Product Updates & Releases
Setting "Runs on" to Both used to collapse the Steps panel to Time Delay and Send Webhook, so a Both automation could not do anything useful. The panel now offers every Person and Contract action, and each one is labelled with the kind of record it acts on.
Read more →A workflow that runs on both People and Contracts receives one or the other on each run. A step that could only ever apply to the other kind is now skipped and the run carries on to the end, instead of failing the whole run at that step and locking the record out of the automation.
Read more →Related people's emails and phone numbers sync to their own linked contacts, and primary phones stay stable.
Read more →Two rows naming two different people with different email addresses used to import as one contact when they shared a household phone number, and re-importing the missing person merged them back together. They now import as two contacts.
Read more →Confirm you have permission to contact someone as you add them as a relationship, and see or change that permission later on their contact record.
Read more →One list surface for companies — views as tabs, multi-select filters as chips, and columns you can drag.
Read more →Voice setup now configures mobile incoming-call notifications for customer-supplied Twilio accounts.
Read more →A row that listed the same phone number in Phone and Phone 2 was imported with only its name, email and first phone, and reported as added. The repeat is now ignored and the rest of the row imports. A row that cannot be saved now appears in the error list instead of as a partial add.
Read more →Moving a contact to trash (or restoring it) now updates the Deleted Leads list right away, instead of showing the previous list until you reload the page.
Read more →The Follow Up Boss integration now brings each contact's relationships over as typed links instead of dropping them, on the first import and on every sync after it. A backfill fills them in for accounts that connected earlier, without redoing the import.
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