Latest Updates To Pinnacle Ai CRM

blog image

New Workflow Builder

January 07, 20242 min read

Embark on a new era of workflow creation with our CRM's latest feature – the Infinite Canvas layout. Providing a dynamic workspace, this innovative addition simplifies the automation process, offering enhanced visibility and streamlined configuration for effortless workflow management.

The New Workflow Builder: Introducing the Infinite Canvas layout in our CRM, providing a dynamic and expansive workspace for effortless workflow creation and management.👇🏻

⭐️ Why does it matter to your business?

  • Enhanced Workflow Visibility: Utilize the Infinite Canvas layout with "Fit to Screen" and "Zoom In/Zoom Out" controls, ensuring a clear and comprehensive view of your workflow.

  • Simplified Trigger and Action Configuration: Quickly add triggers and actions with the "Add New Trigger" and "+" buttons, streamlining the workflow creation process.

  • Efficient Workflow Testing and Management: Test workflows seamlessly with the "Test Workflow" button, view detailed stats with "Stats View," and save changes with ease, enhancing efficiency in workflow creation and testing.

⭐️ How To Use The New Workflow Builder?

  1. Select the automation tab from the sidebar menu. Select create workflow.

  1. Select start from scratch.

  1. Navigate the Infinite Canvas layout with "Fit to Screen" and "Zoom In/Zoom Out" buttons for optimal view control.

  1. Add a new trigger by clicking on the "Add New Trigger" button.

  1. Select a trigger from the list to configure.

  1. Add new actions with the "+" button.

  1. Select an action from the list, and configure as needed.

  1. Enable the "Stats View" in the top left to view Email and SMS stats in the builder.

  1. Open detailed statistics by clicking on any stats data.

  1. Test your workflow by clicking the "Test Workflow" button.

  1. Selecting a contact, and clicking "Run Test" to initiate testing.

  1. Save your workflow changes by clicking the "Save" button in the top right, indicating unsaved changes.

  1. View the version history by clicking on the history icon in the top right.

  1. Publish or switch back to draft with the toggle on the top right for efficient workflow management.

Experience a new level of workflow flexibility with our CRM's latest feature – the Infinite Canvas layout. This expansive workspace empowers you to effortlessly create, visualize, and manage workflows with enhanced controls, simplifying the automation process for your business.

blog author image

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

Feature Showcases

Articles & Updates

Our Company

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.