🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below🌟

🚀 Pro Tip: All of our webinars are available via the Help Center in the Webinar Library section.

🎧 Tip: Turn on subtitles using the gear icon (⚙️) in the video player.

Quick Takeaways

• In this webinar, Safari Portal officially launched its new Zapier Integration, giving users the ability to connect Safari Portal with over 9,000 apps and automate workflows without coding.
• The integration is available now for Tier 2 plans and above. Account Admins can enable it via Account Settings → Integrations → Zapier.
• Zapier works on a simple “If This, Then That” model. A trigger starts an automation, and one or more actions are performed automatically in connected apps.
• Safari Portal launched with 12 triggers and 8 actions, allowing users to create, update, find, and manage Files and contacts across their technology stack, with additional functionality planned for future releases.
• Example workflow: when a File moves to Confirmed in Safari Portal, Zapier can automatically update the corresponding deal stage in a CRM such as HubSpot and sync relevant File information.
• New inquiries from external forms such as Typeform can automatically create contacts, Files, and travelers in Safari Portal, reducing manual data entry and improving lead management.
• Financial workflows can also be automated. For example, payment updates in Safari Portal can trigger actions in accounting platforms such as QuickBooks and send notifications to team members.
• The integration supports two-way automation, meaning information can flow both into and out of Safari Portal. Contacts created in a CRM can automatically be created in Safari Portal, and vice versa.
• Zapier offers a free plan with basic automation limits, but Safari Portal recommends the Professional Plan for multi-step workflows, premium app integrations, filtering tools, and higher task allowances.
• Safari Portal is introducing Blueprint Services, where the team can help audit workflows, design automation strategies, and build custom Zaps.
• Users are encouraged to submit feedback, automation ideas, and support requests to help shape future enhancements.

📌 Keep an eye on our Notice Board for new and upcoming releases!