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Conveyor Integrations

Conveyor integrates seamlessly with your most important workflows.

Salesforce

Automate access to your Trust Center using CRM data and measure your security review business impact

Trust Center

Automate the approval and/or NDA bypass for visitors to your Trust Center

Spend less time manually reviewing requests for access

Issue invitations to your Trust Center directly from Salesforce

Keep sales in their workflow and speed up the deal cycle

See Customer Activity in Salesforce

Sales gets insight about deal activity instead of asking you

Create Leads in Salesforce when someone new is visiting your Trust Center

Capture leads and use your Trust Center as an opportunity-generator

Questionnaire Automation

Upload questionnaires to Conveyor from Salesforce

Keep sales in their workflow with a seamless process

See the revenue associated with a questionnaire

Prioritize questionnaire efforts by business impact

Slack

Manage access requests, review prospect activity, and ask questions of your Knowledge Base - all without opening Conveyor

Trust Center

Approve requests from customers to access your trust center

Spend less time manually reviewing requests to access your Trust Center

Get answers to questions from ConveyorAI in Slack

Answer customer questions without leaving your workflow

Get a feed of specific customer activity like access requests, if they downloaded a document, or if they interacted with your Knowledge Base

Enable your sales teams to self-serve information about their accounts and prospects so they don’t have to ask you for the info

Microsoft Teams

Manage access requests and review prospect activity - all without opening Conveyor

Trust Center

Approve requests from customers to access your trust center

Spend less time manually reviewing requests to access your Trust Center

Tag SMEs in the Conveyor app so they are notified in Teams for easy collaboration

Get notifications and alerts within your current workflow

Get notified in Teams on questionnaire status changes and updates

Allow your team to see progress within their current communication tool

Docusign

Customize your NDAs with Docusign to allow for more control over redlining, automatic reminders, and recipient permissions

Key Benefit

Use DocuSign for NDAs instead of in app click wrap

Connect seamlessly to DocuSign to maintain NDAs for trust center in one place.

Jira

Use Conveyor’s AI Agent to manage your Jira tickets and triage security review requests like questionnaires from sales or requests for your SOC 2 and other documents.

Key Features

AI Agent Triage

Conveyor's AI agent will do all necessary triaging on the tickets based on your parameters

Update all stakeholders

The AI agent will tag users as needed, add comments to the ticket, and update customer on status

Zendesk

Use Conveyor’s AI Agent to manage your Zendesk tickets and streamline security review processes like responding to questionnaires from sales teams or fulfilling requests for documents like your SOC 2 report.

Key Features

AI Agent Triage

Conveyor’s AI Agent will automatically triage incoming Zendesk tickets based on your defined parameters, saving your team time and effort.

Update all stakeholders

The AI Agent will keep stakeholders informed by tagging users, adding comments to tickets, and updating customers on progress and resolution status.

Hubspot

Automate access to your Trust Center using CRM data

Trust Center

Automate the approval and/or NDA bypass for visitors to your Trust Center

Spend less time manually reviewing requests for access

Public API

Access detailed Conveyor metadata - like customer search queries or document interactions - to bring into your BI tools for additional analysis

Key Features

Analytics API

Get insights out of conveyor like connection interactions and questionnaire data

Trust Center API

Automate approvals or see who is knocking on your Trust Center door

Questionnaires API

Send questionnaires into Conveyor from the tool of your choice

Confluence

Use ConveyorAI to pull relevant answers directly from your Confluence spaces—no manual syncing or reformatting required. Whether it's internal policies, product specs, or compliance documentation, ConveyorAI finds and serves up the right answer.

Google Drive

Connect Google Drive to ConveyorAI to unlock instant answers from your folders, Docs, Sheets, Slides, and PDFs—without changing how your team already works.

Website

Let ConveyorAI crawl your public site to answer customer and sales questions directly from your product pages, help center, and documentation—no added maintenance.

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Speed up turnaround times and tie your efforts to revenue