June 2025 Improvements

Add Contacts to Tasks: You can now add a Contact directly to a task, making it easier to track who you need to follow up with. You can quickly call or email the specific Contact by clicking the action icon on the task from the Lead page or Inbox.

WhatsApp Integration Links are now available for all organizations. When enabled, a WhatsApp link appears on SMS notifications in the inbox and on phone numbers in the Contact card on a lead. Clicking the link opens WhatsApp Web to a chat with that number, if one exists.
Manage this under Settings > Integration Links > Contact. See the WhatsApp Integration help doc for more info.

Field Level Control: Admins can now turn off AI Enrich for any custom field, preventing unintended enrichment on fields like internal IDs.
Manual Run Permission: A separate permission now controls who can manually run AI Enrich on records, independent of the bulk enrichment permission. All AI Enrich permissions are grouped in a new section on the roles page.

Improved Recording Timing: Notetaker now only starts recording when a second participant joins your meeting, eliminating recordings full of silence.
All Participants Visible in Recordings: Recordings now display all meeting participants simultaneously rather than just the current speaker, which is especially helpful for training sessions. See the Notetaker help docs for more.

Workflows by Owner: The Workflows list now shows the owner of each workflow, and you can filter by owner. The filter persists when you return to the Workflows page.
Reassign Workflow Ownership: When a user is removed, admins are prompted to reassign any workflows owned by that user.

New Contact Card in Emails: Clicking an email address in the activity feed or inbox now shows a contact card from which you can call, text, or email the contact.
Gmail Signature Sync: Your Gmail signature now syncs automatically when you connect your Google account.
Email Open Tracking for Essentials Plan: Essentials plan users can now track email opens without upgrading.
Mobile Table Improvements: The keyboard navigation icon is now hidden on Leads and Contacts tables on mobile so more information is visible.

Fixed an issue that prevented users from exiting fullscreen mode on the report page.

Product Updates