All Episodes

Calendly Triggers And Actions In Workflows

Workflow AI Assistant: Live Workflow Diagnostics & Contact Tracking

Company Fields Across Emails, Workflows, Contracts & AI

Use Opportunity Owners And Followers In If/Else Workflows

Accounting Sync: See And Retry Failed Invoice Syncs

SMS Widgets On Dashboards For Delivery And Engagement

Integrate Housecall Pro With Workflows To Automate Jobs

Expanded Media Library Previews: PDFs, Office Files, Audio, 3D

Audit Logs Now Include Preference And Subscription Activity

Manage Columns Now Shows All Form, Survey, And Quiz Fields

Set Modal Height And Disable Builder Actions Until Loaded

Create And Schedule LinkedIn Polls In Social Planner

Gradient Buttons for Forms, Surveys, and Quizzes

Suggestive Mode Prepares Reply Suggestions In Background

Task Status Goals: Trigger Workflows On Task Created Or Completed

Link Membership Questions To CRM Custom Fields For Faster Onboarding

Automate Facebook Review Replies With AI Agents

AI Data Extract Action: Turn Text Into Structured Variables

Knowledge Base Search For AI Agents

Blog Image Captions And Smarter Controls

Dashboard Appointment Widgets: Track Service And Rental Performance

Load Chat Widget On User Interaction For Faster Pages

Resizable Sidebar And Expand Mode For Actions & Triggers

Customize Quiz Result Pages By Category

Layout Visibility Tab And Is Empty/Is Present Operators

Apply Or Cancel Tag Edits To Avoid Unintended Automations

Publish Facebook Background Text Posts From Social Planner

Smart Lists For Companies: Build And Share Saved Company Views

Publish To Multiple Pinterest Boards From Social Planner

Intent-Based Wait Action With AI Builder

Array Formatter Now Free With Preview And Type Info

Linear Integration Enables Two-Way Workflow Automation

Reply to Bluesky Comments Directly in Social Planner

Separate Manual And Workflow Bot Sleep Controls

Reply To Community Comments Directly In Social Planner

Embedded Voice AI Chat Widgets For Inline Site Interactions

Pre-Built Industry-Specific Templates For Custom Objects

Verify Email Addresses Inside Automation Workflows

Smart Lists In Opportunities: Create Shareable Pipeline Views

Me Filter And Primary Contact Notes In Opportunities List View

Smart Lists Layout Refresh and Share Icon Update

Inbound Email Trigger: Automate Responses From New Messages

Embed Funnel Pages Into Course Content

Forecast Tab: Probability-Based Revenue Forecasting

Import Course Content Directly In Builder

Nested Folders For Templates And Campaigns

Knowledge Base Triggers For Conversation AI Agents

Native Live Rooms Simplify Community Event Hosting

Live Sessions In Courses: Schedule, Host, And Reuse Recordings

Drip Action: Live Schedule Preview And Batch Controls

Contact Page Customization: Design Role-Specific Contact Layouts

Messaging Analytics Redesign: Failure-Rate And Opt-Out Trends

AI Agent Workflow Action: Context-Aware CRM Automation

Password-Protected Magic Links For Social Post Approvals

Find And Replace In Workflows For Custom Values And Tags

Enable Stripe Buy Now, Pay Later On Calendar Bookings

Flexible Date Ranges And Comparisons In Social Planner

Opportunities Moved To Dedicated Contact Tab

Enroll Primary Contacts And Guests In Appointment Workflows

Collect Card Details In Documents & Contracts

Reply To TikTok Comments Inside Social Planner

Use Brand Board Colors Directly In Builder Color Picker

Attach Files Directly To Workflow Actions

Conversation AI Supports Email Replies, Templates, CC/BCC

Conversational AI Appointment Booking With Memory And Preview

Create And Edit Pipelines From Dropdown With Visual Stage Colors

SLA Performance Dashboard In Conversations Analytics

Fathom Integration Brings Meeting Intelligence Into CRM

Enhanced Custom Fields: Live Preview, Object Views, Searchable Badges

Updated Review Request Page: Search, Channel And Status Filters

Search And Filter Review Requests By Contact, Channel, And Status

New Image Layout Controls For Forms And Surveys

New Image Layout Controls For Forms And Surveys

Four New Image Layouts for Forms & Surveys

Advanced Site Analytics Filters For Funnels, Pages & Webinars

Four Image Layouts And Spacing Controls For Forms And Surveys

Advanced Filters For Funnels, Websites, And Webinars

QR Code Styling: Rounded Shapes, Brand Colors, CTA Text

Notes Upgrade: Attach Files, Pin Items, and Smarter Search

Facebook Post Sync Adds Recent Posts And Metrics To Social Planner

Create Company Associations With Opportunities And Custom Objects

Rentals: Inventory-Driven Bookings From Hourly To Monthly

Add Notes To Custom Objects And Link Across Records

Merge Contact Action: Consolidate Duplicates And Preserve History

Expanded Goal Event: Invoice Paid And Review Clicked

Export Email Performance: Secure CSV With 30-Day Downloads

Optional Call Whisper For Connect Call (IVR) Action

Rich Sticky Notes With Images, Links, And Colors In Workflows

Persistent Date Ranges And Filters For Dashboards & Reports

Cost Price And Margin For Product Profitability

Bulk Import Custom Objects With CSV Mapping

CSV Bulk Import And Export For Company Records

Direct Canva Integration With Media Storage

Response Style Settings For AI Bots: Concise, Balanced, Detailed

Reply Channel Filter Separates All-In-One Chat Replies

Direct Manus AI Integration Enables CRM Workflow Triggers and Actions

Expanded Audit Logs Track Deleted Section And Element Templates

Prospecting Tool Integrated With Pipelines

Product Listing Pages Now Support Up To 100 Products

Automatic Conversation Summaries And Full Transcripts

Per-Channel Payment Provider Configuration

Private Courses And Manual Access Control For Communities

Drag-and-Drop Workflow Builder For Precise Automation Placement

Smarter Notes Tab: File Attachments, Pinning, and Improved Search

Automatic Facebook Post Sync For Social Planner

Associate Any Object Type With Company Records

Rentals: Manage Bookable Inventory and Duration-Based Bookings

Associate Notes With Custom Object Records

Merge Contact Action Automates Duplicate Contact Consolidation

Goal Event Now Triggers On Invoice Payments And Review Clicks

Export Email Performance Data To CSV

Add Call Whisper To Connect Call (IVR) For Smoother Handoffs

Enhanced Sticky Notes For Workflows With Images And Links

Per-User Persistent Date Ranges And Filters

Add Cost Price And Margin To Products For Profit Tracking

CSV Bulk Import For Custom Objects

Add Cost Price And Margin Per Product For Instant Profit Visibility

Rentals: Manage Bookable Inventory And Listings Calendar

Add Notes To Custom Objects With Improved Search

Merge Contact Action Consolidates Duplicate Contacts

Goal Event Upgrade: Invoice Paid And Review Request Clicked

Send Email Statistics As CSV To Any Address

Associate Notes Directly With Custom Objects

Merge Contact Workflow: Consolidate Duplicates And Preserve History

New Goal Events: Invoice Paid and Review Request Clicked