”We’re continually improving our CRM system to make it easier for you to automate your sales efforts and customer communications. Read on to learn about our three helpful updates.”

Generate payment links in CRM

You can now create payment links right in your CRM system and share them with your customers. This will make their payment process more comfortable, and your accountants will have a convenient reporting tool.

A payment link allows you to receive an online payment for a specific order via a created invoice. You can share it using a chatbot, email, or live chat.

Once a user clicks your link, they will be able to pay for their order.

You can create a payment link in your:

• contact cards;
• deals.

Each deal is associated with a single payment link, while each contact can be linked to multiple payment links.

Learn more about how to create, set up, and manage your payment links in our knowledge base.

You can view payment information to thoroughly analyze each transaction.

The following data points are now available:

• payment method, amount, and currency;
• payment description;
• payment status;
• payment date and time.

Learn more about payment statuses in our knowledge base.

Launch flows when adding new contacts or assigning tags

We’ve enhanced the integration between our CRM system and Automation 360 flows to help you effortlessly engage with your contacts.

You can now send automated flows using two new launch triggers available in our CRM:

• Add new contact;
• Tag assignment.

Within the “Add new contact” trigger, you can enable or disable the "Send to all contact’s email addresses or phone numbers” option and stop the flow by turning on the “Stop series by event” toggle.

For the “Tag assignment” trigger, you can select a specific tag and set up an event that will stop the flow.

Custom web push notifications for course students

We’ve added the “Deal closing timeframe” and “Task completion timeframe” options to our flow status settings and dashboard. By enabling them, you can automatically specify a completion or closing date for each deal or task.

Your automated flow will be triggered whenever you move a deal or task to a new stage. If you manually edit the completion or closing dates of deals or tasks that have already reached certain stages, your manual entries will override them.

If you need help with setup or have any other questions, contact our tech support team — we're in touch 24/7.