Swiftleads AI integrations

Works with kvCORE, Chime, Follow Up Boss, Top Producer, Salesforce and more, configured during onboarding. Every inbound lead gets a reply in under 60 seconds, 24/7, is qualified with your questions and booked, and the conversation is synced to your CRM.

CRMs

  • Swiftleads AI + Follow Up Boss

    How Swiftleads AI works with Follow Up Boss: every inbound lead answered in under 60 seconds, 24/7, qualified, booked and synced to the Follow Up Boss record.

  • Swiftleads AI + kvCORE (BoldTrail)

    How Swiftleads AI works with kvCORE (BoldTrail): every inbound lead answered in under 60 seconds, 24/7, qualified, booked and synced to the kvCORE record.

  • Swiftleads AI + Chime (Lofty)

    How Swiftleads AI works with Chime (Lofty): every inbound lead answered in under 60 seconds, 24/7, qualified, booked and synced to the Chime record.

  • Swiftleads AI + Top Producer

    How Swiftleads AI works with Top Producer: every inbound lead answered in under 60 seconds, 24/7, qualified, booked and synced to the Top Producer record.

  • Swiftleads AI + Salesforce

    How Swiftleads AI works with Salesforce: every inbound lead answered in under 60 seconds, 24/7, qualified, booked and synced to the Salesforce record.

Using another CRM? The list above is not exhaustive, but each connection is confirmed for your account: bring your CRM to the fit call and we will confirm what syncs before you sign.

What syncs, whichever CRM you use

What Swiftleads AI exchanges with your CRM. The exact fields, notes, tags and stages are confirmed for your account during evaluation.
DataDirectionWhen
New lead: contact details, source and inquiryFrom the lead source or your CRM to Swiftleads AI, as configuredWhen the lead arrives
Conversation: transcript or summarySwiftleads AI to your CRMAfter each conversation
Answers to your qualifying questionsSwiftleads AI to your CRMAs the lead answers
Booked appointment: showing, listing appointment or consultationSwiftleads AI to your CRM and your connected calendarWhen the appointment is booked
Outcome: booked, handed off to a person, or needs follow-upSwiftleads AI to your CRMAt the end of each conversation

Lead sources it answers

Swiftleads AI answers inbound leads from the sources your team already runs, with the lead's source and consent kept with the record:

  • Portal inquiries that request contact, such as Zillow, Realtor.com and Homes.com
  • Your website, IDX and landing pages
  • Approved social and paid campaigns
  • Open house sign-ins from attendees who opted in
  • CRM contacts who previously requested contact and have documented permission

How connections are set up

  1. Fit call: we confirm your lead sources, lead volume, your CRM account, consent and booking rules.
  2. Kickoff and voice-script workshop: your qualifying questions, the voice and tone, the languages and when a conversation goes to a person.
  3. CRM connection and consent-field mapping, configured by the Swiftleads AI team: which leads are answered, and where the conversation, answers, appointment and outcome are written.
  4. Testing with your scenarios: test leads go through end to end, and you check that every field lands in CRM where you expect it.
  5. Supervised go-live, then fully automated. Training is included for your team.

Swiftleads AI is an independent company. Each CRM connection is configured by the Swiftleads AI team for your account; none of them is a marketplace app or an official partnership.

Related

See it work on your own leads

Bring your CRM and your lead sources. On the call, we show you a sub-60-second response live. Swiftleads AI pricing is by custom quote, based on lead and call volume, channels, integrations and workflow.

Book for a quote