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Integrations — implementation guide.

The implementation guide for integration teams. Companion to the marketing-side Integrations directory and the API reference.

Talk to an integrations engineer


Implementation patterns.

PatternWhen to useRead the guide
IdP federation (SAML / OIDC / SCIM)Every deploymentIdentity guide
Content federation (DMS / SharePoint / file shares)Coexistence with existing systems of recordFederation guide
Vertical-app connectorVeeva / Procore / iManage / etc.Per-app guide
AI model adapterPer-tenant model selectionModel adapter guide
Webhook + Kafka-streamHigh-volume content eventsEvent streams guide
Hyperscaler MLAWS Bedrock / Azure OpenAI / Vertex AIHyperscaler ML guide
SIEM / observabilitySecurity operations integrationObservability guide

Pre-flight checklist (per implementation).

ItemOwner
IdP federation tested + verifiedCustomer + TeamSync SE
Content sources inventoriedCustomer + integration partner
Permission model validatedCustomer + TeamSync SE
Compliance overlays activatedCustomer + TeamSync SE
Audit-event subscription configuredCustomer security team
Sub-processor change-notification subscription configuredCustomer DPO
Backup + DR pairing chosenCustomer + TeamSync SE
Production cutover plan signedCustomer + integration partner

TaskProcedure source
Provision Entra ID federationIdentity guide
Federate iManage CloudiManage connector guide
Federate Microsoft 365 + SharePointM365 connector guide
Federate OpenText (Documentum / Content Server / eDOCS)OpenText connector guide
Configure Veeva Vault federationVeeva connector guide
Connect SalesforceSalesforce connector guide
Configure ServiceNow workflow integrationServiceNow connector guide
Set up AWS Bedrock as AI providerHyperscaler ML guide
Subscribe SIEM to TeamSync audit eventsObservability guide

Where to read more.