Account & Settings Overview
The Account & Settings section allows you to manage your profile, billing methods, and CRM integrations. Here’s what you can do on this page:
1. Profile
- View Account Information – Your name and registered email address are displayed here.
- Change Your Password – Click “Change password” to update your login credentials securely.
- Check Your Credit Balance – See your remaining credits at the top of the page to keep track of available lookups.
2. Billing Methods
- Add a Payment Method – If you're on a paid plan, you can add or update your billing details here to ensure uninterrupted access to Swordfish services.
3. CRM & Zapier Integrations
Connect Swordfish directly with your favorite CRM platforms to seamlessly sync data. Click "Connect" next to your preferred CRM to integrate:
- Zapier
- SalesLoft
- Outreach (see Outreach setup instructions)
- Pipedrive
- HubSpot (see HubSpot setup instructions)
- Lever
- Crelate
- Salesforce (see Salesforce setup instructions)
- LOXO (see LOXO setup instructions)
- Top Echelon
If you need help setting up an integration, please contact our customer service team via Live Chat or email us at [email protected].