Pricing

Automatically sync your Stiply data with your CRM

Swiftask connects Stiply to your CRM ecosystem. Your signed contracts and document statuses are updated in real time, with no manual entry.

Result:

Boost productivity and ensure data integrity by eliminating manual data entry tasks.

Manual data entry is slowing down your sales cycle

Moving signed documents from Stiply into your CRM is often a tedious manual process. Sales teams waste valuable time updating statuses, leading to input errors, processing delays, and a fragmented view of the sales cycle.

Main negative impacts:

Frequent input errors: Manually copying information between Stiply and your CRM increases the risk of errors, impacting your reporting quality.
Operational time loss: Sales reps spend hours on repetitive admin tasks instead of focusing on client relationships and closing deals.
Data desynchronization: Without real-time sync, marketing and support teams work with outdated data, hurting the overall customer experience.

Swiftask automates the bridge between Stiply and your CRM. Each signature or status change triggers an immediate update, ensuring a single source of truth for your entire organization.

BEFORE / AFTER

What changes with Swiftask

Without Swiftask

A contract is signed in Stiply. A sales rep must manually open the CRM, find the client record, update the status, and import the document. This process is prone to human oversight and delays.

With Swiftask + Stiply

As soon as the document is signed in Stiply, Swiftask detects the event, automatically updates the status field in your CRM, and archives the contract. Zero human intervention.

Deploy your Stiply synchronization in 4 steps

STEP 1 : Define your workflow in Swiftask

Configure a no-code agent dedicated to monitoring your Stiply documents.

STEP 2 : Connect your CRM

Authenticate your CRM (Salesforce, HubSpot, Pipedrive, etc.) as the synchronization destination.

STEP 3 : Map your data

Define which Stiply information should fill which fields in your CRM.

STEP 4 : Validate and launch

Activate the flow to automate data transfer upon the next contract signature.

Advanced features for your contracts

The agent analyzes document types, signers, and extracted data to route information to the correct CRM objects.

Target connector: The agent performs the right actions in stiply based on event context.
Automated actions: Automatic status updates. Signed PDF document import. Follow-up task creation. Internal team notifications.
Native governance: Every operation is logged to ensure full compliance of your contract processes.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-stiply@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Why choose Swiftask for your CRM

1. Increased reliability

Eliminate human errors through automated and rigorous synchronization.

2. Massive time savings

Free your sales teams from low-value administrative tasks.

3. 360° visibility

Your CRM data is always up-to-date, enabling better performance analysis.

4. No-code agility

Adapt your workflows in a few clicks without relying on IT teams.

5. Enhanced security

Your data is handled securely between Stiply and your CRM.

Security of your contract data

Swiftask applies enterprise-grade security standards for your stiply automations.

Encrypted transfers: All data travels via secure and encrypted channels.
GDPR compliance: Swiftask ensures compliant management of your personal data.
Audit logs: Track every data movement for total transparency.
Access control: Precisely manage who can configure your synchronization workflows.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Measurable impact on your efficiency

Metric	Before	After
CRM update time	10-15 min per contract	Instant
Input error rate	5-10%	0%
Sales productivity	High admin burden	Focus on selling

Take action with stiply

Boost productivity and ensure data integrity by eliminating manual data entry tasks.