We're making calendar and video conferencing integrations easier than ever!

Previously, if your calendar or video conferencing integration broke (due to expired tokens, permission changes, etc.), you had to remove the entire integration and reconnect from scratch. This was confusing and time-consuming.

With our new Reconnect button, you can now simply initiate the OAuth flow again to restore your connection — no need to remove and re-add the integration. This update provides a faster, more intuitive experience for fixing broken connections.

We’ve also added an important security and consistency check:

This ensures continuity and avoids accidental misconfigurations.

One of the biggest pain points was that deleting and re-integrating used to reset your configuration settings. Not anymore!

When using the new Reconnect option:

Businesses would be able to use APIs to fetch and perform various actions on coupons like create, update, delete, etc. with this feature.

📝 We’re thrilled to introduce SmartLists for Custom Objects, empowering your team to effortlessly create, manage, and share personalized views for your Custom Objects—significantly enhancing collaboration and data visibility.

❓Why This Feature?

SmartLists simplify managing Custom Objects by providing flexible, shareable views, ensuring your team always sees the most relevant information clearly and consistently.

a. Create & Customize Views: Easily tailor your SmartLists by selecting advanced filters, sorting, and columns.

b. Instant Search & Navigation: Quickly locate and switch between different SmartLists.

c. Column Customization: Adjust and save column widths to suit your preferences.

d. Easy Collaboration:

e. Efficient Management:

🔔 We’re introducing Opportunity Notes, a powerful new feature allowing notes to be independently linked to Opportunities and Contacts; enjoy greater flexibility and clarity in organizing your information!

This feature provides greater precision and clarity in managing notes by separating Opportunity notes from Contact notes, preventing clutter, and making important details easier to find.

You can now click on Download PDF under an Invoice/Receipt and download the file within 4 seconds. (95% of the times)

This used to take anywhere between 15 to 19 seconds.

Attaching PDF along with Emails of Invoices.

Users were reported getting into issues with descriptions of products not being available in the mobile view of Estimates & Invoices. That has now been fixed.

To ensure parity between mobile and web of Estimates and Invoices.

To ensure that customers are able to view descriptions of the products that are mentioned in the invoices and estimates.

This is a step towards offering more customization on invoices and for business to be able to follow their conventions that they have always been following.

Social Planner optimized the CSV Bulk Import with regards

Fix all the errors in the CSV if there are any

We’ve rolled out a series of enhancements that make managing reviews across multiple platforms even more seamless and efficient. From smarter contact search to easier integration suggestions, these updates are designed to save you time and give you more control.

Stay in the loop! You’ll now get notified whenever new reviews come in from ALL your connected review platforms — no more guessing or manually checking.

Have a review platform you’d love us to integrate with? You can now submit custom platform links right from your dashboard.

This helps us prioritize the platforms you care about most!

We’ve fixed a long-standing issue where you couldn’t search for contacts by email or phone number when sending a review request.

It’s now faster, more accurate, and works the way you expect.

You can now configure and insert custom fields when sending SMS review requests — enabling hyper-personalized messages that drive engagement.

Take full control of your review request journeys:

Override the default review link in SMS, Email, or WhatsApp.

Build workflow variations based on review platforms or destinations (e.g., one for Google, one for Facebook).

We’re excited to announce a significant improvement to calendar integrations! Previously, users were restricted to connecting only one account per integration type (Outlook or iCloud) within a account. With this new update, we’re expanding the flexibility of our calendar system to match the capabilities currently offered for Google Calendar.

Now, users can have multiple Outlook or iCloud accounts which they can use for checking availability conflicts and syncing third-party events.

✅ Multiple Calendar Accounts per Integration Type

You can now connect multiple accounts of the same integration type (e.g., Outlook, iCloud) within a single subaccount. This enhancement brings parity across all calendar types and increases scheduling flexibility.

✅ Cross-account Support

Users can now connect the same calendar account across different accounts they are part of—just like with Google Calendar.

Video Conferencing Integrations remain unchanged. You can connect one video conferencing account (Zoom, MS Teams, or Google Meet) per user per account.

However, the same video conferencing account can be connected across multiple accounts.

This update brings Outlook and iCloud integrations up to speed with Google Calendar, providing consistent and scalable calendar management across the board—perfect for agencies, VAs, and power users handling multiple clients or business units.