Where to connect
Open the VeriRFP Settings page inside HubSpot, paste a VeriRFP workspace API key, and link the HubSpot portal to the correct workspace.
VeriRFP for HubSpot
AI-powered security questionnaire and vendor risk automation from your deals
VeriRFP lets sales and security teams start a security review from a HubSpot deal, track progress in the deal sidebar, and keep HubSpot deal properties updated as work moves from drafting to approval.
Free to install. Requires a VeriRFP workspace.
Sales EnablementBidirectional SyncBYOK AI
What the integration does
- Start a VeriRFP security review from any HubSpot deal.
- Show progress, status, assignee, and deal-linked project context in the Deal Card.
- Sync VeriRFP workflow state back to HubSpot custom deal properties.
- Keep sales reps in HubSpot while security and compliance teams work in VeriRFP.
Install VeriRFP for HubSpot
1
Click Install on HubSpot above
Start the OAuth install flow directly from this page instead of searching the marketplace.
2
Choose your HubSpot account and authorize VeriRFP
Approve the OAuth permissions so VeriRFP can read and update deal records and configure the deal sidebar experience.
3
Connect your VeriRFP workspace
Open the VeriRFP app settings inside HubSpot and enter your VeriRFP workspace API key so the portal routes new reviews to the right workspace.
4
Start a security review from any deal
Open a HubSpot deal and use the VeriRFP tab to launch or monitor the linked security review.
Connect your VeriRFP workspace
Why the API key is needed
The HubSpot install authenticates the portal. The VeriRFP API key tells the app which workspace should receive new projects and status sync events.
Use the Deal Card
Start review
On a deal with no linked project, click Start Security Review. VeriRFP creates a project named from the deal and links it back to the deal automatically.
Track progress
The card shows current progress, completion percentage, blockers, and a deep-link back into VeriRFP so reviewers can continue work without searching for the project.
Custom deal properties
| Property | Internal name | Type | Description |
|---|---|---|---|
| VeriRFP Status | verirfp_status | Enumeration | Current security review status: not_started, in_progress, blocked, completed, archived. |
| VeriRFP Progress | verirfp_progress_pct | Number | Percent complete for the linked VeriRFP project. |
| VeriRFP Project URL | verirfp_project_url | String | Deep-link from the HubSpot deal back to the VeriRFP project. |
| VeriRFP Assignee | verirfp_assignee | String | Primary assignee currently driving the review. |
| VeriRFP Due Date | verirfp_due_date | Date | Target completion date for the review. |
| VeriRFP Blocked Reason | verirfp_blocked_reason | String | Why the review is blocked when additional SME or review work is required. |
FAQ
How is pricing handled?
The HubSpot app is free to install. Teams use it to connect deals to VeriRFP workflows, then continue on a VeriRFP free trial or paid workspace plan based on their usage.
What data is shared with HubSpot?
VeriRFP writes workflow metadata back to the linked HubSpot deal, including status, progress, assignee, due date, blocked reason, and the project link. Your questionnaire content and evidence stay in VeriRFP unless your team explicitly exports them.
Does VeriRFP support BYOK AI?
Yes. VeriRFP supports Bring Your Own Key AI configurations, so teams that need tighter control over model routing and data handling can keep AI access under their own provider accounts.
Do I need to reconnect the app for every workspace?
Yes. The HubSpot install happens at the portal level, and each portal still needs to be linked to a VeriRFP workspace with that workspace's API key in the Settings screen.