You can now expand your contact information with custom fields (subscription plan, sales stage, expiration dates, etc.) and trigger automations by combining up to 3 conditions. Create complex sales workflows based on any contact data.
What changed
- Custom fields: Define text, number, date, yes/no, URL, or dropdown fields for each contact
- Data-based automations: Trigger automated messages based on any custom field by combining up to 3 conditions
- Centralized management: Edit fields from the contact profile or directly from the conversation
- API integration: Sync custom fields with external systems (CRMs, spreadsheets, etc.)
Use cases
Personalized onboarding based on sales stage, subscription expiration reminders, automations based on subscribed plans, and retention workflows based on key customer data.
Requirements
- Create custom fields according to your business needs
- Add data to contact profiles
- Configure automations that use those fields