Release Updates

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2023
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Past Releases

CRM

September 2023

Power up your B2B sales and marketing with account-based trigger

Automations CRM

June 2023

Automated 1:1 email reports

CRM

Hyperlinks in contacts, accounts, deals, and custom objects

CRM

May 2023

Store files on contact and account level in the CRM

CRM

Reply to 1:1 email on the same thread

CRM

“Task is completed” trigger compatibility with 1:1 email block

CRM

Round robin enhancement

CRM

Standardization of country field input

CRM

April 2023

Add and assign deal task to a different user within an automation

CRM

Expanded email sync for contacts

CRM

Sync and view ActiveCampaign Tags in Microsoft Dynamics 365

CRM

March 2023

New deal status filter dropdown in deals forecast reporting

CRM

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