Safari Portal integrates with Google Sheets so that any client information collected via Guest Forms in any Guest Portals can be automatically added into almost any CRM you are using.
Here's how:
Step 1
❗️Note: you must be the account admin in order to set up this integration.
If you are the account admin for your Safari Portal Agent account, navigate to your Account Settings by clicking the triangle next to your initial in the top right corner of your dashboard. Then click the Integrations tab.
Step 2
Now, click the Connect button.
Step 3
Select the Google account you would like to sync your client data to.
Step 4
Follow the prompts to sync Safari Portal to your Google account.
Step 5
Just kidding, there's no Step 5 - you're already done.
How can I find my client information now?
Easy peesy lemon squeezy. Head to your Google Drive and search for "guest" and you will find a new Google Sheet called "Safari Portal: Guests" with your Account ID. Now you have a running Google Sheet with all the client information ever collected via your guest forms.
Why is this so cool?
This is one of our all time favorite features because it is so wide-reaching. Google Sheets integrates with almost everything via a platform like Integrately or Zapier, a low-cost third party platform that connects one platform to another via what they call "zaps" or "ready automations." You could set these up in a matter of minutes so that, for example, every time a client completes their forms, the system automatically adds or updates a contact to a CRM (ie, Hubspot, Keap, Zoho, Insightly, Pipedrive, Mailchimp, and literally thousands of others).
What information will be pulled through?
Note that health and dietary information will not pull through to Google Sheets for compliance reasons, and that passport information will only pull through for guest forms where the passport number and expiry date was entered, and if your client had consented to their personal information being kept on file.
Thank you for being on this journey with us! 🙌