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Sales teams live in Salesforce, so your RFP workflow should too. The AutoRFP.ai integration brings every bid into the same place you already manage pipeline, with a custom project object, real-time two-way sync, and reporting built on live response data.
No tab-switching. No stale spreadsheets. Just the bid status that decides the deal, right on the Opportunity.
Watch the product demo, 3 min- 5.0G2 rating
- 14+Synced project properties
- 0Paid add-ons, included on every plan
A custom RFP object with real reporting
AutoRFP.ai creates a dedicated project object in Salesforce with 14+ properties, project status, intake status, response counts, due dates, and linked Opportunities. Build native reports and dashboards on live RFP data: approved responses, submission progress, and project timelines, right alongside your pipeline.
Two-way sync, automatically
Project updates flow between AutoRFP.ai and Salesforce in real time. Status changes, response metrics, owner assignments, and intake decisions stay current across both platforms, no manual copy-paste, no stale records.
RFP progress on every Opportunity
Your sales team sees live RFP progress on every Opportunity and Account record without logging into another tool. Deal reviews finally include the bid status that decides them.
Integrate Salesforce in a few clicks
- [01]
Install from AppExchange
Install the AutoRFP.ai managed package from the Salesforce AppExchange and enable the integration in your workspace settings. No paid add-ons, every integration is included on every plan.
- [02]
Add the widget to your layouts
Drop the AutoRFP.ai widget onto your Opportunity and Account page layouts using Lightning App Builder. Your team starts creating and tracking RFP projects from Salesforce immediately.
- [03]
Map your fields and go live
Connect the AutoRFP.ai project object to the Opportunity stages you care about. Status, owner, and response metrics sync automatically from the first bid onward.
Frequently asked questions
Something else on your list? Bring it to a demo and we will answer it on one of your own questionnaires.
Is the Salesforce integration available on every plan?
Yes. Every AutoRFP.ai integration, including Salesforce, is included with every plan, there are no paid add-ons. Your sales team sees each bid's status, owner, and response counts on the Opportunity it belongs to.
How does data sync between AutoRFP.ai and Salesforce?
A custom RFP project object syncs in real time.
Status changes, response counts, owner assignments, due dates, and intake decisions update automatically in both directions, so your pipeline and your bid data never drift apart.
Do I need a developer to install it?
No. Install the managed package from the Salesforce AppExchange, enable it in your workspace, and add the widget to your Opportunity and Account layouts with Lightning App Builder. Most teams are live in a few clicks.
Product demo
See Salesforce and AutoRFP.ai in action
Every draft carries a Trust Score for its sources and a Feedback Score for how fully it answers. Quality is measured by how little your team changes, and every approval records it. In a recent RFP, Red Rover had 95% of responses automated (83 out of 87 requirements). Measure it on your own RFPs in a two-week proof of concept.