Integrations Pitchit Swell Investing
Pitchit + Swell Investing

Connect Pitchit and Swell Investing to Build Intelligent Automations

Choose a Trigger

Pitchit

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of Pitchit and Swell Investing

Enable Integrations or automations with these events of Pitchit and Swell Investing

Actions

Add Lead to Pitchit

Add Lead to Pitchit

Adds a new lead to Pitchit and assigns them to the selected campaign.

Request a new Action for Pitchit

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 Pitchit and Swell Investing?

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

Can we customize how data from Pitchit is recorded in Swell Investing?

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

How often does the data sync between Pitchit and Swell Investing?

The data sync between Pitchit and Swell Investing 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 Pitchit to Swell Investing?

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 Pitchit and Swell Investing?

Yes, you can set conditional logic to control the flow of data between Pitchit and Swell Investing. 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.

Pitchit

About Pitchit

Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.

Learn More
Swell Investing

About Swell Investing

Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.

Learn More