SafeBase

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

CRM Rules Engine Overview

Learn about SafeBase's Salesforce & Hubspot integrations

Learn how to configure our Salesforce integration for automatic approval 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.

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

Steps to setup Salesforce integration and estimated time needed.

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

Find answers and get help from Intercom Support and Community Experts

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