by | Aug 18, 2026 | Uncategorized
Adding custom fields one at a time gets tedious fast — especially when you're building a long form with dozens of contact, opportunity, or custom-object fields. We've overhauled the Custom Fields sidebar in the builder to be faster, smarter, and easier on...
by | Aug 18, 2026 | Uncategorized
What’s new? The Update Contact Field action now includes a new Add action type for multi-select fields. You can add selections to multi-dropdown and multiple-checkbox fields without replacing values already stored on the contact. How it works Choose Add to append the...
by | Aug 17, 2026 | Uncategorized
Tags are now easier to organize, identify, and manage with tag categories and customizable tag colors. You can group related tags into categories and assign colors to make tags easier to recognize across your account. Existing tags will automatically appear in gray...
by | Aug 14, 2026 | Uncategorized
The AI Assistant in Workflows now reports on WhatsApp performance alongside Email and SMS. You can ask about any WhatsApp step in plain language and get delivery and read metrics calculated from live data. What's New Delivery and read analytics for WhatsApp steps...
by | Aug 13, 2026 | Uncategorized
Overview We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within...
by | Aug 13, 2026 | Uncategorized
Overview We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay, clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within...
