Admin:

🚀 Demand Conversion Platform Approved in Hubspot Market Place - Market Place Listing here

We can only have one listing in Hubspot, so Legacy has been removed, and we just have our new DCP listing!

ChiliCal:

🚀 Link to CRM record in Slack and Email notifications

🚀 Improved Search in Scheduler

Show the first results of the characters typed at the beginning of the word instead of all accounts with those characters.

🚀 Hide the fields We Already Know in Forms

In a lot of cases, we already have first name, last name, and email information about the prospect, but because we can’t fill all the fields, we don’t skip the form and show it to them. Now, we only show the fields for the information we do not have and need.

🚀 Meeting Participants in Scheduling Links

We combine the current experience of Meeting Created in and Always Invite into one.

• When adding a participant, the user can pick "booker" or "Assignee"
  • In group links there is no Booker/assignee
• We create the meeting in the Host’s calendar.
  • the host can be changed through the ellipsis next to the required toggle. Only the booker or the assignee can be hosts.
• If the Booker/attendee is set to be optional, their availability is NOT displayed in the scheduler when booking the meeting. So if the booker is optional, when booking the meeting they do not see their own calendar.

Handoff:

🚀 Host Booking Limit in Scheduler

Show Bookers when someone they are booking a meeting for has hit the lost booking limit. This way, they know they should not be receiving any more meetings.

Form Concierge:

🚀 Slack Notifications for Concierge Live 

Get notified via Slack when you get a call from Concierge Live

🚀 Auto-parsing UTMs from the Concierge URL

We now parse standard UTM parameters from the URL. There is no need to use hidden fields on your router or web forms. To update the CRM, make sure the standard UTM Data Field is mapped to the CRM field. The first instance of capturing a UTM value is the original. Once populated, we only write to Recent. Recent can be overwritten, but the Original cannot.

🚀 Distribution Setting New Home

Chat:

🚀 Search for a Node in Journey

Using Command + f you can search for the node you are looking for in your Chat Journey

Distro:

🚀 Variables

Instead of updating fields with static values, you can update them with variables or information that can change based on the trigger object.

For example, you have set up lead-to-account matching, and you want to add the name of the account the lead matched to on the lead as a variable. To do this you add the field update node in your router, instead of just making a static update like a written word you have the option to add a triggered object variable - depending on your trigger you can use the information from the trigger (lead in this example) and reuse it. Then, in this example, you can add the matched account ID (which is variable, not static) as an update to that field.

Other examples:

• Name of the Routing Rule
• Name of the Router
• Assigned on..
• Assigned to..
• Received during working hours..
• Meeting not Booked through Concierge...