We strongly recommend exploring all of Safari Portal’s built-in tools—including contact, task, pipeline, and financial management—as they may eliminate the need for a separate third-party CRM. While there are some limitations, the platform offers robust functionality that’s designed to work seamlessly together, streamlining your workflows within a single ecosystem.

That said, if you’ve determined that a third-party CRM is necessary, Safari Portal integrates with Google Sheets, allowing you to automatically sync client information collected through Guest Forms with nearly any CRM you're using. Here's how:

Step-by-Step Instructions

1. If you're the account admin for your Safari Portal Agent account, click your initials in the top-right corner of your dashboard to access Account Settings.
2. Click the Integrations tab.
3. Then, click the Connect button on the Google Sheets integration.

4. Choose the Google account where you'd like to sync your client data.

5. Follow the prompts to sync Safari Portal to your Google account.

A. Be sure to grant the necessary access permissions.

6. Once connected, you will see the option to Sync Data or Disconnect your Google account.

How can I find my client information now?

1. Navigate to your Google Drive

2. On your Home tab you will see the Safari Portal Google Sheet called Safari Portal: Guests along with your Account ID.

A. You can also search for guests in the search bar to find the Google Sheet.

Why is this so cool?

This is a powerful feature because of its broad versatility.

Google Sheets integrates with nearly everything through platforms like Integrately or Zapier, which are affordable third-party tools that connect different platforms using "zaps" or pre-built automations.

You can set these up in just a few minutes, so, for example, every time a client completes their forms, the system can automatically add or update a contact in your CRM (such as HubSpot, Keap, Zoho, Insightly, Pipedrive, Mailchimp, and thousands of other options).

Troubleshooting

• Each time the GoogIe Sheets integration is connected, it creates a new sheet.
• • Old sheets become inactive upon disconnection.
• Users should never manually edit the integrated Google Sheet.
• Troubleshooting tips:
• 1. Click Sync Data to update sheet with platform data.
  2. Check for permission errors during connection process.
  3. Verify sheet location (Google Sheets website vs. Google Drive).

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