Goal Actions in Workflows

Goal Actions in Workflows

Goal Actions in WorkflowsPinnacle Ai
Published on: 22/10/2025

The Goal Event action helps you redirect contacts as necessary inside your workflow, ensuring they meet the conditions needed to continue in their process. And to maximize its potential, we’ve given it an upgrade. Let’s check the updates out!

System Updates
 Add Tasks Without Contacts in Workflows

Add Tasks Without Contacts in Workflows

 Add Tasks Without Contacts in WorkflowsPinnacle Ai
Published on: 09/10/2025

Managing internal to-dos that aren’t tied to a person inside the CRM was impossible; however, we understand that it's necessary to have a smoothly running business. So, with this update, you can use workflows to automate those tasks thanks to the removal of the “must have a contact” blocker. Let’s check it out!

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
CC & BCC Support in Internal Email Notifications

CC & BCC Support in Internal Email Notifications

CC & BCC Support in Internal Email NotificationsPinnacle Ai
Published on: 28/08/2025

Internal Notifications help you keep your team updated and on track. However, using this action previously didn’t allow you to notify more than one user at a time. Thanks to this update, that is no longer a problem. Come check it out!

System Updates
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