS calls it "ACE Status" and Microsoft, "Co-Sell Stage." WorkSpan automatically translates your "Deal Stage" into the right language for each partner—without you creating three different fields in your CRM.

Set rules once, run forever

Configure which data syncs with which partners, set up automated triggers (like, "When deal reaches $100K, notify AWS team"), and let WorkSpan handle the rest. Set common automation rules such as:
Auto-create partner referrals when opportunity meets certain criteria (region, deal size, product type)
Send Slack notifications to partner managers when partner updates opportunity
Route co-sell opportunities to the right seller based on territory or partner involvement
Automatically escalate high-value deals to partner leadership for review

Enterprise-grade information security and regulatory compliance

SOC2 Type II certified
GDPR compliant
Role-based access controls so only authorized users see partner data
Audit trails track every data change and sync event
Supported systems
CRMs:
Cloud Partner Systems:
Coming soon: Additional CRMs and partner ecosystems—ask us about your specific requirements.
"WorkSpan's integration has been a game changer. Automate as much as you can so you can free up your people to make the human connection, because that's where you're going to move the needle."
Mary Alice Heston
Global Vice President of Alliances

Ready to scale partner revenue?

With a fast time-to-value, full control of your cloud marketplace listings, and the only enterprise-grade co-sell automation engine on the market, WorkSpan AI helps launch and scale the world's most valuable cloud partnerships.
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