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CRM apps and proof types

Hyperproof has partnered with Merge, a leading Unified API platform that enables seamless connectivity to hundreds of third-party integrations across key software categories — all through a single API. With Merge's rapidly expanding integration library, driven by customer feedback and demand, Hyperproof can offer a growing number of integrations with ticketing systems that keep pace with the platforms our customers rely on. Authorizing your CRM platform to Hyperproof through Merge takes just a few clicks, making it easy to get up and running. All data is securely processed and stored in compliance with ISO 27001, SOC 2 Type II, HIPAA, GDPR, and CCPA, with granular permissions available for every integration and data field so you control exactly what's being shared.

Note

Hypersyncs that use the Merge API are not supported in Hyperproof Gov.

Note

Hyperproof connects to many third-party systems that frequently change, including the system interface. Contact your System Administrator or the third-party provider for assistance in meeting the requirements to integrate with Hyperproof and collect the proof you need.

Hypersync scheduling for Merge CRM apps

You can't manually sync a Hypersync for a Merge CRM application. Syncs are automatically run based on the frequency you select during setup:

  • Daily syncs

    • Hyperproof US: Run daily at 6:00 AM PST

    • Hyperproof EU: Run daily at 6:00 AM CET

  • Weekly Syncs - Hyperproof US and Hyperproof EU: Run weekly on Mondays at 5:30 AM PST

  • Monthly Syncs - Hyperproof US and Hyperproof EU: Run on the first day of the month at 5:00 AM PST

Note

Automatic sync times for Hypersyncs can't be customized.

When you create a Hypersync between Hyperproof and one of these apps, you can automatically collect the following proof types:

  • List of Accounts - Not available for the following apps:

    • Keap

  • List of Contacts

  • List of Leads - Not available for the following apps:

    • Accelo

    • ActiveCampaign

    • Capsule

    • Close

    • Keap

    • Nutshell

    • Pipeliner

    • Salesflare

    • Teamleader

  • List of Opportunities - Not available for the following apps:

    • Close

    • Keap

  • List of Users

Additional documentation

Note

You only need to connect Hyperproof to the app once, and then you can create as many Hypersyncs as you need.

Additionally, you can create multiple Hypersyncs for a single control or label.

List of CRM apps supported via Merge

Connecting to an app from a control or label

In this section: