Swivel

Swivel Jumpstart Webinar: Monday, 2/16/2026

🔗 <a href="https://%F0%9F%94%97" rel="nofollow noopener noreferrer" target="_blank">Swivel - Intulse Integration</a>

🔗 <a href="https://help.swivelcrm.com/en/articles/12832663-swivel-ring-central-phone-integration">Swivel - Ringcentral Integration </a>

🔗 <a href="https://help.swivelcrm.com/en/articles/12043250-text-campaign-registration-compliance">Text Campaign Registration Compliance</a>

🔗 <a href="https://help.swivelcrm.com/en/collections/12058775-client-portal">Client Portal</a>

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🔗 <a href="https://help.swivelcrm.com/en/collections/6554367-emails">Emails</a>

🔗 <a href="https://help.swivelcrm.com/en/collections/6553769-appointments-calendar">Appointments &amp; Swivel Calendar</a>

🔗 <a href="https://help.swivelcrm.com/en/collections/6529218-contacts">Contacts Collection</a>

🔗 <a href="https://help.swivelcrm.com/en/articles/9200440-products">Products in Swivel</a>

🔗 <a href="https://help.swivelcrm.com/en/articles/8482187-sales-pipelines-and-opportunities">Opportunities and Pipelines</a>

02.16.2026 Swivel Jumpstart & Swivel 101 Webinars

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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02.16.2026 Swivel Jumpstart & Swivel 101 Webinars

Swivel Jumpstart Webinar: Monday, 2/16/2026

Swivel 101 Webinar: Monday, 02/16/2026