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Managing timely follow-ups with your contacts just got significantly easier. You can now use the new “Create follow-ups” action directly from CRM activity and task components, letting you seamlessly schedule and manage follow-up emails from within each contact profile. This enhancement streamlines your outreach workflows, ensuring that you never miss a beat and can nurture leads more effectively with just a few clicks. Follow-up actions are now tightly integrated throughout the action bar, task forms, and activity editors, with intuitive options and clear action labels. All related activities also benefit from improved formatting and organization—making it easier to view, edit, and track your ongoing communications and scheduled tasks.

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Improvements

  • Added the ability to synchronize email addresses for your contacts, ensuring up-to-date contact info across campaigns and workflows.
  • Improved preview functionality for sequence content generation in campaigns, giving you more control over sequence drafts before sending.
  • Enhanced support for Microsoft Outlook and Exchange calendars, expanding calendar syncing capabilities for more users.
  • Activity formatting in the CRM now includes richer details and clearer instructions, boosting the usefulness of activity logs and notes.
  • Number input fields across the app support new value types, providing a smoother form filling experience.
  • Activity editors and follow-up actions feature updated and consistent terminology for improved clarity.
  • General settings now let you manage user memberships more easily, including enhanced session handling during workspace deletions.
  • Added new components for login and sign-up directly from the marketing website, making the onboarding process faster and more convenient.
  • The draft email activity component now displays delayed send times more clearly, so you always know exactly when your emails will go out.

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Fixes

  • Resolved issues with unused email sync operations and improved activity synchronization reliability for contact records.
  • Improved the display of scheduled follow-up email delays, now providing precise information in days when applicable.
  • Ensured user management is robust, now allowing deleted accounts to be recreated and restored with the same email address.
  • Improved onboarding by ensuring website URLs are always formatted correctly in sign-up flows.
  • Enhanced CRM activity formatting for notes and guidance, including better handling and prioritization of user-added notes.
  • Fine-tuned activity formatting logic in the CRM for more readable and consistent output—no more redundant data wrappers.
  • Resolved issues in draft and follow-up scheduling logic, preventing emails from being scheduled in the past.

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Behind the scenes

  • Added a robust backend process and routes for synchronizing contact email addresses, enhancing data integrity and traceability.
  • Refactored and optimized email address synchronization code for improved maintainability and accuracy.
  • Introduced logging for contact and message synchronization events to support better debugging and operational transparency.
  • Enhanced imports backend: added GET endpoint for import validation and support for note creation through imports, while improving Zapier integration efficiency.
  • Updated core schemas and interfaces—such as adding source fields to webhook events, supporting new event types, and optimizing activity processing for faster performance.
  • Improved error handling for large language model (LLM) integrations, ensuring graceful fallbacks and clearer error logs.
  • Refactored and cleaned up CRM backend logic for activity formatting, fine-tuning handling, and reminder sequencing for greater clarity and performance.
  • Streamlined codebase and improved database queries, reduced redundancy, and adopted best practices for input value handling and event processing.
  • Enhanced marketing site structure and UX by introducing Suspense for smoother pricing page loading, updating policy page links, and adding sound feedback to onboarding dialogs.
  • Added support for Microsoft 365 and Exchange provider options in calendar and mailbox integrations.
  • Updated development and deployment pipelines, enhanced test coverage, and improved documentation for increased reliability and ease of maintenance.
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