Workflow improvements

You now have the ability to duplicate nodes, change node types, and use a streamlined filter design in your workflows.

Workflow branches

Workflow branches allow workflows to split paths, enabling conditional logic and multiple outcome flows in automation.

Field Level Permission

You can now control which fields a role can view or edit. This adds more granular access control on top of existing object-level permissions.

Workflow Filters

Add filters between workflow steps with conditions and only let data continue if it meets the criteria you define.

Two Factor Authentication

Enabled two-factor authentication with authenticator apps like 1Password, Authy, or Microsoft Authenticator to add an extra layer of security at sign-in.

IMAP

We’ve added IMAP support to let you connect email accounts for receiving messages. You can also set up SMTP to send emails and CalDAV to sync calendars.

Merge Records

This feature gives you the ability to merge two records into one. This combines their information and keeps linked data, helping you remove duplicates and keep records accurate.

Import Relations

When importing records, you can now import relations between records. For example, you can import a CSV file that includes a column for related records, such as linking contacts to companies or tasks to projects.

Any Field filter

We’ve added an "any field search" filter that lets you search across all fields at once. For example, it can allow you to locate a customer by their phone number, whether it's stored in the "Mobile," "Office," or "Direct Line" field.