This week, we shipped our new and improved Zapier integration with which you can build custom integrations to import contacts to FirstQuadrant. For example, you can forward customers from Stripe, sign ups from Tally, or rows from a Google Sheet, so you can outreach and nurture them. The Apps page also now clearly indicates which integrations are powered by Zapier, and app descriptions have been updated for better clarity.

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Improvements

  • Added a new “Weighted value” column to deal actions, providing deeper financial insights by showing the potential revenue of each deal based on its stage.
  • You can now export your contacts as a CSV file directly from the settings, making it easy to back up or analyze your data outside of FirstQuadrant.
  • The draft email form for contact activities now supports managing follow-up emails, allowing you to update email addresses for all follow-ups in a sequence.
  • The app now recommends the most appropriate mailbox when composing emails for contact activities, streamlining the email sending process.
  • The contact and company property forms now hide trash icons for bio fields, reducing clutter and making the context panel cleaner.
  • The “Import” column has been added to action and contact tables, making it easier to track and manage imported data.
  • The “Add Contact” button now opens a streamlined contact creation modal, simplifying the process of adding new contacts.
  • Improved actions to manually unarchive and resubscribe contacts.
  • Membership management is improved with new activation and deactivation actions, each with clear icons, giving you more control over team access.
  • Advanced settings in mailbox and member forms are now organized in an accordion, making the interface cleaner and easier to navigate.
  • The changelog page has been visually enhanced with a new image presentation and structured layout for better readability.
  • The VirtualListHeader component has updated styles for improved visual consistency in both light and dark modes.
  • The sign-up process now requires a work email address, with clearer error messages for invalid entries, ensuring a smoother onboarding experience.
  • The Zapmail import instructions now include a note about mailbox export duration, setting better expectations for users.

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Fixes

  • Fixed an issue where the signup modal would open on the pricing page even if no plan was selected.
  • Improved the accuracy of date handling for calendar events, ensuring events are scheduled correctly.
  • Enhanced email processing to better handle nurturing triggers and open campaigns, resulting in more accurate responses.
  • Updated the logic for marking CRM activities as completed, ensuring the correct creation date is used for status updates.
  • Improved the reliability of row deletion in tables by updating the query key structure for optimistic deletes.
  • Fixed the logic for setting the overwrite state in campaign scheduling, ensuring the form behaves correctly based on the campaign’s schedule.
  • Enhanced email parsing to better handle signature delimiters and smart quotes, resulting in cleaner email content.
  • Improved the linkage between notes and contacts during imports, ensuring better data association.
  • Updated activity mappers and instruction generation in the CRM for clearer guidance on nurturing actions.
  • Improved the deletion and reasoning logic for CRM actions, providing better context for decision-making.
  • Refactored contact activity processing for greater efficiency and accuracy, ensuring only relevant data is processed.

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Behind the scenes

  • Added a new “count” field to the fine-tuning schema and forms, allowing more precise control over nurturing campaigns.
  • Updated fine-tuning actions and routes to incorporate nurturing functionality, including new API endpoints and navigation links.
  • Enhanced the backend to filter memberships by active status and removed unnecessary logging for better performance.
  • Integrated Slack notifications for subscription cancellations and renewals, improving internal awareness of billing events.
  • Improved the email prompt integration to use a new AI function for determining sales-related emails.
  • Refactored CRM activity formatting logic for better performance and maintainability.
  • Updated the imports router to include contact IDs when creating notes, improving data integrity.
  • Enhanced subscription usage tracking logic to better manage credit exhaustion and overrides.
  • Removed unused code from the Nylas webhook processing function for a cleaner integration.
  • Improved changelog generation workflows, including new functions for generating changelog images and updating documentation structure.
  • Updated GitHub Actions workflows for changelog generation with improved permissions and full history fetching.
  • Refactored documentation files for better organization, readability, and navigation.
  • Added a new route to generate post background images with customizable titles for dynamic content presentation.
  • Improved error handling and logging throughout the system for better debugging and reliability.