Client Data Integrations

Not only can you collect & manage client information using in-built guest forms but you can easily share this information as needed with your DMC’s and ground partners with a single click and you can also automatically add all of your client data to a running Google Sheet.

This is one of our all time favorite features because it is so wide-reaching. Google Sheets integrates with almost everything via platforms like Integrately or Zapier, low-cost third party platforms that connect 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).

Like everything in Safari Portal, the goal is automate as much of the process as possible to free you up to spend time doing the things that cannot be automated!