Overview:

We're excited to announce that Email Actions are now available in Company and Custom Object Workflows.

What's New

Previously, workflow email actions were limited to contact type workflows. With this release, you can now send automated emails directly from workflows built on:

• Company workflows
• Any custom objects workflows

Key Benefits

• Automate emails from Company and Custom Object workflows.
• Reach associated contacts without building additional workflow logic or triggering it manually
• Unlocks and Supports multiple custom business processes and usecases

How It Works

• Enable in Labs – Navigate to Settings > Labs and enable “Email Action in Company & Custom Object Workflows”
• Open a Company or Custom Object workflow.
• Click add action and search for Send Email.
• Select the association label(s) to identify the contacts who should receive the email.

• For Custom Object workflows, choose whether to send to the Earliest associated contact, Most recently associated contact, or All associated contacts.
• Add the email subject and email content.
• Save and publish your workflow.

Note

• Emails are sent using the domain configured for Bulk Email.
• You can select up to 10 association labels for a single email action.
• If a contact matches multiple selected association labels, they will receive only one email.

🚧 This feature is currently available in Beta.

We're excited to introduce Post Sync for LinkedIn and TikTok (Beta), allowing you to automatically import your published posts into Social Planner.

Once enabled, your recent posts are synced into the planner so you can view historical content, monitor performance, and manage your publishing history alongside scheduled posts all from one place.

🚀 What's new

LinkedIn Post Sync (Beta)

With LinkedIn Post Sync, you can:

• View historical LinkedIn posts alongside scheduled content
• Track engagement metrics including reactions, comments, and shares
• Manage LinkedIn content from a unified publishing calendar

TikTok Post Sync (Beta)

You can now:

• Import published TikTok videos into Social Planner
• View historical TikTok content in one place
• Track likes, comments, shares, and views
• Manage TikTok alongside your other connected social accounts
• Automatic Daily Insight Refresh

Engagement metrics for LinkedIn and TikTok are refreshed every 24 hours, keeping your analytics up to date while staying within platform API limits.

👷 How to use this feature

• Go to Marketing → Social Planner → Settings
• Connect your LinkedIn Page or TikTok account
• Enable Post Sync

• Allow the initial sync to complete
• View your synced posts and performance metrics inside Social Planner

💡 Why it matters

• Centralize published content across more social platforms
• Access historical posts without manual imports
• Monitor engagement from one unified dashboard
• Simplify reporting for agencies and businesses
• Reduce the need to switch between native social apps

📝 Notes

LinkedIn

• Beta supports LinkedIn Organization Pages only
• Personal LinkedIn profiles are not supported due to API limitations
• Reactions, comments, and shares refresh every 24 hours
• PDF, Event, Poll, and Article posts are synced but don't support in-app previews
• Mentions, hashtag highlighting, and tagged-user details aren't available due to LinkedIn API limitations
• Deleted LinkedIn posts remain visible in Social Planner since sync is one-way (LinkedIn → Social Planner)

TikTok

• Beta supports both TikTok Personal and Business accounts
• Likes, comments, shares, and views refresh every 24 hours
• Videos are played using TikTok's hosted player
• Synced TikTok videos can't be cloned into new posts due to API restrictions
• Location tags, tagged users, and music details aren't available through the TikTok API
• Deleted TikTok posts remain visible in Social Planner since sync is one-way (TikTok → Social Planner)

🚧 This feature is currently available in Beta.

We're excited to introduce Post Sync for LinkedIn and TikTok (Beta), allowing you to automatically import your published posts into Social Planner.

Once enabled, your recent posts are synced into the planner so you can view historical content, monitor performance, and manage your publishing history alongside scheduled posts all from one place.

🚀 What's new

LinkedIn Post Sync (Beta)

With LinkedIn Post Sync, you can:

• View historical LinkedIn posts alongside scheduled content
• Track engagement metrics including reactions, comments, and shares
• Manage LinkedIn content from a unified publishing calendar

TikTok Post Sync (Beta)

You can now:

• Import published TikTok videos into Social Planner
• View historical TikTok content in one place
• Track likes, comments, shares, and views
• Manage TikTok alongside your other connected social accounts
• Automatic Daily Insight Refresh

Engagement metrics for LinkedIn and TikTok are refreshed every 24 hours, keeping your analytics up to date while staying within platform API limits.

👷 How to use this feature

• Go to Marketing → Social Planner → Settings
• Connect your LinkedIn Page or TikTok account
• Enable Post Sync

• Allow the initial sync to complete
• View your synced posts and performance metrics inside Social Planner

💡 Why it matters

• Centralize published content across more social platforms
• Access historical posts without manual imports
• Monitor engagement from one unified dashboard
• Simplify reporting for agencies and businesses
• Reduce the need to switch between native social apps

📝 Notes

LinkedIn

• Beta supports LinkedIn Organization Pages only
• Personal LinkedIn profiles are not supported due to API limitations
• Reactions, comments, and shares refresh every 24 hours
• PDF, Event, Poll, and Article posts are synced but don't support in-app previews
• Mentions, hashtag highlighting, and tagged-user details aren't available due to LinkedIn API limitations
• Deleted LinkedIn posts remain visible in Social Planner since sync is one-way (LinkedIn → Social Planner)

TikTok

• Beta supports both TikTok Personal and Business accounts
• Likes, comments, shares, and views refresh every 24 hours
• Videos are played using TikTok's hosted player
• Synced TikTok videos can't be cloned into new posts due to API restrictions
• Location tags, tagged users, and music details aren't available through the TikTok API
• Deleted TikTok posts remain visible in Social Planner since sync is one-way (TikTok → Social Planner)

🚧 This feature is currently available in Beta.

We're excited to introduce Post Sync for LinkedIn and TikTok (Beta), allowing you to automatically import your published posts into Social Planner.

Once enabled, your recent posts are synced into the planner so you can view historical content, monitor performance, and manage your publishing history alongside scheduled posts all from one place.

🚀 What's new

LinkedIn Post Sync (Beta)

With LinkedIn Post Sync, you can:

• View historical LinkedIn posts alongside scheduled content
• Track engagement metrics including reactions, comments, and shares
• Manage LinkedIn content from a unified publishing calendar

TikTok Post Sync (Beta)

You can now:

• Import published TikTok videos into Social Planner
• View historical TikTok content in one place
• Track likes, comments, shares, and views
• Manage TikTok alongside your other connected social accounts
• Automatic Daily Insight Refresh

Engagement metrics for LinkedIn and TikTok are refreshed every 24 hours, keeping your analytics up to date while staying within platform API limits.

👷 How to use this feature

• Go to Marketing → Social Planner → Settings
• Connect your LinkedIn Page or TikTok account
• Enable Post Sync

• Allow the initial sync to complete
• View your synced posts and performance metrics inside Social Planner

💡 Why it matters

• Centralize published content across more social platforms
• Access historical posts without manual imports
• Monitor engagement from one unified dashboard
• Simplify reporting for agencies and businesses
• Reduce the need to switch between native social apps

📝 Notes

LinkedIn

• Beta supports LinkedIn Organization Pages only
• Personal LinkedIn profiles are not supported due to API limitations
• Reactions, comments, and shares refresh every 24 hours
• PDF, Event, Poll, and Article posts are synced but don't support in-app previews
• Mentions, hashtag highlighting, and tagged-user details aren't available due to LinkedIn API limitations
• Deleted LinkedIn posts remain visible in Social Planner since sync is one-way (LinkedIn → Social Planner)

TikTok

• Beta supports both TikTok Personal and Business accounts
• Likes, comments, shares, and views refresh every 24 hours
• Videos are played using TikTok's hosted player
• Synced TikTok videos can't be cloned into new posts due to API restrictions
• Location tags, tagged users, and music details aren't available through the TikTok API
• Deleted TikTok posts remain visible in Social Planner since sync is one-way (TikTok → Social Planner)

🚧 This feature is currently available in Beta.

We're excited to introduce Post Sync for LinkedIn and TikTok (Beta), allowing you to automatically import your published posts into Social Planner.

Once enabled, your recent posts are synced into the planner so you can view historical content, monitor performance, and manage your publishing history alongside scheduled posts all from one place.

🚀 What's new

LinkedIn Post Sync (Beta)

With LinkedIn Post Sync, you can:

• View historical LinkedIn posts alongside scheduled content
• Track engagement metrics including reactions, comments, and shares
• Manage LinkedIn content from a unified publishing calendar

TikTok Post Sync (Beta)

You can now:

• Import published TikTok videos into Social Planner
• View historical TikTok content in one place
• Track likes, comments, shares, and views
• Manage TikTok alongside your other connected social accounts
• Automatic Daily Insight Refresh

Engagement metrics for LinkedIn and TikTok are refreshed every 24 hours, keeping your analytics up to date while staying within platform API limits.

👷 How to use this feature

• Go to Marketing → Social Planner → Settings
• Connect your LinkedIn Page or TikTok account
• Enable Post Sync

• Allow the initial sync to complete
• View your synced posts and performance metrics inside Social Planner

💡 Why it matters

• Centralize published content across more social platforms
• Access historical posts without manual imports
• Monitor engagement from one unified dashboard
• Simplify reporting for agencies and businesses
• Reduce the need to switch between native social apps

📝 Notes

LinkedIn

• Beta supports LinkedIn Organization Pages only
• Personal LinkedIn profiles are not supported due to API limitations
• Reactions, comments, and shares refresh every 24 hours
• PDF, Event, Poll, and Article posts are synced but don't support in-app previews
• Mentions, hashtag highlighting, and tagged-user details aren't available due to LinkedIn API limitations
• Deleted LinkedIn posts remain visible in Social Planner since sync is one-way (LinkedIn → Social Planner)

TikTok

• Beta supports both TikTok Personal and Business accounts
• Likes, comments, shares, and views refresh every 24 hours
• Videos are played using TikTok's hosted player
• Synced TikTok videos can't be cloned into new posts due to API restrictions
• Location tags, tagged users, and music details aren't available through the TikTok API
• Deleted TikTok posts remain visible in Social Planner since sync is one-way (TikTok → Social Planner)