Integrations
Learn about SafeBase's integrations.
Integration - JIRALearn how to connect SafeBase to your Jira Cloud instance.
Integration - Data Warehouse SyncSync important data from SafeBase directly to your database in a few easy steps
Integration - Microsoft PurviewSee how you can upload your MP protected documents to SafeBase.
Integration - SafeBase APIInformation on SafeBase's API, including access and capabilities.
Integration - Custom URLCustom URL setup instructions
Integration - SAML SSOFollow these steps to set up your SAML SSO
Integration - SCIMThis article describes how to setup SCIM for automated provisioning and deprovisioning
Integration - Ironclad NDAAn overview of the Ironclad NDA Integration
Integration - Microsoft Teams (Closed Beta)The SafeBase platform can integrate with Microsoft Teams to enable streamlined access workflows and provide notifications to SafeBase admins.
Branding - Custom Email NotificationsSteps to configure branded email notifications for your customers.
Branding - Custom Email ExamplesExamples of branded transactional emails
Integration - Microsoft Dynamics 365 (Beta)Usage and setup for SafeBase's Microsoft Dynamics Integration
Integration - DrataSafeBase's Drata integration bolsters Trust Center capabilities
Integration - Google Drive Sync (BETA)Getting started with SafeBase's Google Drive for the Trust Center's Trust Library
Integration - CRM - Access Request Workflow TestingHow to test SafeBase's CRM workflows for Salesforce, HubSpot, and Microsoft Dynamics.
SafeBase API - Managing DocumentsGeneral walkthrough on how to utilize SafeBase's API to manage documents in the Trust Center.
CRM (Salesforce & Hubspot)
Learn about SafeBase's Salesforce & Hubspot integrations
Integration - Salesforce (SFDC), Hubspot, and Microsoft Dynamics + Rules Engine GuideComplete Guide to SafeBase CRM Integration capabilities
