CRM & Sales · Integration
RevOps
Add RevOps to your product for your customers, and give your AI agents governed access to it.
RevOps is a deal desk and CPQ product: a quote is assembled from a template and a price book, moves through an approval chain, and becomes the agreement a customer signs, with the whole thing tied back to an opportunity in Salesforce or HubSpot. That CRM tie is the fact an integration has to respect, because the same deal exists in two places and it is the approval state in RevOps, not the CRM stage, that decides whether a deal is genuinely closable. RevOps was acquired by Maxio in 2025, putting quoting and revenue recognition under one roof. Templates, price books and approval rules are configured per company, so an unusual deal desk is mapping rather than a release on your side. fastn owns the auth and API upkeep.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let each customer connect their own RevOps workspace so quotes your product triggers are built from their templates and price books.
Read approval state before your product treats a deal as closable, since a quote pending approval is not a signed agreement.
Write the deal terms your product owns, such as a usage tier or a start date, onto the quote rather than into a comment.
Map each customer's own price books and approval rules, so a non-standard deal desk is configuration rather than a code branch.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reports which quotes are waiting on approval and who they are waiting on.
An agent drafts a quote from a template within scoped permissions, with the terms it set logged.
An agent explains why a deal is non-standard by reading the approvals it triggered.
Example prompt
Which quotes are stuck in approval, and which term on each one triggered the extra step?
Set up RevOps in 4 steps
- 01Enable the RevOps connector in your fastn dashboard.
- 02Have each customer authorise their own workspace so quotes are created under their credentials.
- 03Map their templates, price books, deal fields and approval states, then enable the actions and triggers you need.
- 04Call it from your product and expose the same connection to your agents through the MCP gateway.
Why teams use the RevOps integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a RevOps integration without building it. Your customers connect their own RevOps account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a RevOps update is not your on-call problem.
- One integration serves your product and your agents. The same governed RevOps connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
Used by these teams
Compare with
Salesforce
HubSpotWorks well with
MaxioOften used alongside
Tools the same teams tend to run next to RevOps, across other categories.
Slack
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Google AdsRevOps integration FAQ
How do I add a RevOps integration to my product?
Enable the RevOps connector in your fastn dashboard, then let each customer authenticate their own RevOps account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no RevOps client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own RevOps account?
Yes. Every connection is scoped to the individual customer, so each authorises their own RevOps account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this RevOps integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reports which quotes are waiting on approval and who they are waiting on.
Who maintains the RevOps integration?
fastn does. When RevOps changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the RevOps integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual RevOps schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from RevOps, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in RevOps do not drift apart.
What can I build with the RevOps integration?
A common starting point: let each customer connect their own RevOps workspace so quotes your product triggers are built from their templates and price books. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the RevOps integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding RevOps does not change your per-connector cost. You can start free with 3 connected accounts.
Add RevOps to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.