July 2024 CRM Feature Releases: Calendly, Pay Later, Pinterest Pins!, TIPS

As part of our commitment to continuously improving your CRM experience, we’re excited to share the latest updates from July 2024. This month brought a host of new features and improvements designed to streamline your processes, enhance customer interactions, and boost your business capabilities. Here’s a detailed overview of what’s new:

PayPal Pay Later: Now Available for Order Forms and Online Stores

Release Date: July 30, 2024

We’re thrilled to introduce PayPal Pay Later as a payment option in your order forms and online stores. This feature is available for both one-step and two-step order forms, as well as upsell purchases, allowing your customers to opt for a “pay later” option at checkout.

Key Details:

• The PayPal Pay Later button is displayed directly below the standard PayPal button during checkout.
• This option is available exclusively for one-time purchases and is not applicable to recurring products.
• Offering PayPal Pay Later can help increase conversions by providing customers with more flexible payment options.

Coming Soon: Stay tuned for updates on tracking subsequent transactions for subscriptions via PayPal and the broader availability of PayPal across all channels.

New Workflow Action: Log External Calls to CRM

Release Date: July 30, 2024

Managing customer interactions just got easier with our new workflow action that allows you to log external calls directly into the CRM. This feature is perfect for ensuring all communication, whether inbound or outbound, is recorded and accessible.

How It Works:

• Use the "Inbound Webhook Trigger" to initiate the workflow.
• Configure the "Log External Call" action and pass all relevant call details, including call recordings.
• Mandatory fields include the call direction and the phone numbers involved.

Logged calls will appear in the Conversations section of the contact, providing a complete view of customer engagement.

Calendly Event Importer: Seamless Integration with Serenity

Release Date: July 24, 2024

We’re excited to announce the new Calendly Event Importer, which allows you to connect your Calendly account directly to Serenity. With this integration, all your Calendly events can be imported into Serenity, enabling you to fully leverage our suite of tools, including contacts, conversations, automations, and marketing.

Setup Instructions:

1. Go to 'Calendars' > 'Calendar Settings' > 'Connections.'
2. Click 'Add New' and choose 'Calendly.'
3. Complete the authentication process and select the calendars you wish to import.
4. Give consent to import your events, and you're ready to go!

This feature helps you take immediate action on new events and fully integrate them into your CRM workflow.

Auto-Payment Enablement on Payment Schedules in Invoices

Release Date: July 24, 2024

Simplify your billing process with our new auto-payment feature for invoices with scheduled payment plans. Now, you can automate payments for invoices, ensuring that subsequent payments are charged automatically on scheduled dates.

How to Enable:

• When sending an invoice with a payment schedule, simply enable the auto-payment option.
• This will automatically charge your customers according to the schedule you’ve set, streamlining the payment process.

Automatic Taxes on Payment Links

Release Date: July 22, 2024

We’ve added a new feature that allows business users to configure and apply automatic taxes on Payment Links. This feature ensures that taxes are automatically calculated and applied during checkout, enhancing compliance and accuracy.

Key Features:

• Applicable for both one-time and recurring products.
• Requires customer address information to calculate accurate taxes.
• Taxes are applied automatically to subsequent transactions for recurring products.

Automatic Taxes on Invoices

Release Date: July 22, 2024

In addition to Payment Links, automatic taxes can now be applied to invoices. This feature is especially useful for businesses that need to ensure tax compliance across various states in the U.S.

How It Works:

• Automatic taxes are available when products have a tax category attached or a default tax category is configured.
• A valid U.S. state and postal code must be present for the invoice contact.
• Automatic taxes are applied to all recurring invoices as well.

WhatsApp: Trigger Links and Automated Do Not Disturb (DND)

Release Date: July 17, 2024

We’re introducing two powerful features for WhatsApp: Trigger Links and Automated DND.

Trigger Links:

• Track customer engagement by monitoring clicks on specific links within your WhatsApp messages.
• Set up automated workflows based on link clicks, such as sending discount coupons.

Automated DND:

• Automatically manage customer preferences with opt-out options for WhatsApp communications.
• Customers who reply with "Stop," "Unsubscribe," or similar phrases will be added to a DND list, ensuring compliance and a positive customer experience.

YouTube Video and Shorts Scheduling in Social Planner

Release Date: July 17, 2024

You can now schedule YouTube Videos and Shorts directly from our Social Planner. This feature is perfect for content creators and marketing agencies who rely on YouTube as a key platform.

How to Use:

• Connect your YouTube account via Google Integrations.
• Create a new post in the Social Planner, select the YouTube channel, and schedule your content.

Enhanced Email Builder: YouTube Shorts Support

Release Date: July 17, 2024

Our Video Element in the Email Builder now supports YouTube Shorts, giving your email campaigns an engaging and modern twist. You can seamlessly embed YouTube Shorts into your emails to capture your audience’s attention with bite-sized video content.

Conversations: Enhanced Email Sync for Gmail and Outlook

Release Date: July 12, 2024

We’ve improved how emails sync with your CRM for Gmail and Outlook users. The new logic ensures that emails involving only system users are not synced, preserving privacy while maintaining efficient communication tracking.

What’s New:

• Emails sync only if at least one recipient is not a system user.
• Emails involving only system users will remain private and not sync to the CRM.

Invoice Tips: Accept Gratuities on Invoices

Release Date: July 10, 2024

We’ve introduced a feature allowing business users to accept tips on invoices, offering your customers the option to add a gratuity on top of their payment.

How to Enable:

• Configure tips globally or per invoice.
• Refund the entire invoice amount, including tips, if necessary.

Pinterest Integration in Social Planner

Release Date: July 4, 2024

You can now connect multiple Pinterest accounts and create endless pins using our Social Planner. This feature is ideal for businesses leveraging Pinterest as part of their social media strategy.

How to Use:

• Connect your Pinterest account in the Social Planner.
• Create and schedule pins directly through our platform, including images and videos that meet Pinterest’s requirements.

SMS Verification for Forms and Surveys

Release Date: July 4, 2024

We’ve launched SMS Verification for forms and surveys, ensuring that phone numbers collected are valid and accessible. This feature enhances data accuracy and provides a smoother user experience.

How It Works:



• A “Verify Phone” button is added next to the phone number field.
• Users receive a verification code via SMS, which they enter to confirm their number.

These updates are designed to empower your business with more tools, better integrations, and enhanced functionality. We’re confident that these features will help you provide a superior experience to your customers and streamline your business processes. Stay tuned for more updates as we continue to innovate and improve our CRM!