Table of Contents
Feature/Functionality Updates
Google Analytics 4 (GA4) Integration
SafeBase now support both GA formats, the soon-to-be sunsetted GA3 as well as GA4. Navigate over to ‘Trust Center Settings' and add your GA ID.
Webhooks integration
Webhooks integration is now live! Admins can now define webhooks to receive events from SafeBase, and create custom workflows or notifications. Saweeet.
For example - when a new access request comes in, you can create a Zapier Webhooks Zap to post on a designated slack channel and notify a specific person or group. Or if someone submits a questionnaire, you can create a Zap to send that doc directly to a Google Drive folder and create a ticket in ClickUp. The possibilities are endless.
To note, this feature is only available for Advanced and Enterprise plans. Check out our help article to see more use cases.
Add Accounts and Members with an Import File
Want a quick way to add accounts and account members to your Trust Center? Look no further than the 'Import' button on the Accounts tab. Now you can easily create new accounts or add members through a file import. To note - the file needs to be either .csv or .xlsx, with certain data fields (e.g., account name, NDA provider). Once you click 'Import' you will see additional details including a template, or learn more here.
Auto invite directly from Salesforce
Wish there was a way to automatically invite people to your Trust Center once certain fields are updated in Salesforce? For example, when opportunities with 'opportunity type**' ='**new**' are moved to 'demo', auto invite the primary contact to access your Trust Center. This is how SafeBase has our auto invite configured, and now you can too 🎉 .
This new automated flow detects changes in specified fields in Salesforce, follows pre-defined rules, and invites them to SafeBase. Proactively sharing your Trust Center in the sales process has never been easier! To note - this feature is only available to enterprise customers with Salesforce integration. Please reach out here or to your CSM if you want to rock and roll with auto invite. If you are a HubSpot user and would like a similar workflow let us know - either through email or voting here.