B2B SaaS · Integration Evidence
An integration logo is not proof that two products work together.
Show the buyer what connects, what moves, which limits apply, who supports it and when the claim was last tested. If those facts are not verified, hold the page.
First decide whether the integration deserves a page.
An integration request often starts with a logo. Sales wants the partner name on the site. Marketing sees a search phrase. Someone creates a page before the product team has confirmed what the connection does.
Start with a harder decision: should this claim be public at all?
Use this admission test. Mark each answer yes, no or unknown.
| Question | What a yes answer requires |
|---|---|
| Does the buyer have a distinct compatibility question? | The answer is not already owned by the integrations directory, product documentation, a comparison page or another governed page. |
| Is the connection available now? | It is live for the audience described. A roadmap item is not presented as a released product. A beta is labelled as a beta. |
| Can the team name the operating mode? | Product can say whether it is vendor-built, partner-built, supplied through an integration platform, custom or API-based. |
| Can product verify the fit? | An owner has confirmed plans, regions, versions, data direction, permissions and material limits. |
| Is there current evidence? | The claim has current product documentation, a dated test record or marketplace evidence that matches the wording. |
| Does someone own the claim after launch? | A named role will review changes in the API, plan, price, permission, support or availability. |
| Does the page give a usable next step? | The buyer can install, check setup needs, contact the right owner or see that the connection is not available. |
The first five answers must be yes before the claim becomes an indexable page. The last two need a named owner and a truthful next step. An unknown product fact is a hold. It is not space for a copywriter to guess.
The decision is one of four:
- Publish: the claim is verified, useful and owned.
- Consolidate: the answer is useful, but a directory, documentation page or another page already owns it.
- Hold: the integration may be real, but one or more material facts are not approved.
- Remove: the connection is unavailable, deprecated or cannot be supported truthfully.
Official marketplace rules point in the same direction. Google Workspace reviews both the listing and the app. Atlassian requires an app to perform as described. Those are platform-specific review rules, not a promise that every connection needs a marketing page.
Use the wider B2B SaaS buyer-question map when the real decision is whether any new URL should exist.
Name the integration you actually provide.
“Works with Product B” is not enough. It hides who built the connection and what the customer must do to use it.
Write one plain identity statement:
Product A connects to Product B through [operating mode]. The connection is published by [owner] and is available as [live, beta, private or deprecated].
The operating mode matters:
- Vendor-built: your company built and supports the connection.
- Partner-built: the other company or an authorized partner built it.
- Integration-platform connection: a service such as an automation or integration platform provides the route.
- Custom connection: a customer or services team builds it for a specific account.
- API-based: the public API makes a connection possible, but a finished product may not exist.
These are not interchangeable. A public API does not prove there is a ready-to-install integration. A partner logo does not prove your support team owns the setup. A marketplace entry does not make a custom connection native.
Zapier’s publishing requirements require the publisher to own, or have permission to use, the connected API. Google Cloud explains that an integrated SaaS offer can rely on partner-managed infrastructure. Microsoft requires a SaaS offer listed without an Azure purchase path to integrate with or extend a Microsoft product and explain that relationship.
Name both products exactly. Name the publisher. State the current release state. If a partner owns the connection, say what your team supports and what the partner supports.
This is also an identity decision. The entity foundations guide explains why clear names and relationships matter across your site. This page adds one narrower requirement: the relationship must describe the real product arrangement, not only the brand association.
Show what moves, which way it moves and what access it needs.
A buyer wants to know whether the integration fits a real workflow. A benefits paragraph cannot answer that.
Use a short data-flow statement:
| Field | Public answer |
|---|---|
| Records or events | Name the contacts, tickets, orders, invoices, messages or other objects that move. |
| Direction | State whether the flow is one-way or two-way. |
| Trigger or frequency | State whether it runs on an event, a schedule or a manual action. Qualify any timing limit. |
| Authentication | Name the sign-in or authorization method. |
| Permissions | List the material scopes or access requested. |
| Purpose | Explain why each material permission is needed for the stated workflow. |
Do not say “two-way sync” when only one record type writes back. Do not say “all customer data” when the connection moves only contacts and account names. Do not describe a scheduled job as an immediate update.
HubSpot requires shared-data descriptions to be current and to reflect requested scopes. Slack’s marketplace rules address permissions and least-privilege access. Google Workspace policies require transparent data use and minimum necessary scopes.
Performance words need special care. “Instant,” “automatic,” “complete” and “secure” can create objective or implied claims. The FTC’s substantiation guidance says an advertiser needs a reasonable basis before an objective claim is published. The evidence needed depends on what a buyer is likely to understand from the wording and context.
Marketing can make this explanation readable. Product, engineering, security and privacy owners must approve the facts.
Keep compatibility, setup and comparison as separate answers.
One long page is not automatically more helpful. Each page should answer the question it owns.
| Page type | Question it owns | What should live elsewhere |
|---|---|---|
| Single integration page | Do these products fit my workflow, plan and operating limits? | Detailed setup steps and broad product comparisons. |
| Integrations directory | Which connections can I browse or filter? | Full compatibility evidence for every pair. |
| Product documentation | How do I connect, configure, test and troubleshoot it? | Sales positioning and universal fit claims. |
| Comparison page | Which product fits my requirements better? | Step-by-step installation. |
The integration page should answer compatibility in plain English, then send the reader to current documentation for setup. Fast-changing steps, screenshots and field mappings are easier to maintain in the product documentation owned by the product team.
Zapier’s public-integration workflow treats testing, review, beta, support documentation and public discovery as separate parts of release. A current practitioner roundup focuses on searchable directories and logo grids. Those patterns can help discovery, but they do not replace product evidence.
Use the comparison evidence standard when the buyer is deciding between products. Use the answer-first service-page guide when the broader question is whether a page should be published, refreshed, consolidated or held.
Do not place a sales verdict on the integration page. Its job is to make fit and limits visible.
Put plans, regions, versions and purchase limits where buyers can see them.
The integration may work and still be unavailable to this buyer.
Show the material limits near the main compatibility statement:
| Availability field | What to state |
|---|---|
| Release state | Live, beta, private, paused or deprecated. |
| Plan | Which product plans include or allow the connection. |
| Region | Any country, hosting or marketplace limits. |
| Version | Supported editions or versions of both products. |
| External account | Any separate account, licence or partner subscription required. |
| Setup owner | Customer, your team, the partner or professional services. |
| Purchase path | Standard install, sales-assisted provisioning or another stated path. |
Do not hide an upgrade behind “Get started.” If the connection needs a paid plan, name it. If the user needs a second licence, say so. If availability changes by country or version, put that limit before the install or sales action.
HubSpot’s listing rules require pricing information to match the plan that supports the integration. Shopify says a listing should let merchants know whether the app will work for them, including relevant geographic or API requirements. Atlassian requires disclosure of external account or licensing needs. For Microsoft 365 apps and agents linked to a SaaS offer, Microsoft requires limitations and specialized purchase flows to be stated in the metadata and plan details.
These details are part of compatibility. They are not fine print.
Use marketplace approval as evidence, not as a permanent guarantee.
A current marketplace listing can support a public claim. It may confirm the publisher, distribution state, reviewed metadata and access path. It cannot prove that every workflow works in every account today.
Review scopes differ by platform:
| Ecosystem | Useful public evidence | Limit to remember |
|---|---|---|
| HubSpot | Data descriptions, scopes, pricing plan and support path | The owned page still needs to match current product behavior. |
| Slack | Listing clarity, function, permissions, support and ongoing upkeep | Approval is not the end of maintenance. |
| Google Workspace | Review of the listing and app; test access for gated functions | A reviewed version can change later. |
| Atlassian | The app must perform as described and disclose external requirements | Compatibility still needs continuing review. |
| Zapier | API authority, production readiness, test access and support | A public connection can depend on another product’s API. |
| Shopify | Listing accuracy, price and material fit limits | Merchant configurations can still differ. |
| AWS | Entitlement, registration, metering and billing checks | Commercial-flow tests do not prove every product workflow. |
| Google Cloud | Listing plus frontend and backend SaaS integration | The product can run on partner-managed infrastructure. |
| Microsoft | Integration description, authorization and disclosed limits | Specialized purchase or provisioning paths may apply. |
| Salesforce AppExchange | A separate managed-package security-review process | Security review is not a universal product-fit certificate. |
Do not turn ten different platform processes into one “certified integration” badge. Use the platform’s actual status and link the current record.
This evidence also needs reconciliation. If the owned page says the connection is available to every plan but the marketplace lists one plan, stop and resolve the conflict. If support ownership differs, show the narrower approved statement until product and support owners confirm the change.
Google Workspace lets publishers preview listing changes and sends some changes through manual review. Atlassian describes a marketplace listing as a living asset. Marketplace evidence is useful because it is public and specific. It is not permanent.
Test the real path and record what was tested.
A screenshot proves that someone saw a screen. It does not prove a complete integration path.
Testing belongs to product, engineering and QA. Those owners decide what level of testing is needed. A public evidence record can then state the approved scope without pretending that marketing ran the test.
Different tests answer different questions:
- A unit test checks one part of the integration logic.
- A contract test checks whether an external API still matches expected requests and responses.
- An end-to-end test follows a real path across the connected products.
- A user test checks whether the intended person can complete the workflow.
- Production monitoring can reveal auth, schema, token, rate-limit or other failures after launch.
AWS’s marketplace checklist includes entitlement, registration, metering and billing states. Zapier’s publication path moves through testing, review, beta and support documentation. A current Prismatic testing guide distinguishes unit, contract and end-to-end testing; it is practitioner evidence, not a platform rule.
Use a dated test label:
| Test field | Record |
|---|---|
| Tested on | Actual date of the approved test. |
| Path tested | The named workflow, objects and direction. |
| Environment | Production, staging, sandbox or another stated state. |
| Plans and versions | The actual product conditions used. |
| Responsible owner | Engineering or QA role that approved the record. |
| Exclusions | Important workflows, plans or configurations not tested. |
A TESTED-DATED label does not promise future uptime. It tells the buyer what evidence existed and where its boundary sits.
Put product, security, privacy, legal and support claims with the right owner.
The page needs one accountable record, but one person should not approve every kind of claim.
| Claim | Accountable owner | Public evidence |
|---|---|---|
| Supported workflows, plans, regions and versions | Product | Approved product record and current documentation. |
| Functional and regression testing | Engineering or QA | Test scope, environment, result and date. |
| Permissions, security and data use | Security and privacy | Approved scope list, data-flow statement and applicable review record. |
| Performance, brand and regulated claims | Legal or authorized reviewer | Substantiation and permission appropriate to the wording. |
| Setup, support and custom work | Support or services | Current contact path and service boundary. |
| Page structure and public evidence consistency | Mindflow | Editorial recommendation based on current public records. |
The Integration Claim Contract
Keep one approved record behind every public integration page. It should hold the product pair and publisher, operating mode, release state, plans, regions, versions, data exchanged, direction, auth, permissions, setup owner, public evidence, support boundary, last test and change trigger.
| Contract field | Approval owner |
|---|---|
| Product pair, publisher and operating mode | Product and engineering |
| Release state, plans, regions and versions | Product |
| Data, direction, timing, auth and permissions | Engineering, security and privacy |
| Setup owner, documentation and support boundary | Product and support |
| Test scope, date, environment and exclusions | Engineering or QA |
| Marketplace or partner evidence | Product and legal |
| Change trigger and public page decision | Product, support and marketing |
This contract is not a certificate. It is the record that stops one public claim from being assembled from six unowned messages.
The FTC’s small-business advertising guide says proof must exist before an objective claim runs. Guarantees, testimonials and partner badges do not replace that proof. Words, screenshots and context can also create implied claims.
Security deserves its own boundary. Salesforce requires managed packages to undergo AppExchange security review. That review is a named platform process. It does not justify a broad claim that every customer deployment is secure or compliant.
For SaaS sold to healthcare or legal buyers, privacy and regulatory statements need the appropriate specialist review. For eCommerce, home-service operations or other SaaS buyers, order, inventory, dispatch, CRM or billing flows still need precise ownership. The evidence model stays consistent. The risk and reviewer may change.
Mindflow delivers the public-evidence review and remains responsible for the recommendation about the page and its priorities. Mindflow does not certify your integration. Your product, engineering, security, privacy and legal owners approve the facts that belong to them.
Keep the claim current when the product changes.
An accurate page can become wrong without anyone editing it.
An API changes. A permission is added. A plan moves. A partner stops supporting setup. The marketplace record enters review while the owned page still shows the old promise.
Set change triggers before launch:
| Trigger | Owner checks | Public decision |
|---|---|---|
| API, schema, webhook or auth change | Data flow, permissions, test evidence and docs | Update, qualify or hold. |
| Plan, price, licence or region change | Availability strip and CTA | Correct before promotion. |
| Version or feature change | Supported workflow and exclusions | Retest or narrow the claim. |
| Partner or marketplace change | Publisher, status and support boundary | Reconcile the public records. |
| Support change | Contact path, setup owner and custom-work boundary | Update the next step. |
| Deprecation or outage with no supported path | Entire compatibility promise | Hold, deprecate or remove. |
Keep a small correction record for material changes: the date, what changed, which evidence was checked and whether the page was corrected, qualified, held or removed.
Slack says marketplace approval is only the beginning. Atlassian tells publishers to treat a listing as a living asset. Google Workspace documents draft, review and unpublish states. Those official records support a simple rule: publication creates a maintenance duty.
A “reviewed on” date is useful only when someone checked the material fields. The date itself is not proof.
Give the buyer the right next step—or remove the claim.
The next step depends on what the evidence supports.
- Install: the buyer can start through a current public path.
- Read setup requirements: documentation owns the detailed steps and limits.
- Contact support: the buyer needs help within a stated support boundary.
- Request partner setup: a partner or services team owns delivery.
- Join a beta: the release state and limits are labelled clearly.
- Not available: the public claim is held or removed.
Use evidence labels that say what is known:
| Label | What it means | What it does not mean |
|---|---|---|
PRODUCT-VERIFIED | Product approved the public fit, plan and limit statements. | Every customer configuration will work. |
TESTED-DATED | Engineering or QA recorded the test scope and date. | Future uptime or unchanged APIs. |
MARKETPLACE-CORROBORATED | A current official listing agrees with the public claim. | Universal certification or permanent functional proof. |
PARTNER-ASSERTED | An authorized partner supplied the claim and its boundary is named. | First-party product testing. |
UNVERIFIED-HOLD | One or more material facts remain unknown or unapproved. | Publishable copy. |
DEPRECATED-REMOVE | The connection or claim is no longer supportable. | An indexable compatibility promise. |
The page has done its job when the buyer can make the next decision without decoding the product arrangement.
This is one part of the B2B SaaS search system. The PLG and sales-led measurement guide owns what happens after discovery: trial, activation, demo, qualification, opportunity and pipeline. This page does not claim those outcomes.
Review one integration claim
Bring one public integration page or claim. Mindflow can review the public evidence, compare the owned page with current documentation and marketplace records, check the internal path and explain the first visible gap.
We will not test the product, inspect private customer accounts, certify security or compliance, or promise rankings, AI mentions, demos, pipeline or revenue.
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Source notes
Primary platform guidance checked 21 August 2026:
- HubSpot App Marketplace listing requirements
- Slack Marketplace app guidelines and requirements
- Google Workspace app review
- Google Workspace Marketplace policies
- Atlassian app approval guidelines
- Zapier integration publishing requirements
- Shopify App Store requirements
- AWS Marketplace integration checklist
- Google Cloud integrated SaaS product guidance
- Microsoft commercial marketplace certification policies
- Salesforce Code Analyzer for AppExchange
- FTC advertising substantiation policy
- FTC advertising FAQ
Platform reviews have different scopes. Check the current rule and product record before publishing a compatibility claim.
