🧭 Overview

We’ve introduced more flexibility for agencies when adding new users to subaccounts.

Previously, a personal calendar was automatically created whenever a new user was added to a subaccount. While helpful for simple setups and easier onboarding, some agencies using snapshots, predefined calendar structures, or adding team members who don’t require personal calendars needed additional control over this behavior.

Agencies can now choose whether personal calendars are created automatically.

✅ What’s New

• Agencies can now control automatic personal calendar creation for new users.
• The behavior is governed by the Preloaded Example Data setting at the agency level.
• When disabled, new users will no longer receive an automatically created personal calendar.
• Manual calendar creation remains fully supported.

🔐 How It Works

• If Preloaded Example Data is enabled, personal calendars will continue to be created automatically for newly added users (default behavior).
• If Preloaded Example Data is disabled, no personal calendar will be created when adding new users.
• This setting applies only to users added after the flag is changed.
• Existing calendars remain unaffected.

🛠 How to Use

• Go to Agency View
• Navigate to Settings
• Go to Company
• Open the Advanced Settings tab
• Toggle Preloaded Example Data ON or OFF based on your preference

🎯 Why This Matters

• Gives agencies greater control over how new users are set up.
• Supports teams using snapshots and structured calendar configurations.
• Helps maintain clean, intentional subaccount setups.
• Preserves the existing automatic calendar creation experience for agencies that prefer it.

What's New

The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.

Match By Options -Choose how duplicates are identified:

• Email: Matches contacts sharing the same email address
• Phone Number: Matches contacts sharing the same phone number
• Email and Phone Number: Matches only when both email and phone number are identical

Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.

How to Use

1. Add the Merge Contact action to your workflow.
2. Select your preferred Match By criteria (Email, Phone Number, or both).
3. The action handles detection and merging automatically when the workflow runs.

Why This Matters

Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows – keeping your contact list clean, unified, and accurate without any manual effort.

What's New

The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.

Match By Options -Choose how duplicates are identified:

• Email: Matches contacts sharing the same email address
• Phone Number: Matches contacts sharing the same phone number
• Email and Phone Number: Matches only when both email and phone number are identical

Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.

How to Use

1. Add the Merge Contact action to your workflow.
2. Select your preferred Match By criteria (Email, Phone Number, or both).
3. The action handles detection and merging automatically when the workflow runs.

Why This Matters

Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows – keeping your contact list clean, unified, and accurate without any manual effort.

What's New

The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.

Match By Options -Choose how duplicates are identified:

• Email: Matches contacts sharing the same email address
• Phone Number: Matches contacts sharing the same phone number
• Email and Phone Number: Matches only when both email and phone number are identical

Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.

How to Use

1. Add the Merge Contact action to your workflow.
2. Select your preferred Match By criteria (Email, Phone Number, or both).
3. The action handles detection and merging automatically when the workflow runs.

Why This Matters

Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows – keeping your contact list clean, unified, and accurate without any manual effort.

What's New

The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.

Match By Options -Choose how duplicates are identified:

• Email: Matches contacts sharing the same email address
• Phone Number: Matches contacts sharing the same phone number
• Email and Phone Number: Matches only when both email and phone number are identical

Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.

How to Use

1. Add the Merge Contact action to your workflow.
2. Select your preferred Match By criteria (Email, Phone Number, or both).
3. The action handles detection and merging automatically when the workflow runs.

Why This Matters

Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows – keeping your contact list clean, unified, and accurate without any manual effort.