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
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
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