SafeBase

Easily embed important integrations to your Security Trust Center

Embedding Intercom and Google Analytics

Learn how to connect SafeBase to your Jira Cloud instance.

Jira Integration Setup

Sync important data from SafeBase directly to your database in a few easy steps

Data Warehouse Sync Overview

See how you can upload your AIP protected documents to SafeBase.

Azure Information Protection (AIP) (Beta)

SafeBase's Introduction to our new Advanced Analytics Dashboard that adds a "Revenue" Field.

Salesforce Advanced Analytics Dashboard (BETA)

Kevin Qiu

Natalie Novick

Matt Szczurek

Integrations

Learn how to use our Webhooks feature for custom workflows.

Webhooks Configuration

Learn how to create Tasks in ClickUp when new Access Requests are created using Zapier and our Webhooks feature.

Webhooks: ClickUp + Access Requests via Zapier

Learn how you can use Webhooks with Zapier to write custom event messages to a Microsoft Teams channel.

Webhooks: Microsoft Teams + Zapier

Webhooks

See how you can configure the SafeBase Slack Bot to use custom mentions for notifications.

Custom Slack Bot Notifications

Approve or deny SafeBase Trust Center requests directly from Slack

Configure your Slack Integration

Slack

Learn more about how SafeBase requests can be automatically approved using custom rules and your CRM system.

CRM Rules Engine Overview

David Rodriguez

Learn about SafeBase's Salesforce & Hubspot integrations

CRM (Salesforce & Hubspot)

Learn how to configure our Salesforce integration for automatic approval and activity sync.

Salesforce Auto Approve + Activity Sync

This guide is for SFDC admins that need to install the Salesforce Managed App for SafeBase.

Salesforce Managed App Setup Guide

This page describes how Salesforce users can use the Salesforce Managed App.

Salesforce Managed App Usage Guide

Guide on additional steps for organizations that had the beta installed previously.

Upgrading from Salesforce Managed App Beta

Learn how you can have Salesforce Contacts automatically invited to SafeBase.

Salesforce Auto Invite

Steps to setup Salesforce integration and estimated time needed.

Salesforce Setup -  Steps & Estimated Time

Salesforce

This article describes the setup process for our HubSpot CRM integration.

HubSpot CRM Integration

Hubspot

SafeBase Trust Center

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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