SafeBase

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

CRM Rules Engine Overview

Review this guide for configuring the in-app Salesforce integration for auto approve and activity sync.

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

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

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

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

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