Integrations

Works with the tools you already use.

Bring all the data, content, and systems your teams need to do their jobs – into one AI-native platform. No rip-and-replace. Most integrations live in days, not months.

ShakeIQ integrates with your existing sales and operations tech stack

Unify your tech stack

ShakeIQ connects to the CRMs, content systems, and communication tools your teams already rely on – consolidating them into one intelligent platform. No rip-and-replace.

Live in days, not months

Most integrations go live within days, not months. Your existing setup stays intact – ShakeIQ plugs in, starts working, and scales as you grow.

Future-proof your stack

Built AI-first on an open architecture. ShakeIQ adapts as your tech stack evolves – platform-agnostic, and ready for whatever you connect next.

Connects to the systems you already run.

ShakeIQ connects to most modern enterprise systems through open APIs. We work alongside your existing stack – no rip-and-replace, no parallel system to maintain. Below is what we do across each integration class.

CRM & Sales

ShakeIQ pulls in your CRM data to put account and stakeholder context in reps' hands wherever they work – then updates the CRM automatically with every meeting, outcome, next step, and follow-up. No double entry.

  • Two-way sync with major enterprise and MedTech-specific CRMs
  • Account, contact, opportunity, and activity flow
  • Mobile-first capture that writes back automatically
  • Works alongside common sales engagement platforms

Content & Documents

Bring your approved content into ShakeIQ – IFUs, clinical studies, sales enablement, and marketing collateral – all governed, cited, and searchable from one place.

  • Ingests IFUs, clinical evidence, SOPs, service bulletins, and marketing collateral
  • Connects to enterprise content platforms and document management systems
  • Versioning and approval-state preserved – every answer cited to source, version, and page
  • New documents searchable within minutes of publication

Communication & Collaboration

ShakeIQ shows up where your teams already communicate – surfacing answers, capturing meeting outputs, and keeping everyone in sync across channels.

  • Native integrations with major team-chat platforms
  • Meeting capture across leading conferencing tools
  • Cross-channel sync for action items and follow-ups
  • Shared answer surfaces in the channels your team already uses

Calendar & Meetings

Connect calendars so ShakeIQ can prep for upcoming meetings, capture what happened after, and draft follow-ups – all without interrupting your team's flow.

  • Reads upcoming meetings to auto-prepare account and stakeholder briefs
  • Captures meeting outcomes and structures notes after the fact
  • Drafts follow-ups in your team's tone and routes them through your existing email
  • Works with mainstream calendar and conferencing platforms

Data & Analytics

ShakeIQ works alongside your existing BI and analytics tools. Field activity flows up to your dashboards, and leadership gets the full picture of what's happening in the field.

  • Field activity flows into your existing BI dashboards
  • Compatible with leading data warehouses and analytics platforms
  • Structured event streams – every interaction is queryable, joinable, and reportable
  • Customer telemetry preserved end-to-end with no manual reconciliation

MedTech Data Providers

ShakeIQ pulls in data from the MedTech intelligence platforms your team already trusts – HCP targeting, claims data, prescriber insights, and market intel – so every customer conversation is informed by the latest signals.

  • HCP targeting and prescriber insights from major MedTech intelligence platforms
  • Procedure, claims, and account-level data feeds
  • Market and competitive signal layered into account briefs
  • Approved data sources surfaced in the rep's flow at the moment of the conversation

Identity & SSO

Enterprise-grade identity management. Use your existing SSO, SCIM provisioning, and access controls – ShakeIQ respects your role-based permissions from day one.

  • SAML 2.0 / OIDC SSO with major identity providers
  • SCIM provisioning and de-provisioning
  • Role-based access controls aligned to your existing groups
  • Multi-factor authentication and biometrics on mobile

Marketing Automation

Connect your marketing platforms so ShakeIQ can tie field conversations back to the campaigns, content, and personas that drove them.

  • Two-way connection with major marketing automation platforms
  • Campaign, content, and persona signals tied back to field conversations
  • Real-time visibility into which assets are getting used – and where
  • Living VOC stream from the field instead of a twice-yearly survey

AI Foundations

ShakeIQ is built on top of the most capable AI models – and we keep adding more as the ecosystem evolves. You're never locked to any one provider.

  • Built on top of leading frontier and enterprise foundation models
  • Multi-model routing – every task uses the right model for the job
  • Sovereign-cloud and customer-hosted model options for regulated environments
  • Models can be swapped or added as the ecosystem evolves – you're never locked to one provider
“Integration took about a week – before ShakeIQ, I'd have expected months. Suddenly our reps had the information they'd been asking for across three different systems, all in one place.”

– Head of Commercial Operations, MedTech Company

Ready to see how ShakeIQ fits your stack?

Every MedTech company has a different setup. Walk us through yours – and we'll show you exactly how ShakeIQ slots in.