Connect your CRM and email so DeltaSwap can pull in borrowers, threads, and supporting context automatically.
Pull Salesforce Accounts in as Borrowers. (Two-way push is in beta — ask us to enable it.)
Pull HubSpot Companies in as Borrowers. (Two-way push is in beta — ask us to enable it.)
Connect Gmail or Outlook so threads with borrowers and lenders auto-attach to their files. The agent reads these for context — without ever sending mail on your behalf.
Sync Gmail threads with borrower or lender contacts — auto-attaches to their files and feeds the agent's context.
Sync Outlook threads via Microsoft Graph — same auto-linking as Gmail. Works for both personal Outlook and Microsoft 365 mailboxes.
Pipe contacts in from web forms, Zapier, n8n, Make, or any tool that can POST JSON. No coding required.
Inbound URL (same for every key)
/api/inbound/contactsCopy-paste recipes
curl -X POST '/api/inbound/contacts' \
-H 'Authorization: Bearer ds_pk_<your-secret>' \
-H 'Content-Type: application/json' \
-d '{
"businessName": "Acme Equipment Inc.",
"email": "ops@acme.example",
"phone": "555-123-4567",
"province": "ON",
"industry": "Construction",
"notes": "From the website contact form"
}'