Ecosystem

Integrations

Connect OptiRFP with the tools your team already uses — from CRMs to cloud storage to SSO providers.

CRM

🔵

Salesforce

Enterprise

Sync proposals and deals with your Salesforce CRM.

Available
🟠

HubSpot

Enterprise

Push won proposals to HubSpot Deals automatically.

Available

Storage

📁

Google Drive

Import RFPs and export proposals directly from Drive.

Available
📦

Dropbox

Access and save documents in your Dropbox workspace.

Available
☁️

OneDrive

Connect your Microsoft OneDrive for seamless file management.

Coming Soon

Collaboration

💬

Slack

Business

Get proposal updates and notifications in Slack channels.

Available
🟣

Microsoft Teams

Business

Collaborate on proposals within Microsoft Teams.

Coming Soon

SSO / Identity

🔐

Okta

Enterprise

Enterprise single sign-on via SAML 2.0 with Okta.

Available
🔷

Azure AD

Enterprise

Authenticate with Microsoft Azure Active Directory.

Available
🟡

Google Workspace

Enterprise

SSO with your Google Workspace organization.

Available

Custom Integrations

Need a specific integration that isn't listed? Our Enterprise team can build custom connectors tailored to your stack.

Contact Enterprise Sales

API Access

Build your own integrations with full REST API access. Enterprise customers get authenticated endpoints, webhook support, and dedicated rate limits.

Explore API Docs