Keep Salesforce updated automatically with AI.

Plans
  • Paid
  • Custom
  • Free Trial
Platforms

Description

Complete a Meeting: Jump into Zoom and focus on your call. Don't worry about typing out any notes. Swyft is taking care of it in the background.

Approve and Save: Once your call is over, Swyft will analyze your meeting, and automatically capture all of the details that need to be updated in Salesforce. Just review and edit if needed, and update your opportunity in one click.

CRM is Updated: In seconds after your call, all of the relevant CRM fields are updated. No more carving out time at the end of your day to update Salesforce, saving you hours of manual effort and ensuring complete pipeline accuracy.

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Questions & Answers

What CRM systems does Swyft work with?

Swyft is currently integrated with Salesforce. Our integration with HubSpot is in the works!

Oct. 11, 2023


What web conferencing tools does Swyft work with?

Swyft is currently integrated with Zoom. Our integration with Microsoft Teams and Google Meet is also in the works!

Oct. 11, 2023


Is my data safe with Swyft?

Absolutely. Due to the nature of our product, we make security our top priority. Swyft does not store data on it's own servers. Swyft partners with Heroku to host any data that's stored (you can read more about how we use your data and what data is stored in our Privacy Policy & Terms of Service).  Heroku regularly performs audits and maintains PCI, HIPAA, ISO, and SOC compliance. You can read more about their compliance here.

Oct. 11, 2023