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
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