After the ability to synchronise your activities with your Google Agenda for a few months, you can now synchronise your events with all Microsoft services. This feature is available in your Webmecanik Pipeline PRO plan.
integration synchronise your activities in Microsoft agendas: Outlook, 365 & Exchange.roles new permission to allow or not the user to re-open an opportunityopportunities autocomplete company when selecting a contact on opportunity creationcontacts assign your company directly on contact creation formperformance add several cached information to improve significantly loading performances on UI, tracking and formssegment fix timezone issue on segment rebuilt based on datecampaign fix reply to email decision for email address with suffixemail fix dynamic content values for some OR conditionsemail fix link tracking issues dynamic contentemail remove unexpected padding added to text slots by builderNew in this version, you can now visualize your Pipeline from a Monthly view! With this, you can quickly understand which opportunity is the closest to be won and anticipate your futur turnover.
opportunities monthly view for your opportunitiesopportunities add intelligent closing rate to your pipelinesopportunities you can now end your opportunity with a won/lost statusImportant release highlighting our CRM integration with Webmecanik Pipeline while Webmecanik Pipeline PRO has been announced and a deep update of our Pipedrive integration.
integration Webmecanik Pipeline integration for the PRO plan users.integration new Pipedrive plugin offering the ability to sync. Automation activities in the CRM. Checkout the documentation here.integration fix an issue with GoToWebinar generating an error on form submission if the contact is already registered to the webinar with same email addressemail when creating email by API, you can now set a theme using recent email builder (launched in 2020)email generate email content from theme even if the email with created without opening the email builderemail create a new email token “today”, very useful if you want to insert the day you send the email. You can also use several today relative dates. More information here.email fix sorting by email ID screen freezingreport fix sending empty file from reportscontact re-add dynamic content events on the contact timelinecampaign fix update contact action on date field while using variable date (like “today”)Great news for your Webmecanik Pipeline account, our first integration with an agenda is out 🚀.
Try now our integration with Google Agenda 📅.
integration connect your Google Agenda to create, edit, delete you events. Invite your contacts, leads and customers directly in the event and follow all your interactions in your contact events history! More information in our Google Agenda integration documentation.fields ability to set a default field value.calendar hide activities in calendar for disabled activities types.activities fix display issue for Call and Email event type.opportunities avoid deleting the opportunity attached to a deleted contact.email new enhancement on the feature importing content in your emails. You can now select to add link to the URL on the headers and description in one click!email add reply-to address on manually sent emails from contact pageintegration permits to unlink contact from a company in Automation when unlinked in integrationcampaign fix campaign condition filter on date field with “empty” value on date or date|time fieldsms allow removing unsubscribe from SMS channel on contact pagecontact handle bounces if the email address has an uppercase in Automationcontact handle instance timezone effect on time field value on contact page (instead of displaying as UTC)asset fix asset save with distant URLemail you can now automatically import content from a blog post into an email column! I’ll automatically replace elements of your column (image, first text as a title, second text as description, link on button) including the content grabbed from the blog post page.page re-introduction of the token selector in the page builder UIcampaign fix campaign loop for jump action to decisioncampaign fix remove from campaign action to prevent loopingcampaign fix field value condition issue with apostropheintegration fix datetime interval in UTC timezone for integrations blocking synchronisation of some contactsintegration fix issue making impossible to open ZohoCRM pluginsegment fix behavioural issue when drag and dropping and removing some filterssegment fix company date/datetime fields returning error when filter is empty/not emptyform fix issue when attaching a file in form submissionemail fix dropdown list display on dynamic content condition based on a boolean fieldfields you can now attribute a default value to your contact, companies and opportunities fields.calendar fix a broken link when clicking on the name of an activity.email improve performance for clicks emails statisticssegment support French and English for date filter strings in segments no matter the user languagecompany change link from edition to visualisation once company modification has been saved (in top right notification)api ability to add tags to contacts from api/contacts/importCsv routereport add default group by on form submissions report to have a clearer statistic overviewintegration add faster API calls to Webikeo webinars listintegration extend create lead action to campaign push to integration action for Everwin integrationintegration fetch complaints from Dolist integrationintegration add additional fields to sync. on Pipedrive integration (Contact’s timeline link, Do not contact by email, Contact ID)contact fix UI issue when trying to create a new tag from contact edition page in certain casessegment fix segment membership empty/not empty filters issue on some casesreport fix Contact Point Log reports when adding a filter on segmentemail avoid public preview URL of email being inaccessible once segment email expireemail fix style issue on dynamic content slots after email clonerole fix email publish own permissionform fix issue saving value to contact field from a form checkbox type fieldform enhance order of form fields displayform fix company tokens for Send email to user actionform fix Dynamic Content load with forms including condition fieldscampaign when contact are coming from forms, add the contact only to enabled campaignscampaign support special characters in form value conditionintegration avoid Livestorm event breaking contact timelineintegration handle non ASCII chars in email address to avoid creating duplicatesapi processing raw data for select/multiselect by API to support chars. like >api fix issue linking company and contact when importing CSV by API when a field was booleanNew important feature for your user security! You can now enable Double Factor Authentication for all the users of your organisation by using Google Authenticator or FreeOTP Authenticator (open source alternative). Check out more about 2FA in this blog post!
Main feature of this version, you can now create custom activities type ! Maybe you want to log meetings but also, lead qualification call, flights, etc.
activities create custom activities type from configuration menu for administratorsUI forbid reserved keywords usageUI raise UI calls limit to avoid missing informationUI fix pagination when filters are applied on resultsopportunity modify landing URL after deleting an opportunitysegment allows to segment contacts with tag is emptyMain feature, the ability to assign owner on contact and opportunity creation as some UI improvements.
UI save your display preferences on paginationcontacts display owner field on creationopportunities display owner field on creationUI raise UI calls limit to avoid not displaying resultscontacts add email format validation on import and APIimport merge contacts on import based on email addressimport fix issue on import when not mapping all column of the .csv file
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