Iris + Teams

Bring Ask Iris into Microsoft Teams so your team can search, reuse and collaborate on approved RFP and security questionnaire content without leaving their workspace.

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Key Features

Ask Iris Directly in Teams

Pull answers from your Iris knowledge base inside chats and channels

Faster Collaboration Across Teams

Resolve questions and content gaps quickly during active deals

Always-On Access to Approved Content

Ensure teams use the latest vetted RFP and security questionnaire responses

Accelerate RFP and DDQ Workflows

Complete questionnaires faster by accessing Iris where collaboration happens

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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