Podcast Episodes
Back to SearchUse Opportunity Owners And Followers In If/Else Workflows
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight a new automation capability in KeyConnect AI CRM that lets workflows make deci…
10 hours ago
Accounting Sync: See And Retry Failed Invoice Syncs
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce Accounting Sync, a centralized hub inside KeyConnect AI CRM that surfaces and …
10 hours ago
SMS Widgets On Dashboards For Delivery And Engagement
In this episode of KeyConnectAI: The Revenue Playbook we introduce a streamlined SMS experience now available directly on your dashboard alongside Em…
1 day, 10 hours ago
Integrate Housecall Pro With Workflows To Automate Jobs
In this episode of KeyConnectAI: The Revenue Playbook ... we walk through the new Housecall Pro integration for Workflows inside KeyConnect AI CRM. T…
2 days, 10 hours ago
Expanded Media Library Previews: PDFs, Office Files, Audio, 3D
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight a Media Library enhancement that lets you preview many more file types directl…
4 days, 10 hours ago
Audit Logs Now Include Preference And Subscription Activity
In this episode of KeyConnectAI: The Revenue Playbook ... We highlight an Audit Logs expansion in KeyConnect AI CRM that now captures preference and …
5 days, 10 hours ago
Manage Columns Now Shows All Form, Survey, And Quiz Fields
In this episode of KeyConnectAI: The Revenue Playbook ... we cover an update to the Manage Fields experience for forms, surveys, and quizzes in KeyCo…
6 days, 10 hours ago
Set Modal Height And Disable Builder Actions Until Loaded
In this episode of KeyConnectAI: The Revenue Playbook ... we cover an update to KeyConnect AI CRM’s embed experience for forms, surveys, and quizzes.…
6 days, 10 hours ago
Gradient Buttons for Forms, Surveys, and Quizzes
In this episode of KeyConnectAI: The Revenue Playbook ... KeyConnect AI CRM introduces gradient backgrounds for button elements in the Form, Survey, …
1 week ago
Create And Schedule LinkedIn Polls In Social Planner
In this episode of KeyConnectAI: The Revenue Playbook we highlight a new Social Planner feature in KeyConnect AI CRM that lets you create and schedul…
1 week ago