CRM connectors
The 21 CRM connectors Safeguard connects to, how each one connects, and a setup page for each.
Customer systems: business context, low direct evidence value.
Each connector has its own page: the credential to create at the vendor, the permissions it needs, what to enter on Compliance › Connectors, and the frameworks it provides evidence for. How connecting works, card statuses and multiple accounts: Compliance connectors. Every connector in one table: setup reference.
ActiveCampaign
Connect ActiveCampaign to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect ActiveCampaign
Affinity
Record your Affinity connection as crm evidence. Automated collection is not available for this provider yet.
Connect with: API token. How to connect Affinity
Attio
Connect Attio to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token, MCP server. How to connect Attio
Capsule
Connect Capsule to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Capsule
Close
Connect Close to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token, MCP server. How to connect Close
Copper
Connect Copper to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Copper
folk
Connect folk to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect folk
Freshsales
Record your Freshsales connection as crm evidence. Automated collection is not available for this provider yet.
Connect with: API token. How to connect Freshsales
GoHighLevel
Connect GoHighLevel to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect GoHighLevel
HubSpot
Connect HubSpot to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token, MCP server. How to connect HubSpot
Insightly
Connect Insightly to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Insightly
Keap
Connect Keap to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Keap
Microsoft Dynamics 365
Connect Microsoft Dynamics 365 to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Microsoft Dynamics 365
Nutshell
Connect Nutshell to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Nutshell
Pipedrive
Connect Pipedrive to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Pipedrive
Salesflare
Connect Salesflare to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Salesflare
Salesforce
Connect Salesforce to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Salesforce
Streak
Connect Streak to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Streak
SugarCRM
Connect SugarCRM to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect SugarCRM
Vtiger
Connect Vtiger to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Vtiger
Zoho CRM
Connect Zoho CRM to collect crm evidence with automated compliance tests, switched on per workspace.
Connect with: API token. How to connect Zoho CRM