SafeBase
Filament

Ask questions about your SafeBase data

Connect SafeBase to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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SafeBase shows you which prospects access your trust center and what documents they view, but understanding how security reviews affect deal velocity requires connecting to your CRM and sales data. Filament links SafeBase access requests and engagement metrics to opportunities in Salesforce, HubSpot, or other tools, so you can analyze security review patterns, deal cycle impact, and compliance documentation effectiveness in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track SafeBase KPIs with Filament Analytics

Connect your SafeBase account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key SafeBase metrics you can track in Filament:

ACCESS_REQUEST
Track security review access requests with request_date, approval_status, organization_id, and reviewer_email. See which prospects request access to your trust center and how quickly reviews are approved.
records:
request_idrequest_dateapproval_statusorganization_idreviewer_emailproduct_id
PORTAL_PRODUCT
Monitor which products appear in your trust center with product_name, visibility_status, last_updated, and document_count. Understand which security documentation prospects view most frequently.
records:
product_idproduct_namevisibility_statuslast_updateddocument_count
PRODUCT
Track security documentation and compliance artifacts with artifact_type, upload_date, version, and expiration_date. See which compliance documents are accessed during security reviews.
records:
product_idartifact_typeupload_dateversionexpiration_datefile_name
ORGANIZATION
Analyze customer and prospect information with organization_name, industry, company_size, and first_access_date. Segment security review activity by company characteristics.
records:
organization_idorganization_nameindustrycompany_sizefirst_access_dateaccount_type
ORGANIZATION_SETTING
Review trust center configurations with custom_branding, enabled_features, access_restrictions, and last_modified. Track how different organizations customize their security review experience.
records:
organization_idcustom_brandingenabled_featuresaccess_restrictionslast_modified
TRUST_CENTER_ENGAGEMENT
Measure trust center activity with page_views, document_downloads, time_spent, and visit_date. Understand how prospects engage with your security documentation.
records:
organization_idpage_viewsdocument_downloadstime_spentvisit_dateuser_id
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Combine SafeBase with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, SafeBase lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
trello
zendesk-support

Your SafeBase data gets even more powerful when combined with other tools:

SafeBase
Salesforce

SafeBase + Salesforce

Connect SafeBase access requests with Salesforce opportunities to see how security review timing affects deal velocity. Track which accounts request trust center access, how engagement correlates with deal stage progression, and whether faster security reviews shorten sales cycles.

SafeBase
HubSpot

SafeBase + HubSpot

Connect SafeBase trust center engagement with HubSpot deals to analyze security review impact on pipeline. See which prospects download compliance documents, how trust center activity predicts close rates, and which industries require the most security documentation before buying.

SafeBase
Intercom

SafeBase + Intercom

Connect SafeBase access requests with Intercom conversations to understand security review questions and support needs. Track which compliance artifacts generate the most questions, how support interactions during security reviews affect deal outcomes, and where prospects need clarification on documentation.

Benefits of Filament's SafeBase Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your SafeBase account

Connect your SafeBase account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your SafeBase data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build SafeBase dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

SafeBase integration FAQ

Everything you need to know about connecting SafeBase with Filament and getting the most out of your data.