With the Zapier integration, you can connect Safari Portal to your favorite apps and automate everyday tasks—no coding required. This guide will walk you through the setup process.

Step-By-Step Instructions

1. Login to your Zapier account (or create one, if you haven't done so already).
2. Login to your Safari Portal account.
3. Go to your Settings → Integrations tab → scroll down to the CRM section, where you will find the Zapier integration.
4. Click the Connect button.
   
5. 1. ⚠️ Important: If you do not see a connect button, please use this form to alert our team, and we'll enable access for your account.
6. Safari Portal’s Zapier page will open in a new tab. Click Accept Invite & Build a Zap.
7. Zapier will redirect you to your homepage; you now have access to the integration.
   

Connect Your Safari Portal Account

1. Click Create in the top-right corner of your Zapier homepage to create a new Zap. You will then be taken to the following page:

2. Click either the Trigger or Action button to open the app selection pop-up.

3. In the search bar at the top of the app selection pop-up, enter Safari Portal.

A. The integration will appear as Safari Portal (x.x.x).

B. Click on the integration.

. 4. You’ll be redirected to the following screen. Click Sign In to continue.

5. A new pop-up window will appear. Click Yes, Continue to Safari Portal to proceed.

1. 1. If the pop-up window does not appear, make sure pop-ups are enabled in your browser settings.

6. On the next screen, verify that the correct account is selected, then click Authorize.

A. Wait for the pop-up window to close automatically. This may take a few moments.

7. The Account section will now update to your Safari Portal name. You’re all set to start making Zaps!

Keywords: Zapier, integration, automation, workflows, connect apps, setup Zapier, Safari Portal integration