🔌 CRM Integrations & Workflow Automation
- ActiveCampaign Integration (Beta) – You can now embed Fluents directly into ActiveCampaign workflows, enabling automated outbound and inbound calls with full call summaries inside the CRM.
- New full circle integration that will benefit over 6000 insurance agencies with TLDCRM, read and upload contact directly from TLD (total lead domination), and write the data back in the contact information with full transcript and summary.
📋 Campaign Builder & Scheduling
- Campaign Flow Redesign – New drag-and-drop campaign builder lets you customize multi-channel sequences with phone, email, delays, and time zone-aware contact windows.
- Contact Window Templates – Create reusable templates with default outreach times, holiday overrides, and fallback time zones to simplify campaign setup.
- Performance Notifications – Get alerted when call answer rates drop or error spikes occur, with configurable thresholds and recipient settings.
🧰 UI Enhancements
- Call History Filters Overhaul – Filter calls by duration, action type, label, or transcript keyword with a new modal interface for easier navigation.
- Prompt Variable Quick-Insert – Clickable helper now shows all available prompt variables and lets you insert them instantly while editing.
- Password Visibility Toggle – Login inputs now support show/hide toggles for easier debugging and fewer password errors.
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FAQs about this week’s update
Discover Key Insights on CRM Integrations & Workflow Automation
The ActiveCampaign Integration (Beta) enhances CRM workflows by allowing users to embed Fluents directly into ActiveCampaign workflows, facilitating automated outbound and inbound calls with comprehensive call summaries available within the CRM.
- Automated call capabilities streamline communication processes, reducing manual intervention.
- Full call summaries provide detailed insights, improving data accuracy and decision-making.
- Integration supports seamless workflow automation, enhancing overall efficiency.
By integrating these automated call features, businesses can optimize their CRM workflows, leading to improved customer interactions and increased operational efficiency.
The new full circle integration with TLDCRM streamlines data management for insurance agencies by allowing seamless data exchange between systems, enhancing efficiency and accuracy in handling client information.
- Directly read and upload contact data from TLDCRM, ensuring up-to-date information.
- Automatically write back data with full transcripts and summaries, reducing manual entry errors.
- Facilitates comprehensive data management for over 6000 insurance agencies, improving workflow automation.
This integration not only saves time but also enhances data accuracy and operational efficiency, leading to better client service and increased productivity for insurance agencies.
The redesigned campaign flow in the Campaign Builder offers a comprehensive set of features for customizing multi-channel sequences, allowing users to create dynamic and effective outreach strategies.
- Drag-and-drop interface for easy customization of sequences with phone, email, delays, and time zone-aware contact windows.
- Contact Window Templates to streamline campaign setup with default outreach times, holiday overrides, and fallback time zones.
- Performance Notifications to alert users when call answer rates drop or error spikes occur, with configurable thresholds and recipient settings.
These enhancements empower users to optimize their campaigns for better engagement and efficiency, ultimately leading to improved communication and higher conversion rates.