What's Next (and New!): 2024-04-04

This week, Automations are now available
 in Business App, and more updates are coming soon
.
NOW AVAILABLE
Automations in Business App
Help your local business clients save time, streamline their workflows, and most importantly, build incredible customer experiences with Automations in Business App. 
With Automations, a business can add a contact to email campaigns or send a review request automatically when a company or contact is created or updated. More triggers from our growing list of Business App integrations are coming soon, and with our new Zapier integration that connects with Automations, the options are unlimited! Nurture leads automatically, encourage more customers to leave reviews, and much more. [0:18]
Automate Review Requesting
Send review requests to customers automatically after services have been rendered or purchases made to help your local business clients build up a strong online reputation that will bolster their trust and credibility with their audience. 
Watch the video above for a step by step walkthrough of how to automate review requesting for your clients.
 [1:08] 
Learn more
Triggering Automations using Zapier in Business App Pro
Creating or Updating Contacts in Business App CRM using Zapier
Automating Review Requests
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COMING SOON
Business App
[Automations & Integrations] Automatically request reviews based on triggers originating from Quickbooks – set up easily and entirely from inside Business App. [4:18] Est. late April 2024
[Integrations] Auto-create contacts from Quickbooks Online to Business App’s CRM with a one-way sync. If the contact already exists in the CRM, it will be updated. [4:18] Est. late April 2024
[Integrations] Customize which entities, such as Contacts, Invoices, Sales Receipts, and Payments, are synced from Quickbooks to the Business App CRM. [4:18] Est. late April 2024
[Inbox Pro] Make a great first impression with website visitors with an even more knowledgeable AI web chat widget. AI web chat will soon have access to all information on a business’ website, without any manual data entry, allowing it to answer questions based on any text information that’s publicly available. Armed with just a website URL, the AI assistant will be able to take in all the information on a business’s website, and capably answer any questions from leads and customers. [5:29] Est. late April 2024
Platform
[Inbox] Make a great first impression with website visitors with an even more knowledgeable AI web chat widget. AI web chat will soon have access to all information on a business’ website, without any manual data entry, allowing it to answer questions based on any text information that’s publicly available. Armed with just a website URL, the AI assistant will be able to take in all the information on a business’s website, and capably answer any questions from leads and customers. Est. late April 2024
[Orders] Get all the order information you need for fulfillment in one location. The Orders and Order Fulfillment tables will be merged into a single, tabbed page. View all orders on the first tab, and focus on see those with more work to be done on the Unfulfilled tab. [7:31] Est. late April / early May 2024
[Task Manager] Get a cleaner view of work to be done with improvements coming to Task Manager's interface. The “my work” section will be removed, and instead be directly incorporated into the account, task, and project tables. Filters, settings, and task creation will be cleaned and reorganized. A “get started” page will be added, and more guidance will appear when you first start using custom fields. [7:48] Est. late April / early May 2024
[Vendor Center] Manage orders from one table. The Sales Orders table will be discontinued, and all the information needed to manage orders will be centralized in the Work Orders table. [6:56] Est. late April / early May 2024
Products
[Social Marketing] Refine social content by conversing with AI through web chat. Iterate on messaging, tone, and length through conversational text, rather than updating individual settings or providing entirely new prompts. Will be available in single location and bulk create composers. [6:15] Est. mid-April 2024