Cloud Integrations

Seamlessly integrate CapLinked’s secure platform into your daily routine.

No two companies are the same—and neither are their workflows. That’s why CapLinked allows you to customize the way you manage and share data. Integrate CapLinked’s core functionality into your company’s existing workflows for optimized information security.

Salesforce Logo


Quickly and easily add Salesforce contacts to a custom group. Invite contacts into a Workspace directly from the CapLinked interface, and set custom permissions to make sure only the right people have access to your files.

Dropbox logo

Already have files shared on Dropbox and worried about information security? With CapLinked’s added layer of DRM encryption, you can share sensitive files with peace of mind.

OneDrive Logo

CapLinked connects all your files – OneDrive is anywhere on any device. Easily synchronize your OneDrive files and with CapLinked then leverage powerful reporting tools.

Google Drive Logo

Millions of people use Google Drive to send and receive files of all types. CapLinked together with Google Drive is even better. You can store and secure your files with greater cloud privacy and data protection.

Dropbox logo

CapLinked lets you securely collaborate on documents stored in Box’s file storage platform. Upload files directly from your Box account into a CapLinked Workspace, then apply additional security functionality, such as dynamic watermarking, Digital Rights Management, permission controls, and robust activity tracking.

Build Your Own Integration

Looking to integrate the security of a Virtual Data Room into an existing application or your company’s proprietary platform? The CapLinked API lets you seamlessly connect robust security functionality into your workflow, making it easy to collaborate with internal and external parties while maintaining full control over your data.

  • See exactly where your data has travelled and how it’s being used in real-time.
  • Integrate with File Sharing platforms such as Box, Dropbox, and Office365
  • Protect data and files shared via email, regardless of client.

Why Integrate with CapLinked?

Streamline your workflow with CapLinked’s powerful security tools.


Integrations require significant commitments up-front, which is why we make it easy. From planning stages to ongoing maintenance, CapLinked ensures the process goes smoothly and stays within budget — easing concerns around the horror stories of enterprise integrations of the past.

Cloud = Cost savings

Without the need to maintain on-premise server equipment or hire external contractors, CapLinked provides a cost-effective way to create and maintain integrations providing immense value to your company. We specialize in connecting our platform’s tools to other applications.


After the integration is complete, we commit to being there for you and your clients. Our industry-best support team ensures that our customers are satisfied while the software integration runs smoothly.

Integrate with CapLinked Today!

Give us a call! We’ll discuss your specific business needs and advise on possible implementation solutions.

Examples of Client Integrations

  Secure Investor Communications

CapLinked can integrate with your investor communications systems to enhance the speed, reliability, security, and professionalism of investor communications.

Fund Marketing

We have developed a custom, white-label environment and workflow to enhance the efficiency of reaching out to prospective investors, and added seamlessness to investors’ ability to review fund marketing materials.

  Bulk Asset Sales

CapLinked developed a custom integrated solution for large investment banks and real estate syndicators to manage bulk asset sales. This implementation integrates with the client’s internal technology infrastructure.