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 contact@heartbeat.ai.