How to integrate SwellEnterprise?

Created by Nicolas Wussler, Modified on Wed, 29 Mar, 2023 at 9:51 AM by Ivana B

TABLE OF CONTENTS



Description


Business management platform that helps small teams, agencies and solopreneurs with lead management, templates and workflow automation. 


Check out Swell Enterprise here!


Entities


SourceTarget
LeadsExport Leads
AccountsExport Contacts
Boards
Campaigns
Clients
Contacts
Projects
Estimates


The task can be triggered on following events:

 

• on successful completion of a different task

• API call



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.Selecting the SwellEnterprise integration


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.


Naming the integration

Step 3.


You will be prompted for the Username and Password.


Inserting Username and Password credentials


Click Finish!



SwellEnterprise is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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