Resumen: SafetyCulture Integration Builder

We understand that customers using SafetyCulture to perform inspections for their clients may want to streamline the experience of loading client information into SafetyCulture.

This integration helps synchronize your accounts in Salesforce with the sites in your SafetyCulture organization. This way, new clients or updates to existing ones will always be up to date in SafetyCulture, streamlining your workflow when you need to schedule inspections and more.

Trigger

This integration triggers when a new account is created or an existing one is updated in Salesforce.

Actions

For each new or updated account, the integration searches for sites by their label. Depending on the search result, the relevant site will be updated or a new site will be created.

We understand that customers using SafetyCulture to perform inspections may want to plan inspections in response to customer interactions, and follow up actions they create in their own CRM tool as support cases.

This 2-part integration helps you automatically start inspections in SafetyCulture and pre-fill with HubSpot record details, as well as create actions as records or cases back in HubSpot.

1. Start inspections with HubSpot records

Trigger

This integration triggers when a record of a specific type is created in HubSpot.

Actions

For each new record, the integration starts an inspection in SafetyCulture, where you have the option to pre-fill question responses with details from the record.

2. Create actions as HubSpot cases

Trigger

This integration triggers when an action is created in SafetyCulture.

Actions

For each new action, the integration creates a record in HubSpot, where you have the option to pre-fill the record with action and inspection details.

Con el Integration Builder de SafetyCulture también puede crear integraciones para optimizar los flujos de trabajo dentro de SafetyCulture sin incluir herramientas comerciales de terceros.

Esta integración le ayuda a crear y asignar acciones a las personas adecuadas en función de las respuestas a preguntas de inspección específicas.

Activar

Esta integración se activa cuando se completa una inspección para una plantilla seleccionada.

Acciones

Para cada inspección completada, la integración crea una acción y evalúa las respuestas a preguntas específicas, después asigna la acción a las personas adecuadas según la evaluación.