Automations for deals, tickets and custom records, plus email conversations.

Automations can now create deals, move a deal to a new stage, open support tickets, schedule events, and add custom object records, in addition to messaging and updating leads.

Start an automation when a deal changes stage, is won or lost, when a support ticket is created, or when a custom object record is added.

Split an automation into several paths with Switch, save a value for later steps with Set, and connect to any other tool with the HTTP Request step.

Pause an automation until a team member approves or rejects it. If no one responds in time, it is rejected.

The Email tab on every lead and account now shows the emails you sent and the replies you received together, in order, as one conversation.

HTTP Request and webhook steps can retry when they fail, so a short outage in another tool no longer stops an automation.

Steps that take too long are now stopped instead of holding up the run, and a retried step no longer creates duplicate deals, tickets or events.

Campaign emails and automated follow-ups can now send from the assigned rep's connected Gmail account, so messages come from a person your contact already knows.

Organizations that use their own email server now send campaigns, automations and scheduled reports through it, as set in Settings.