Workflows allow you to automate key processes across your GTM stack. From updating CRM fields to sending deal alerts, workflows help your teams stay focused on what matters most—driving revenue and delivering exceptional customer experiences.
“Swyft has been revolutionary for our organization. It has taken nearly all the admin work out of managing opportunities and has given our team so much more time back to work on deals.”
Scott Silverman
RevOps @ Timescale
Triggers
Choose triggers like CRM updates, meeting insights, or deal changes to automate your workflows.
Conditions
Set specific criteria to ensure your workflows run only when needed.
Actions
Update fields, send alerts, create handoff documents, and more—all with AI-powered precision.
