Iris + Confluence Integration

Iris integrates with Confluence to help teams automate RFP responses, security questionnaires, and proposal workflows directly within their existing tools.

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Key Features

Wiki Integration

Sync Confluence spaces and pages to create a comprehensive RFP knowledge repository.

Smart Content Search

AI-powered search across all Confluence documentation to find relevant answers instantly.

Team Collaboration

Maintain RFP best practices and templates in Confluence for team-wide access

Permission Inheritance

Respect Confluence permissions to ensure secure access to sensitive documentation.

Integrations FAQ

Quick answers about how Iris connects with your existing tools to streamline RFP, DDQ, and proposal workflows.

Which systems does Iris integrate with?

Iris integrates with CRMs, collaboration tools, cloud storage, and workflow platforms commonly used across sales, presales, and security teams. Popular connections include Salesforce, HubSpot, Slack, Google Workspace, and Chrome extensions that support day-to-day proposal work.

How do integrations help proposal, presales, and security teams?

Integrations reduce context switching and keep key information in sync. Teams can pull in relevant data, collaborate in real time, and submit work more efficiently—all without leaving their existing environment. This helps maintain consistency and shortens review cycles.

Does Iris support CRM syncing?

Yes. Iris connects with leading CRMs so teams can keep opportunity records, proposal activity, and content usage aligned with active deals. This gives sales and presales teams better visibility into where responses and questionnaires sit within each cycle.

Do teams need engineering resources to set up integrations?

Not usually. Most integrations can be configured directly within Iris through guided workflows. Teams can connect common tools quickly, and administrators can manage access and settings as needs evolve.

Can Iris integrate with document portals or security questionnaires?

Yes. Iris supports workflows that help teams manage submissions to common document portals, security questionnaires, and compliance platforms—making it easier to keep content aligned while reducing manual steps in the process.

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