CRM-triggered workflows
Security reviews start automatically when deals reach the right stage. Sales reps never need to file a ticket or send an email — the review spins up from the CRM event.
Integrations
Last updated April 25, 2026
Connect VeriRFP to the tools your team already uses
Launch security reviews from Salesforce or HubSpot, pull evidence from Google Drive and Confluence, and route questions to Jira — all without leaving your existing workflows.
Integration value is highest when CRM triggers, evidence sync, and reviewer routing all connect back to the core workflow, automation layer, and buyer delivery surfaces your team already depends on.
OAuth 2.0TLS 1.3Enterprise Controls
Integration philosophy
- Your tools stay canonical — VeriRFP reads from your systems, not the other way around.
- Minimum-permission scopes — each integration requests only the access it needs.
- No vendor lock-in — disconnect any integration and your data remains in your tools.
Questions? Email admin@verirfp.com.
Where integrations change the workflow
Integration quality matters because security review delays rarely come from one missing connector alone. The real gain appears when CRM events trigger intake automatically, evidence stays synchronized from its canonical repository, and unanswered questions route into engineering or legal without manual copy-paste. That is the difference between a connected diligence workflow and a set of isolated point integrations.
What a connected stack changes downstream
When integrations are working well, downstream work changes in visible ways: reviewers stop asking where the latest artifact lives, sales stops recreating intake by hand, and buyers receive a cleaner package because the same evidence set can power questionnaire answers, trust-center delivery, and deal-room follow-up.
That is why this page focuses on workflow continuity instead of connector count alone. A long integration list is not meaningful if the diligence process still fractures between CRM, document stores, tickets, and buyer delivery channels.
Why integrations matter for security reviews
Evidence where it lives
Your SOC 2 reports, policies, and compliance certificates stay in Google Drive, Confluence, or SharePoint. VeriRFP indexes and cites them without requiring migration.
Cross-team routing
Questions that need engineering, product, or legal input route to Jira or Linear with full context. Responses flow back into the questionnaire automatically.
Available integrations
Salesforce
CRMLaunch security reviews from opportunity records via webhook. Questionnaire completion status, reviewer assignments, and export timestamps sync back to the deal timeline automatically.
- Opportunity-triggered review workflows
- Bidirectional status sync
- Custom field mapping for deal metadata
- Security review completion as a deal stage gate
HubSpot
CRMConnect HubSpot deals to VeriRFP security reviews. When a deal enters your security review pipeline stage, VeriRFP creates the review workspace and notifies assigned reviewers automatically.
- Deal-stage-triggered workflows
- Timeline activity logging
- Contact and company context import
- Review progress visible in deal properties
After install, sign up for VeriRFP and link your portal in Settings.
Google Drive
Evidence SourceIndex approved evidence documents stored in Google Drive — SOC 2 reports, compliance certificates, security policies, and prior questionnaire responses. VeriRFP reads your existing repository without requiring document migration.
- Folder-level evidence indexing
- Automatic re-sync on document updates
- Version-aware evidence matching
- Shared drive support for team libraries
Confluence
Evidence SourceConnect your Confluence knowledge base as an evidence source. Internal security policies, runbooks, and architecture documentation become citable references in questionnaire responses.
- Space and page-level indexing
- Inline content extraction for evidence matching
- Label-based filtering for compliance content
- Automatic refresh on page edits
Jira
Task RoutingRoute questionnaire questions that need engineering or product input directly to Jira. Tickets include question context, evidence gaps, and response deadlines — and answers sync back when resolved.
- Auto-created tickets with question context
- Configurable project and issue type mapping
- Bidirectional comment sync
- SLA tracking for response deadlines
Linear
Task RoutingRoute questionnaire questions to Linear issues for engineering and product teams. Issues include question context, evidence gaps, and deadlines — answers sync back into the questionnaire on issue resolution.
- Auto-created issues with question context
- Team-level routing via Linear team keys
- Bidirectional comment sync
- Webhook-driven status sync on issue resolution
SharePoint & OneDrive
Evidence SourceFor Microsoft-centric organizations, VeriRFP indexes evidence from SharePoint document libraries and OneDrive folders. The same version-aware matching applies across your Microsoft 365 environment.
- Document library indexing via Microsoft Graph
- OneDrive for Business folder sync
- Sensitivity label awareness
- Automatic re-index on document changes
How integrations work
1
Authorize via OAuth
Connect your Salesforce, HubSpot, Google, or Atlassian account with a single click. No passwords stored.
2
Configure scope and mapping
Choose which deal stages trigger reviews, which folders contain evidence, and which Jira projects receive questions.
3
Workflows run automatically
Security reviews launch from CRM events, evidence is matched from your repositories, and tasks route to the right teams.
4
Status syncs back
Completion status, export links, and review summaries sync back to your CRM and project tools.
Integration FAQ
Which CRMs does VeriRFP integrate with?
VeriRFP integrates with Salesforce and HubSpot via bidirectional webhooks. Opportunity records trigger security review workflows automatically, and completion status syncs back to the deal timeline so sales reps see progress without leaving the CRM.
Can VeriRFP pull evidence from cloud storage?
Yes. VeriRFP connects to Google Drive, Confluence, and SharePoint to index approved evidence documents — SOC 2 reports, ISO 27001 certificates, internal policies, and prior questionnaire responses. Documents stay in your existing storage; VeriRFP reads metadata and content for matching.
How do Jira and Linear integrations work?
When a questionnaire question requires input from engineering or product, VeriRFP creates a ticket in Jira or Linear with the question context, evidence gaps, and a deadline. Responses sync back into the questionnaire workflow when the ticket is resolved.
Are integrations secure?
All integrations use OAuth 2.0 authorization flows — VeriRFP never stores third-party passwords. Data in transit is encrypted with TLS 1.3, and access scopes are limited to the minimum permissions required for each integration. Teams with stricter AI handling policies can keep drafting aligned to their configured controls.
Can I use VeriRFP without any integrations?
Absolutely. Integrations enhance workflow automation but are not required. You can upload questionnaires manually, manage evidence directly in VeriRFP, and export completed packets without connecting any external tools.
Related resources
Learn more about how VeriRFP fits into your security review workflow.
Related workflow pages
Use these pages to see where integrations plug into the broader response, trust-center, and buyer-review model.