Integrations Smartlead AI Swell Investing
Smartlead AI + Swell Investing

Connect Smartlead AI and Swell Investing to Build Intelligent Automations

Choose a Trigger

Smartlead AI

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of Smartlead AI and Swell Investing

Enable Integrations or automations with these events of Smartlead AI and Swell Investing

Triggers

Lead Unsubscribed

Lead Unsubscribed

Triggers when a lead is unsubscribed

Lead Category Updated

Lead Category Updated

Triggers when a lead category is updated

Request a new Trigger for Smartlead AI

Actions

List all Campaigns

List all Campaigns

This endpoint fetches all the campaigns in your account

Create Campaign

Create Campaign

This endpoint creates a new campaign

Get Campaign By Id

Get Campaign By Id

This endpoint fetches a campaign based on its ID

Delete Campaign By Id

Delete Campaign By Id

This endpoint deletes a campaign based on its ID

List all leads by Campaign ID

List all leads by Campaign ID

This endpoint fetches all the leads in a campaign using the campaign’s ID

Fetch Lead Categories

Fetch Lead Categories

This endpoint fetches all your categories

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Frequently Asked Questions

How do I start an integration between Smartlead AI and Swell Investing?

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

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

Absolutely. You can customize how Smartlead AI 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 Smartlead AI and Swell Investing?

The data sync between Smartlead AI 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 Smartlead AI 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 Smartlead AI and Swell Investing?

Yes, you can set conditional logic to control the flow of data between Smartlead AI 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.

Smartlead AI

About Smartlead AI

Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.

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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.

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