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Claim AWS funding from your CRM.

Wring Funding adds a one‑click “Claim AWS New Client Credits (F3)” button to your deals. Win a client, click claim, and Wring pre‑fills your AWS funding application — covering the first month of your new client’s AWS usage.

New here? This is a client‑facing guide. Setup is one‑time, done by an admin, and takes ~3–5 minutes per CRM.

How it works #

The experience is identical in every CRM. Your CRM fills the deal parts of the application; Wring fills the AWS parts. Nothing is ever submitted without your review.

Your CRMdeal marked Won
🎉
Claim F3one click
Wring
Wringmatched by email
F3 draftpre‑filled

  1. Win a deal

    Mark a deal as Won (or Closed Won) in your CRM — exactly as you already do.

  2. See the offer

    Wring’s in‑CRM surface lights up: “🎉 New client won!” with a Claim F3 New Client Credits button.

  3. Click once

    The deal’s name, amount and close date are sent to Wring over a secured, server‑to‑server request.

    verified request · nothing leaves your CRM unprompted

  4. Auto pre‑fill

    Wring matches you by your login email and pre‑fills your F3 (New Client Credits) draft. The AWS account and usage estimate come from your linked AWS account.

  5. Review & submit

    Open Credits & Funding → Drafts in your Wring dashboard, check everything, and submit.

Before you start #

Three things need to be in place once, for any CRM:

1

A Wring account

You and your team sign in to your Wring dashboard.

2

A linked AWS account

Connect it in Credits & Funding → Linked AWS Accounts. Wring reads your usage to fill the application.

3

Matching email

Use your Wring account email as your CRM login email, so every claim lands on the right account.

Why the email matters. A claim is matched to your Wring customer by the email you’re logged in with in your CRM. If it differs from your Wring account email, the claim can’t find your account.

Set up your CRM #

Four native extensions, one identical result. Jump to yours:

HubSpotHubSpot
A card on the deal record (right sidebar)

  1. Install the app

    Open the install link Wring sends you (or find Wring Funding in the HubSpot Marketplace) → Install app → choose your account → Connect.

  2. Add the card to deals

    Open any deal → top‑right ⚙ Customize record → Add card → pick Wring Funding → Save.

  3. Done

    On a Won deal the card shows “🎉 New client won!” → Claim F3.

Surface
Deal record card (sidebar)
Trigger
Deal stage → Won
Setup
~3 min · no code
Secured by
HubSpot app, per‑account authentication

PipedrivePipedrive
An AWS Funding panel in the deal sidebar

  1. Install the app

    Open the Wring Funding install link (Pipedrive Marketplace or the private link Wring sends) → Install → Allow & Install.

  2. Open a deal

    The AWS Funding panel appears in the sidebar automatically — nothing else to configure.

  3. Claim on Won

    On a Won deal the panel shows the offer → Claim F3 New Client Credits.

Surface
Deal sidebar panel (iframe)
Trigger
Deal status = won
Setup
~2 min · one click
Secured by
OAuth install (auto‑refreshed token) + signed panel token

SalesforceSalesforce
One‑click Connect + a card on the Opportunity

  1. Connect

    In Wring, open Connect your CRM → Salesforce → Connect → sign in to Salesforce → Allow. Won opportunities start syncing to Wring automatically — no code in your org, no keys.

  2. Add the card (optional)

    Open the Wring Funding install link Wring sends → Install for All Users. Then on an Opportunity → ⚙ Edit Page, drag the Wring Funding component in → Save → Assign as Org Default. This adds the in‑deal “Claim” card.

  3. Claim on Won

    On a Closed Won opportunity the Wring card shows the offer → Claim F3 New Client Credits. Even without clicking, the deal is picked up automatically within a few minutes.

If your org blocks unknown third‑party apps by default, a Salesforce admin approves Wring once (Setup → Connected Apps OAuth Usage).
Surface
Opportunity card + server‑side sync
Trigger
IsWon (Closed Won)
Setup
~1 min · one click
Secured by
OAuth (auto‑refreshed token) — no key stored in your org

AttioAttio
A deal action + AWS Funding widget (no code)

  1. Install the app

    Install Wring Funding in your Attio workspace (Attio App Store, or the private “Share app” link).

  2. Accept the connection

    In the app’s Connections tab, click Connect and accept the workspace connection to Wring. One click (OAuth) — no API keys to manage; Wring Funding communicates securely with Wring on your behalf.

  3. Add the widget (optional)

    Add the AWS New Client Credits (F3) widget to your deal record layout: Deal → ⋮ → Configure page → Add widget.

  4. Match the email

    Make sure the deal owner’s email matches their Wring account so the application is created in the right place.

Surface
Deal action + widget (auto pop‑up on Won)
Trigger
Open a Won deal
Setup
~3 min · no code · no keys
Secured by
OAuth 2.0 workspace connection

After you claim #

Whatever CRM you use, a claim opens the F3 application pre‑filled in your Wring dashboard, under Credits & Funding → Drafts:

From the deal
Project name, engagement type, start date
From Wring
Your linked AWS account + the usage estimate
You do
Review the draft and submit — it’s never auto‑submitted

Architecture & security #

Every extension authenticates the request inside its own CRM, then relays the won deal to a single Wring webhook. Wring resolves your customer by email and creates the pre‑filled draft.

HubSpot card
Pipedrive panel
Salesforce block
Attio workflow
→
Wring relay
verifies each CRM, then calls Wring server‑to‑server
→
Wring · F3 draft
hendricks.wring.co resolves you by email

The relay authenticates to Wring with an internal API key — never from the browser:

# each adapter → shared relay → Wring
POST https://hendricks.wring.co/api/webhooks/crm-won-deal
X-Internal-API-Key: ••••••••
{ externalUserId, source, crmDealId, dealAmount, f3Prefill }

Verified at the source

OAuth, HMAC‑signed requests, or workflow keys — per CRM.

Server‑to‑server

The relay calls Wring with an internal key; the browser never holds it.

You stay in control

A claim creates a draft — nothing is submitted to AWS without your review.

FAQ #

What exactly is F3 — “New Client Credits”?

An AWS funding program that helps cover the first month of a new client’s AWS usage. Wring prepares and submits the application for you; the CRM extension just kicks it off from the deal you won.

What gets pre‑filled automatically?

From the deal: project name, engagement type and start date. From your linked AWS account: the AWS account and the usage estimate. You review everything before submitting.

Which email should I use?

Your CRM login email must match your Wring account email — that’s how a claim is matched to your Wring customer.

Does clicking “Claim” submit anything to AWS?

No. A claim only creates a pre‑filled draft in your Wring dashboard under Credits & Funding → Drafts.

Do I need to sync my whole CRM to Wring?

No. Each extension reads only the deal you’re claiming and sends just that deal’s basics. There’s no bulk pipeline sync.

Can my whole team use it?

Yes. An admin installs it once per workspace; each teammate’s claims land on the Wring account tied to their email.

Connect your CRM, fund your next win.

Ask your Wring contact for your install link, then head to your dashboard.

Go to your Wring dashboard →