CRM & collaboration integrations
Automate secure sharing and keep every interaction in sync with your go-to tools. Send controlled files from your CRM, record engagement on the contact or lead, and notify teams in Slack the moment a file is viewed.
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Work faster without losing control
Automate secure sharing
Trigger Digify to send a controlled file when a contact or deal changes stage so reps never attach files manually.
Track engagement in your CRM
Write file views and key events back to Salesforce or HubSpot so teams can prioritize the right accounts.
Respond in real time
Post instant Slack alerts when a prospect opens a file so sellers can follow up at the perfect moment.
Connect once. Automate every hand-off.
Salesforce + Digify
Digify’s Salesforce integrations automate secure file sharing and engagement tracking by creating or updating Salesforce records based on document views, downloads, or prints.
Setup Effort:
Create two Zaps for send and update flows
Works With:
Document Security, Data Rooms
Key Triggers/Actions:
- Trigger: New Contact or record update → Action: Send File in Digify
- Trigger: New File View → Action: Update Lead or Contact
HubSpot + Digify
Digify’s HubSpot integrations automate secure file actions and engagement syncing by sending viewers as contacts and creating HubSpot engagements based on document interactions.
Setup Effort:
Create Zaps for send and update
Works With:
Document Security, Data Rooms
Key Triggers/Actions:
- Trigger: New Contact in HubSpot → Action: Send File in Digify
- Trigger: New File View → Action: Update Contact
Slack + Digify
Automate real-time alerts and actions between Digify and Slack, such as sending document view, data room visit, or download notifications to channels, and creating secure Digify links from Slack messages.
Setup Effort:
Create a Zap template
Works With:
Document Security, Data Rooms
Key Triggers/Actions:
Trigger: New View in Digify → Action: Send Channel Message in Slack
Bring security and signals into your deal flow
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Automated proposal delivery
Auto-send a controlled link from Salesforce or HubSpot when a deal moves to proposal so reps move faster with less risk. -
Engagement scoring in CRM
Log views, time on page, and repeat visits to help BDRs and AEs focus on high-intent buyers. -
Real-time follow-ups
Post Slack alerts when a key contact opens a deck so managers can coach outreach in the moment. -
Post-sale handoffs
Send onboarding documents automatically once a deal closes and track access by role or customer team. -
Education & Training
Distribute courseware and assessments securely with controlled access. -
Healthcare & Life Sciences
Safeguard patient information and research data with password restrictions. -
Media & Publishing
Protect copyrighted content and manuscripts with password-only access.
Built for the people who sell, serve, and scale
Sales & Marketing
Protect decks and proposals while seeing what buyers engage with.
Consulting & Services
Share statements of work and deliverables securely and keep clients updated in Slack.
Finance & Banking
Control access to sensitive term sheets and log activity for oversight.
Startups & SMBs
Automate secure sharing from your CRM without adding headcount.
Technology & SaaS
Connect product-led and sales-led motions with signals inside your tools.
“Digify is a simple yet secure tool that provided the necessary integration with the infrastructure we already use. This made picking and using Digify for our internal teams an obvious decision.”
Jonathan Agha
Former Head of Information Security
WeWork
“The interface, access controls are all very intuitive. I am able to see granular level data on document access and review. It helps provides information for insights into how a diligence process is operating. The integration with Gmail is also very useful to regularly send secure emails without leaving the gmail interface.”
Arjun Sharma
Vice President
Peak XV Partners
“We’ve been using Digify for the last year to help securely send private documents to external partners. Their product saved us a lot of time from having to build our own tool to securely share these documents. Their product is feature rich, they respond to customer feedback, and their support team is on top of things always open to creative solutions to unique problems.”
James Costa
Senior Product Manager
Wrapbook
“Digify demonstrated it was the most innovative by highlighting a simple and inexpensive way to address a recurring challenge of controlling and protecting ideas and information.”
Hugh Thompson
CTO, Symantec Head Judge
RSA Innovation Sandbox
“We use Digify to securely send sensitive documents as part of due diligence processes and security reviews. We like to keep our confidential documents close to the chest. With Digify, we are always in control of who has access and who doesn’t.”
Jonathan Dunlop
General Counsel
Vidyard
“We love that we can provide our prospective and active portfolio company with secure data rooms and also that we easily can use Digify to send confidential presentations with preset timeouts. Digify creates a simple way to give and to revoke access to individual documents as needed.”
Will Klippgen
Managing Partner & Co-founder
Cocoon Capital
“We always use Digify to maintain a data room for investors so that sensitive information is still protected, even when it is sent externally. I’m very likely to recommend Digify for its ease of use and of course, the security.”
Jonathan E. Savoir
CEO & Co-founder
Quincus
Frequently asked questions
Yes. These integrations use Digify’s Zapier app to connect your CRM or Slack with Digify triggers and actions.
Document Security and Data Rooms. You can send controlled links, record views, and alert teams.
Typical fields include file viewed, viewer identity when available, first viewed time, last viewed time, and total views. You can map fields during Zap setup.
No. Recipients view securely in the browser. You control download, print, and watermark settings.
Yes. You can revoke access, set expiry, and update permissions at any time. Changes take effect on the next open.
Digify uses AES-256 encryption and supports ISO 27001 and SOC 2 Type II. You can add password protection, watermarks, and detailed audit logs.
Connect your CRM and Slack to secure every share
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No credit card required
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Instant activation to features
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Full human support included