Integrations
Connect CIP to your existing tools and workflows. Beta integrations are available now — notify me for upcoming ones.
WordPress
CMS
Publish CIP-reviewed content directly to WordPress. Compliance status and risk score are stored as post metadata. Blocked content cannot be published until approved.
FTP / SFTP
File Transfer
Export reviewed content packages to FTP/SFTP endpoints. Useful for firms with legacy CMS or print workflows that require file-based delivery.
HubSpot
CRM / Marketing
Connect CIP to HubSpot to ensure all email and landing page content passes compliance review before being sent or published. Compliance scores surface in HubSpot contact records.
Mailchimp
Email Marketing
Scan Mailchimp campaign drafts through the CIP rule engine before scheduling. Flagged content is held in review and cannot be sent until compliance is confirmed.
Salesforce
CRM
Surface compliance risk scores alongside client records in Salesforce. Advisers see content compliance status directly in the client timeline without leaving Salesforce.
SharePoint / OneDrive
Document Management
Trigger CIP compliance reviews directly from SharePoint document libraries. Reviewed documents are tagged with compliance metadata and stored in the CIP audit log.
Zapier
Automation
Connect CIP to 5,000+ apps via Zapier. Trigger compliance reviews from any tool, receive webhooks on approval/rejection, and automate your compliance workflow.
REST API
Developer
Full REST API access for custom integrations. Submit content for review, retrieve scores, manage rules, and query the audit log programmatically.