
SwifterForm™
Stop losing deals to questionnaire delays
17 followers
Stop losing deals to questionnaire delays
17 followers
SwifterForm™ AI Questionnaire Automation Platform - The only AI platform built for vendor questionnaires. Turn 2-week vendor forms into 10-minute responses.








Smoopit
Time-saving integrations are crucial. Which CRM/platforms (Salesforce, Hubspot) does this currently connect with for seamless workflow? @sean_ward4
@rachitmagon
Great question! 🎯 Yes, SwifterForm™ has robust CRM integration capabilities that completely automate client data flow.
Here's how it works:
✅ Native integrations with Salesforce, HubSpot, and Dynamics 365
✅ Auto-pulls company details, contact info, deal context, and opportunity data
✅ Smart pre-population of questionnaire responses with client-specific information
✅ Bidirectional sync - updates your CRM when questionnaires are completed
Real workflow example:
Your sales rep creates a $500K opportunity in Salesforce → Prospect sends security questionnaire → SwifterForm™ automatically pulls the account details, processes the questionnaire using your compliance docs, and updates the deal stage to "Questionnaire Completed" 🚀
The result? Your sales team never manually enters client info again. Everything flows seamlessly: CRM → SwifterForm™ → completed questionnaire → back to CRM with deal updates.
Smoopit
@sean_ward4 Sounds like it saves a lot of manual work.