You can now send bulk emails to associated Contacts directly from Company and Custom Object lists.

Select the Companies, Properties, Policies, Pets, or other Custom Object records you want to act on, choose the relevant associated Contacts, and send your email without rebuilding the audience from the Contacts list.

What’s New?

• New Send email bulk action for Companies and Custom Objects with Contact associations
• For Custom Objects, select one or more association labels to define who should receive the email
• Choose whether to send to: Most recently associated contact, earliest associated contact or All associated contacts
• Use Company and Custom Object fields as merge fields in the email content
• Compose using Quick Compose, Smart Builder, or an existing template
• Send immediately, schedule for later, or use batch mode
• Track delivery and engagement through Bulk Actions and Marketing → Emails → Bulk Action Campaigns
• Contacts appearing through multiple selected association labels are de-duplicated before sending

How to Use

1. Open Companies or a supported Custom Object
2. Select the records you want to email from
3. Click Send email

4. For Custom Objects, select the required association label(s)
5. Choose which associated Contacts should receive the email

6. Compose and personalize the email using Contact, Company, or Custom Object fields

7. Send now, schedule it, or use batch mode
8. Track results from Bulk Actions

Why This Matters

Smart Lists already let users create powerful segments using Company and Custom Object data. Until now, those segments could not be used directly for email campaigns because bulk email started from Contacts.

Now, users can segment first and communicate immediately.

For example:

1. Filter Properties by city, price, property type, or status and email the associated Potential Buyers
2. Filter Policies by renewal date and email the associated Policy Holders
3. Filter Companies by industry, lifecycle stage, account tier, or owner and run a targeted B2B campaign
4. Filter Memberships or Subscriptions by expiry date and email the associated members
5. Create any Smart List based on Custom Object fields and send a campaign to the Contacts associated with those records

Notes

1. – The action is available for Custom Objects that have an association with Contacts
2. – For Companies, the Contact association is selected automatically
3. – Existing email permissions, consent requirements, and deliverability rules continue to apply
4. – The final recipient list is resolved when the bulk action runs

📚 Learn More: Help article

You can now send bulk emails to associated Contacts directly from Company and Custom Object lists.

Select the Companies, Properties, Policies, Pets, or other Custom Object records you want to act on, choose the relevant associated Contacts, and send your email without rebuilding the audience from the Contacts list.

What’s New?

• New Send email bulk action for Companies and Custom Objects with Contact associations
• For Custom Objects, select one or more association labels to define who should receive the email
• Choose whether to send to: Most recently associated contact, earliest associated contact or All associated contacts
• Use Company and Custom Object fields as merge fields in the email content
• Compose using Quick Compose, Smart Builder, or an existing template
• Send immediately, schedule for later, or use batch mode
• Track delivery and engagement through Bulk Actions and Marketing → Emails → Bulk Action Campaigns
• Contacts appearing through multiple selected association labels are de-duplicated before sending

How to Use

1. Open Companies or a supported Custom Object
2. Select the records you want to email from
3. Click Send email

4. For Custom Objects, select the required association label(s)
5. Choose which associated Contacts should receive the email

6. Compose and personalize the email using Contact, Company, or Custom Object fields

7. Send now, schedule it, or use batch mode
8. Track results from Bulk Actions

Why This Matters

Smart Lists already let users create powerful segments using Company and Custom Object data. Until now, those segments could not be used directly for email campaigns because bulk email started from Contacts.

Now, users can segment first and communicate immediately.

For example:

1. Filter Properties by city, price, property type, or status and email the associated Potential Buyers
2. Filter Policies by renewal date and email the associated Policy Holders
3. Filter Companies by industry, lifecycle stage, account tier, or owner and run a targeted B2B campaign
4. Filter Memberships or Subscriptions by expiry date and email the associated members
5. Create any Smart List based on Custom Object fields and send a campaign to the Contacts associated with those records

Notes

1. – The action is available for Custom Objects that have an association with Contacts
2. – For Companies, the Contact association is selected automatically
3. – Existing email permissions, consent requirements, and deliverability rules continue to apply
4. – The final recipient list is resolved when the bulk action runs

📚 Learn More: Help article

You can now send bulk emails to associated Contacts directly from Company and Custom Object lists.

Select the Companies, Properties, Policies, Pets, or other Custom Object records you want to act on, choose the relevant associated Contacts, and send your email without rebuilding the audience from the Contacts list.

What’s New?

• New Send email bulk action for Companies and Custom Objects with Contact associations
• For Custom Objects, select one or more association labels to define who should receive the email
• Choose whether to send to: Most recently associated contact, earliest associated contact or All associated contacts
• Use Company and Custom Object fields as merge fields in the email content
• Compose using Quick Compose, Smart Builder, or an existing template
• Send immediately, schedule for later, or use batch mode
• Track delivery and engagement through Bulk Actions and Marketing → Emails → Bulk Action Campaigns
• Contacts appearing through multiple selected association labels are de-duplicated before sending

How to Use

1. Open Companies or a supported Custom Object
2. Select the records you want to email from
3. Click Send email

4. For Custom Objects, select the required association label(s)
5. Choose which associated Contacts should receive the email

6. Compose and personalize the email using Contact, Company, or Custom Object fields

7. Send now, schedule it, or use batch mode
8. Track results from Bulk Actions

Why This Matters

Smart Lists already let users create powerful segments using Company and Custom Object data. Until now, those segments could not be used directly for email campaigns because bulk email started from Contacts.

Now, users can segment first and communicate immediately.

For example:

1. Filter Properties by city, price, property type, or status and email the associated Potential Buyers
2. Filter Policies by renewal date and email the associated Policy Holders
3. Filter Companies by industry, lifecycle stage, account tier, or owner and run a targeted B2B campaign
4. Filter Memberships or Subscriptions by expiry date and email the associated members
5. Create any Smart List based on Custom Object fields and send a campaign to the Contacts associated with those records

Notes

1. – The action is available for Custom Objects that have an association with Contacts
2. – For Companies, the Contact association is selected automatically
3. – Existing email permissions, consent requirements, and deliverability rules continue to apply
4. – The final recipient list is resolved when the bulk action runs

📚 Learn More: Help article

Publishing a workflow just got a lot safer. If your workflow has unresolved configuration issues, we now stop the publish, show you exactly what is broken, and help you fix it on the spot. Broken workflows no longer slip silently into production.

What's New

1. One place for every error

• Frontend and backend validations are now merged into a single Highlight Error sidebar.
• Earlier, the same workflow could surface different errors in different UIs with no consistency between them. Now every error lands in one coherent view, no matter where it comes from.
• Each error carries two clear actions instead of hidden ones: open the step directly, or take AI's help to resolve it.

2. Save your progress even when errors exist

• Auto save and manual save now work even when errors are present on the canvas.
• Earlier we blocked the save entirely, which threw repeated error toasters and felt like a bug to our users.
• You can now stop midway, keep everything you have built, and come back to fix the rest later.

3. Publish is blocked until the workflow is clean

• Hit Publish with unresolved errors and you get a modal listing every one of them.
• Safer workflows for your customers, safer infra for all of us.

How to Use

1. Click Publish on your workflow.
2. If errors exist, a modal lists the unresolved issues.
3. Click Review Issues to open the Resolve Errors sidebar.
4. For each error, choose Open Step to jump straight to that action or trigger, or take AI's help to resolve the error.
5. Resolve everything, then publish.

Why It Matters

This sits on top of a full year of validation coverage built across triggers and actions. Users no longer guess what is misconfigured. The canvas tells them, the sidebar fixes it, and the publish gate makes sure only working workflows go live.

Publishing a workflow just got a lot safer. If your workflow has unresolved configuration issues, we now stop the publish, show you exactly what is broken, and help you fix it on the spot. Broken workflows no longer slip silently into production.

What's New

1. One place for every error

• Frontend and backend validations are now merged into a single Highlight Error sidebar.
• Earlier, the same workflow could surface different errors in different UIs with no consistency between them. Now every error lands in one coherent view, no matter where it comes from.
• Each error carries two clear actions instead of hidden ones: open the step directly, or take AI's help to resolve it.

2. Save your progress even when errors exist

• Auto save and manual save now work even when errors are present on the canvas.
• Earlier we blocked the save entirely, which threw repeated error toasters and felt like a bug to our users.
• You can now stop midway, keep everything you have built, and come back to fix the rest later.

3. Publish is blocked until the workflow is clean

• Hit Publish with unresolved errors and you get a modal listing every one of them.
• Safer workflows for your customers, safer infra for all of us.

How to Use

1. Click Publish on your workflow.
2. If errors exist, a modal lists the unresolved issues.
3. Click Review Issues to open the Resolve Errors sidebar.
4. For each error, choose Open Step to jump straight to that action or trigger, or take AI's help to resolve the error.
5. Resolve everything, then publish.

Why It Matters

This sits on top of a full year of validation coverage built across triggers and actions. Users no longer guess what is misconfigured. The canvas tells them, the sidebar fixes it, and the publish gate makes sure only working workflows go live.