Sales workflows that run themselves.
Swan connects signals, research, outreach and follow-up into one automated motion. If you can describe the workflow, Swan builds it and runs it — so no deal ever sits still.
3×
opportunity conversion
5 min
speed to lead, down from seven hours
10 hrs
of Sales Ops time saved weekly
60%
of recurring GTM requests self-served
Stop duct-taping tools. Start shipping workflows.
Most pipelines stall in the gaps between tools — a lead waits in one queue, a task dies in another. Swan closes the gaps with workflows that run end to end.
Held together by Zapier and hope.
- Handoffs between six tools, each one a place to drop the ball
- Every new play waits weeks in the ops backlog
- Rules-based automation breaks the moment reality changes
- Reps burn hours on CRM updates a machine should make
Describe it. Swan runs it.
- Write the workflow in plain English — Swan builds it
- Triggers, research, drafts and updates run in one loop
- Logic adapts to context instead of breaking on edge cases
- Your CRM stays current without a rep touching a field
From trigger to done, in one loop.
Four steps, fully automated except the one that matters: a human approves anything customer-facing.
A trigger fires
A signal, a form fill, a stage change or a stalled deal — any event in your stack can start a workflow.
Swan does the work
Research, enrichment, routing and CRM updates happen instantly, with full account context.
The next step is drafted
Emails, tasks and handoffs are prepared in your voice, with the reasoning attached.
You stay in control
Anything customer-facing waits for one-tap approval in Slack. Everything else just runs.
The triggers behind every workflow.
Swan listens across your CRM, inbox and 40+ data providers. Any of these moments can kick off a workflow.
Champion changes jobs
A past buyer lands somewhere new. Swan brings the relationship with them.
LinkedIn · People Data LabsClosed-lost wakes up
The blocker leaves, budget resets or a competitor churns. The door reopens.
CRM · InboxFunding round
Fresh capital means new priorities and new budget. Reach out while it's fresh.
Crunchbase · PitchBookHiring surge
Five new SDR roles posted this month? That team is about to feel the pain you solve.
Job boards · TheirStackTech stack change
They just installed a complementary tool — or ripped out a competitor.
BuiltWith · WappalyzerWebsite intent
A target account reads your pricing page three times. Swan knows who, and why.
Swan pixel · G2 · Bombora
“I just built a list of 800 personas for a huge banking event in New York. The moment I hand it to Swan, I have a campaign ready within half an hour. Sequences, messaging, everything. The only thing left is to approve and send.”
Din ArbelGTM Engineer, UtilaProof, not activity metrics.
$1.8M
in pipeline attributed to Swan in four months, with 3× opportunity conversion.
>50%
of pipeline influenced by Swan, with speed to lead down from seven hours to five minutes.
FinoutBrian Hernandez, GTM Engineer10 hrs
of Sales Ops time saved every week, with 60% of recurring GTM requests self-served.
ReflectizDina Shkolnik, Sales Operations
Questions? Answered.
Can't find what you need? Ask Swan below. It's grounded in our docs, or talk to a human.
Talk to the teamWhat can Swan automate?
If you can describe it, Swan can run it: lead routing, qualification, enrichment, outreach drafts, CRM updates and follow-ups. Anything customer-facing still waits for your one-tap approval.
Do I need ops resources to build workflows?
Describe the outcome and the steps in plain language. An admin can configure a trigger, choose its tools and simulate a scenario before enabling it. Your team supplies the process and connected accounts.
Does Swan replace my existing automation tools?
Swan works with your existing tools. It can use schedules, webhooks and supported app events to start work, then research accounts, draft outreach and update connected systems. Keep other automations where they still serve your process.
What happens when a workflow hits an edge case?
Every run has a history showing its messages, tool calls and status. Review the summary to see what finished and what needs attention; a completed run can still contain steps it could not finish. You can adjust the instructions or disable the trigger.
How long does it take to get a workflow live?
Start with one clear workflow, connect the tools it needs, and simulate it before enabling it. Setup time depends on your integrations, permissions and the complexity of the process.
Grounded in the Swan docs. Browse the docs ↗