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Integration Guides

SwanDigitals integrates with popular business tools to help you streamline customer support workflows. This guide covers the most common integrations and how to set them up.

WhatsApp Business

Connect your Meta WhatsApp Business API account to handle customer conversations on WhatsApp, the world's most popular messaging app.

Prerequisites

  • Meta Business Manager account
  • WhatsApp Business API access (approved by Meta)
  • At least one verified WhatsApp Business phone number

Setup Steps

  1. Log in to your SwanDigitals dashboard
  2. Navigate to Settings → Channels → WhatsApp
  3. Click Connect WhatsApp Business
  4. Authenticate with your Meta Business account
  5. Select your WhatsApp Business phone number from the dropdown
  6. Configure webhook URL for incoming messages (auto-generated)
  7. Set up your greeting message and response templates
  8. Test the connection by sending a message to your WhatsApp number

Important: WhatsApp has strict policies around message templates and business verification. Ensure your business account is verified by Meta to avoid restrictions.

Email Integration

Connect your email accounts to manage customer support via email. SwanDigitals supports IMAP/SMTP integration for most email providers.

Supported Email Providers

  • Gmail / Google Workspace
  • Microsoft 365 / Outlook
  • Custom domain email (IMAP/SMTP)
  • Zoho Mail

Configuration

  1. Go to Settings → Channels → Email
  2. Click Add Email Account
  3. Enter your email address and display name
  4. For Gmail: Use App Password (enable 2FA first), then smtp.gmail.com
  5. For Outlook: Use your regular credentials with smtp.office365.com
  6. Configure IMAP settings for incoming email retrieval
  7. Set up email routing rules (all emails → specific inbox or assign by domain)
  8. Test the connection to ensure emails sync properly

CRM Integrations

Sync customer data between SwanDigitals and your CRM to create a unified view of each customer.

HubSpot

Import contacts and sync conversation data with HubSpot CRM.

  1. Go to Settings → Integrations → HubSpot
  2. Click Connect HubSpot and authorize the app
  3. Select which properties to sync (email, name, company, etc.)
  4. Choose whether to create HubSpot contacts automatically
  5. Map conversation notes to HubSpot timeline

Calendly

Let customers book a demo or callback slot directly from a conversation.

  1. Go to Settings → Integrations → Calendly
  2. Click Connect Calendly and authorize the app
  3. Choose which event type to share by default
  4. Insert your booking link into canned responses or the AI bot

Using a Different CRM?

Tools like Zoho, Zendesk, or Salesforce aren't native integrations today, but you can usually connect them through our REST API or an n8n workflow — see the n8n Workflows guide.

Next Steps

  • n8n Workflows — Connect SwanDigitals to other apps via webhooks
  • Automation — Set up macros, labels, and SwanAI bot
  • Platform Guide — Learn about the dashboard and routing