Airtable Actions & Triggers in Workflows

Airtable Actions & Triggers in Workflows

Airtable Actions & Triggers in WorkflowsPinnacle Ai
Published on: 01/10/2025

Airtable can create a database, add records, link tables to one another, collaborate, sort records, and publish views to external websites. So, if you’re a frequent Airtable user who’s starting with your CRM, leverage this update to keep them connected. Let’s learn how!

System Updates
Google Contacts Actions & Triggers

Google Contacts Actions & Triggers

Google Contacts Actions & TriggersPinnacle Ai
Published on: 30/09/2025

Connecting your Google contacts or Google Workspace account with your CRM maintains seamless synchronization of contact data between both platforms. Giving you an easy way to access updated information across devices. If you’re a frequent Google service user, this is for you. Let's learn how to use it!

System Updates
ClickUp Actions & Triggers in Workflows

ClickUp Actions & Triggers in Workflows

ClickUp Actions & Triggers in WorkflowsPinnacle Ai
Published on: 29/09/2025

ClickUp helps you manage tasks, projects, and host information that you need to complete customer requests. Your CRM helps you manage the contacts you have with those customers, creating a smooth experience for them. Let’s learn how to use this update that connects both!

System Updates
Notion Actions & Triggers in Automation

Notion Actions & Triggers in Automation

Notion Actions & Triggers in AutomationPinnacle Ai
Published on: 29/09/2025

Notion helps you manage internal documentation and large chunks of data, so it’s only logical that you’ll want to link your databases with your CRM. With this update, you can connect your Notion account and build live, CRM-powered knowledge bases and content repositories. Let's learn how!

System Updates
Copy Actions Between Workflows

Copy Actions Between Workflows

Copy Actions Between WorkflowsPinnacle Ai
Published on: 26/08/2025

Building a workflow can be a long and repetitive process, so when you have something that works, it’s only natural that you want to replicate it easily. With this feature, you can copy actions between workflows, so let’s check it out.

System Updates
Transfer Bot Action in Conversation AI

Transfer Bot Action in Conversation AI

Transfer Bot Action in Conversation AIPinnacle Ai
Published on: 05/06/2025

Your Conversation AI is a powerful assistant for conversation management. Providing you with a team even if you're a one-person business. This new feature offers the personalization of using multiple Conversation bots without information blocks, by transferring chats across agents to provide specialized attention. Let's check it out!

System Updates
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