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Carry the enquiry into your CRM

New feature

Illustrative history · This entry’s date and release narrative are fictional, created to demonstrate a full year of product updates.

Connected lead workflows make contact information useful beyond the inbox.

Give follow-up a destination

This fictional update adds a CRM handoff to the sample product timeline. Contact information and enquiry context can move into the system the sales team uses for ongoing work.

  • Configure the supported CRM connection.
  • Choose the workflow that should receive the enquiry.
  • Review the destination after testing the connection.

Keep the conversation’s meaning

A name and email are more useful when the team can understand the original request. The imagined milestone focuses on preserving enough context for a teammate to follow up with a relevant response instead of asking the visitor to explain everything again.