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!
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!
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!
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!
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.
The channel you send Invoices or Estimates to your customers is equally as important as the timing of them. So, to make the invoice and estimate sending automation process more efficient, we’ve added a channel selector. Let's check it out!
Get more updates straight to your inbox.
