Overview
The Swivel-Intulse integration connects your phone system directly to your Swivel CRM, making it easier to manage and track communication
Integration Features
ð Tip: To learn more about the integration, please visit Swivel's Integration page on Intulse
Click-to-Call: â¯Place phone calls from within Swivel using click-to-call buttons on any phone number, saving time and improving call efficiency.
Click-to-Text:⯠Send texts from within Swivel using click-to-text buttons on any phone number.
View Call History: â¯Log calls with detailed notes, including a full call recording file with one click. You can then view a log of all calls made or received by your staff. This log includes the date, time, duration and call recording file (optional) of every call.
Contacts Activities Access: â¯Quickly add any call notes to a person during the call and they will show up in the Swivel contact record's call log.
Pop-up Alerts with Profiles:⯠Incoming calls trigger a toast notification to open the callerâs profile in Swivel BEFORE you answer the call! This helps you quickly learn about the latest details of the caller so that you can serve them better and more efficiently.
Call Anyone from Anywhere: â¯Whether on desktop or mobile, the Intulse app allows users to search Swivel contacts and call or text them.
Unrecognized & New Numbers: â¯Intulse now allows the creation of new contacts, or the addition of new phone numbers to existing contacts through the Swivel integration.
Connecting Swivel to Intulse
If you would like the Swivel integration enabled for your account, please contact Intulse Support directly and they will be happy to get you connected.
Once the Swivel Integration has been added to your account, please follow the directions below to get connected:
Click More, then Integrations.
Select Swivel from the list.
Click the button to Authorize Intulse.
Please note: In order to fully benefit from this integration, both Swivel and the Intulse App should be open and running in the background of your device.
FAQs-Swivel Integration with Intulse
Can Swivel set up the Intulse Integration?
Can Swivel set up the Intulse Integration?
Swivel cannot setup the Intulse integration on your behalf. Please contact Intulse Support directly.
Does the Swivel Integration offer Automatic Call Logging?
Does the Swivel Integration offer Automatic Call Logging?
Yes! Each call log includes:
Date, start time, and duration
Call type (inbound or outbound)
Whether or not call was completed
Linked call recording (if recorded)
You can also add notes or commentary directly to the call log.
Can I use Click-to-Call and my Intulse texting?
Can I use Click-to-Call and my Intulse texting?
Yes! Search Swivel contacts in the Intulse App to start a call instantly. With the Intulse Companion App installed, click any phone number in Swivel to start a call or text message.
To experience the integration between Intulse and Swivel, you will need to use the Intulse App.
Do I have to have the Intulse App?
Do I have to have the Intulse App?
Yes! To learn more about the Intulse App or if you need help installing and navigating the app, click here for a complete walkthrough.