Protect your CRM data with seamless backup and restore capabilities! Admins can now create and download CRM data backups, providing a safety net for businesses and ensuring critical data remains secure and accessible.
>> This feature is available to Starter, Professional, and Enterprise accounts across Marketing, Sales, Service, Operations, and Content Hubs.
Admins can now back up CRM data into downloadable .zip files containing CSVs for objects like contacts, companies, deals, tickets, and more. Backups capture records and property values but exclude associations and activity data.
Enterprise users can create daily backups and restore data to previous states, while Starter and Professional users can back up weekly. Backups can also be used to restore updated property values without requiring manual re-import of files.
Data backups and restores are essential for safeguarding and restoring critical business information:
Managing data accuracy just got easier! Admins can now require association labels–or even specific labels–on contact, company deal, ticket, or custom object forms for better record accuracy.
>> This feature is available to Professional and Enterprise accounts across platforms, including Marketing, Sales, Service, Operations, and Content Hubs.
Admins can require association labels during manual record creation, ensuring reps complete all required fields and labels as designated. This feature applies to objects like contact, companies, and deals, and is ideal for teams onboarding new data or cleaning up existing records.
Association labels are critical for maintaining consistent data quality:
Take control of your data consolidation process like never before! Admins now have the ability to select specific property values when merging duplicate records, tailoring final records to business needs.
>> This feature is available to Operations Hub Professional and Enterprise accounts.
The Manage Duplicates tool now provides a side-by-side view of duplicate records for Operations Hub Professional and Enterprise users.
During a merge, users can select which property values to retain, saving time and improving data accuracy. This feature makes managing large datasets or frequent duplicates significantly more efficient.
Effective duplicate management is crucial for maintaining data quality, helping businesses maintain clean and accurate data:
1. Ticket Splitting in Help Desk
Ticket splitting has arrived!
Support teams can now easily manage reopened or multi-issue tickets, keeping customer inquiries organized and reporting accurate.
2. Custom Object Pipelines Automation
The automation upgrade we've all been waiting for!
Automate actions like task creation or internal notifications when custom objects move through pipeline stages.
3. Dynamic date ranges: now available in the new funnel report builder
Keep your funnels current!
The funnel builder supports dynamic date filters like "this month" or "rolling date ranges," keeping reports up-to-date automatically as time progresses.
4. Quickly Exclude Records from Active Lists
Exclude with ease!
Quickly exclude specific records or lists from an active list without tedious workarounds. Perfect for keeping your lists accurate and targeted, this update eliminates the need for time-consuming filters or manual email exclusions.
1. Countdown Timer in CTA
Add urgency to your campaigns with the Countdown Timer module.
Perfect for flash sales or events, it can be added to pop-ups or embedded CTAs, boosting engagement and conversions for time-sensitive campaigns.
Expected release December 4, 2024
2. Simplify how contacts re-subscribe via form (Read more)
Bring unsubscribed users back seamlessly.
Contacts submitting a form tied to a subscription type will now automatically re-subscribe. Pro+ users skip the extra confirmation step, while Free/Starter users are directly subscribed.
Expected release n/a
3. Estimated Email Size in Marketing Email Editor (Read more)
Optimize email performance with real time size monitoring.
The email editor now displays the estimated size in the top-right corner, helping users avoid client clipping and improve deliverability.
Expected release December 13, 2024
4. Help Desk Message Analytics
Enhance support with Help Desk Message Analytics.
Track user and contact reply behavior with new data points like peak messaging hours, average reply times, and more–empowering success and service teams to optimize performance and customer satisfaction.
Expected release n/a
5. Conditional Properties in Playbooks
Tailor your playbooks with conditional logic!
Playbooks now support conditional properties, letting teams require fields or show relevant options based on context. Capture the right data at the right time with less effort. (Enterprise only)
Expected release n/a
6. Create note workflow action
Easily automate note creation with new workflow action.
Automatically create notes using workflow data like properties and action outputs. Perfect for saving time and sharing key details across teams.
Expected release n/a