Connect Customers.ai and swirl to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

swirl

Automatically do this!

Enable Integrations or automations with these events of Customers.ai and swirl

Enable Integrations or automations with these events of Customers.ai and swirl

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

Request a new Action for Customers.ai

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Customers.ai and swirl?

To start, connect both your Customers.ai and swirl accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in swirl (or vice versa).

Can we customize how data from Customers.ai is recorded in swirl?

Absolutely. You can customize how Customers.ai data is recorded in swirl. This includes choosing which data fields go into which fields of swirl, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Customers.ai and swirl?

The data sync between Customers.ai and swirl typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Customers.ai to swirl?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Customers.ai and swirl?

Yes, you can set conditional logic to control the flow of data between Customers.ai and swirl. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

Learn More
swirl

About swirl

Community first platform for coaches. Smoothly host sessions, courses, communities and memberships — all in one place.

Learn More