Iris + Salesforce Integration

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

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Key Features

Bi-Directional Sync

Automatically sync RFP data, opportunities, and responses between Iris and Salesforce in real-time.

Pipeline Visibility

Track RFP progress and win rates directly in your Salesforce dashboards with custom fields.

Team Alignment

Keep sales, proposal, and executive teams aligned with shared RFP data and activity logs.

Automated Workflows

Trigger RFP responses automatically when opportunities reach specific stages in your pipeline.

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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