What's New: 2024-04-25

This week, Mel Kozun shares new ways to capture leads, collect reviews, and automate workflows.

Business App

[Automations & Integrations] Integrate Quickbooks Online with Business App to sync CRM data and automate workflows, such as review requests. [0:21] Learn more
[Automations] Automate quickly with pre-built templates for for adding new contacts to marketing campaigns, sending an SMS message to new contacts that have a phone number on record, automatically requesting reviews, and checking in on customers after services were rendered. [3:47]
[Automations & Inbox Pro] Send automated SMS messages. [4:58] Learn more
[Automations & Inbox Pro] Send automated plain-text emails. [4:58] Learn more
[Automations] Use modifications to Company records as triggers for Automations, setting the trigger to activate the following step based on modifications to specific fields. [5:20]
[Automations] To build automated workflows between Business App and other platforms via Zapier, start a Business App automation with the trigger “when this automation is triggered via Zapier.” Step by step instructions are there to guide you on how to use Business App and Zapier together.
[Campaigns Pro] Create emails directly from featured templates rather than having to copy the templates to your own library first. [10:00]
[Campaigns Pro] Track monthly email balance. [10:18]
[Forms] Build embeddable, customizable web Forms that are automatically integrated with their CRM and Inbox to help them capture leads, event registrants, survey responses, and more. [6:13] Learn more
[Inbox] Respond to Inbox messages via email. Replies will show up right in Inbox. Emails sent to business-owned email address can also be forwarded into Inbox to further centralize customer communication. [8:42] Learn more

Platform

[Billing & Payments] Create retail subscriptions for activated products in bulk by selecting wholesale subscriptions on an account, and clicking the lightning bolt to select “Create retail subscriptions.” [14:18]
[CRM] Add filtered Companies and Contact lists to Automations in bulk. Filter the main companies or contacts table to curate the list, select all, then hit the action lightning bolt just like you would to send an email campaign, and select an automation to run. [11:01]
[CRM] Log and filter detailed lead source data. With the new fields Record source, Record source drill down 1, and Record source drill down 2, you can get valuable insights on where your best leads are coming from, and build tailored customer journeys. [11:52]
[CRM] Capture UTM data collected from Forms and AI Webchat on Contact records. Filter by these data fields and use them as criteria in Automations to personalize the customer journey. [12:29]
[CRM] Filter and sort Contacts by “Last engagement date" to zero in on those ready to buy, in need of nurturing, or another phase of their customer journey, and take the appropriate sales action. [12:50]
[CRM] Filter and sort Contacts by “Last campaign email bounced date" to identify and remove bounced emails, keep your contact list current, and ensure deliverability rates from your sending address. [13:10]
[Orders] Automatically invoice and collect payment upon order approval. When sending an order to a customer for approval, you have the option to collect payment, along with a signature, when the customer approves the order. With billing set up via Subscriptions, subsequent invoices will automatically be issued and payment collected. [13:37]

Products

[Advertising Intelligence] Connect TikTok business pages to Advertising Intelligence to manage and report on TikTok Ads campaigns. [10:30] Learn more