Swivel

Jessica

Boni Newberry

Celeste Olson

Integrations

🙋Can I make calls directly from Swivel?

Swivel - Intulse Integration

Swivel - Ring Central Phone Integration

Learn the difference between Swivel’s native texting and VOIP integration, when to use each, and how they work together.

Understanding VOIP Integration vs Native Texting in Swivel

Phone & Calling

Learn to connect Zapier to Swivel, automatically create and update contacts, map lead information, use marketing events and campaigns, and troubleshoot common issues such as duplicate contacts, account connections, and…

Connect Swivel to Zapier

Learn how to send leads from Google Sheets to Swivel using Zapier. Set up your spreadsheet, connect your accounts, map lead information, and automatically create new Swivel contacts from new…

How to Send Leads from Google Sheets to Swivel with Zapier

Learn how to connect Facebook Lead Ads to Swivel using Zapier. Automatically create new Swivel contacts from Facebook leads and map lead information to Swivel contact fields.

How to Connect Facebook Lead Ads to Swivel with Zapier

Tayler Hickman

Zapier

Creating Contacts via a Webhook

Learn to connect lead providers and form tools to Swivel using Webhooks, including LeadingResponse, WPForms, and Leadjig. Learn how to connect contacts to existing events with a Source Key.

Common Webhook Integrations

Learn to create event registrations through a Webhook, add contacts to existing events, use an event's Source Key, update contact attendance statuses, and send party size, guest names and meals…

Create and Update Event Registrations via Webhook

Learn how to use a webhook to update existing contacts in Swivel, including how to authenticate requests, use the contact ID, update contact fields, and add campaigns or Marketing Events.

Updating Contacts via a Webhook

Bailee Walljasper

Information about connecting to Swivel with Webhooks

Webhooks

Connect Swivel to Steep

Marketing Integrations

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Create your workspace and invite the people you work with.

Set up your account

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.

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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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