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QuadraProfile Now Integrates with Salesforce: DISC Assessments Inside Your CRM
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QuadraProfile Now Integrates with Salesforce: DISC Assessments Inside Your CRM

Send DISC assessment invitations from Salesforce and receive results automatically on your records — no code, no Apex, no leaving your CRM. Meet the new integration via REST API, webhooks, and Platform Events.

QuadraProfile TeamProduct & Integrations
6 min

Your hiring process lives in the CRM. Your assessments should too.

Recruiting teams working on Salesforce lose time every time they must leave the CRM to manage a behavioral assessment: copying emails, sending invitations by hand, downloading reports and attaching them to candidate records. Every context switch is friction, and every manual step is a chance for error.

That is why we built the QuadraProfile integration for Salesforce: the full DISC assessment cycle — invite, assess, receive results and report — happens without leaving your CRM.

How the integration works

1. You invite from Salesforce

A button or Flow on your Contact or Lead calls the QuadraProfile REST API with the candidate's basic data. QuadraProfile creates the assessment and emails the invitation automatically. Your Salesforce record ID travels as external_id — the key that connects both worlds.

2. The candidate takes the test

The assessment experience is unchanged: 24 forced-choice blocks, 10-15 minutes, on any device.

3. Results arrive in your org on their own

When the report is ready, QuadraProfile publishes a Platform Event to your Salesforce org with the Natural and Adapted profile scores (D, I, S, C), the primary behavioral style, and the PDF download link. A Platform Event-Triggered Flow — configured with clicks — receives the event and updates your record: fields, tasks, recruiter notifications, whatever your process needs.

No Apex, no deployments, no developers

The most important architectural decision: the integration requires no code on the Salesforce side. Everything is declarative: Flows, HTTP Callouts with Named Credentials, and Platform Events defined from Setup. Security uses platform standards: server-to-server OAuth 2.0 and per-company API token authentication for report downloads. Failed deliveries retry automatically for hours.

Not on Salesforce? There is a path too

The same capability is available for any CRM, ATS, or in-house system through two pieces: the REST API (invite candidates, check status, download PDF reports) and a signed webhook that notifies every completed assessment with HMAC cryptographic verification. If your system can receive a JSON POST, it can integrate with QuadraProfile.

Available now

The integration is available to QuadraProfile customers. If you want to connect your Salesforce org or your internal system, contact us and we will share the implementation guide — a typical setup takes under an hour.

FAQ

Frequently Asked Questions

Do I need Apex code or a Salesforce developer?

No. The integration relies on Salesforce declarative tools: Flows, HTTP Callouts, and Platform Event-Triggered Flows. Everything is configured from Setup with clicks — no code to write or deploy.

How do assessment results reach Salesforce?

When a candidate completes the assessment and the report is generated, QuadraProfile automatically publishes a Platform Event to your org with the Natural and Adapted scores (D, I, S, C), the behavioral style, and the PDF report link. Your Flow decides where to store them: Contact, Lead, or any custom object.

Can I integrate QuadraProfile with a CRM or ATS other than Salesforce?

Yes. Besides the Salesforce mode, we offer a generic HMAC-SHA256 signed webhook that notifies any system able to receive a JSON POST, plus the REST API to invite candidates and download reports.

What happens if my system is down when the notification arrives?

QuadraProfile retries delivery automatically with increasing waits (1 minute to 2 hours, 6 attempts). You can also query the status of any assessment at any time via the API.

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