Podcast Episodes
Back to SearchPassword-Protected Magic Links For Social Post Approvals
In this episode of KeyConnectAI: The Revenue Playbook we introduce magic links for the Social Planner’s Approval Flow inside KeyConnect AI CRM. Now y…
2 months, 1 week ago
Find And Replace In Workflows For Custom Values And Tags
In this episode of KeyConnectAI: The Revenue Playbook we introduce a Find & Replace feature inside Workflows that streamlines editing complex automat…
2 months, 1 week ago
Enable Stripe Buy Now, Pay Later On Calendar Bookings
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce Buy Now, Pay Later calendar bookings via Stripe inside KeyConnect AI CRM. The …
2 months, 1 week ago
Flexible Date Ranges And Comparisons In Social Planner
In this episode of KeyConnectAI: The Revenue Playbook we highlight a small but powerful update to the Social Planner inside KeyConnect AI CRM: the fi…
2 months, 1 week ago
Opportunities Moved To Dedicated Contact Tab
In this episode of KeyConnectAI: The Revenue Playbook ... we walk through a focused UI update in KeyConnect AI CRM: a redesigned Contact Page that re…
2 months, 1 week ago
Enroll Primary Contacts And Guests In Appointment Workflows
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight a targeted update in KeyConnect AI CRM that makes appointment communications s…
2 months, 2 weeks ago
Collect Card Details In Documents & Contracts
In this episode of KeyConnectAI: The Revenue Playbook we introduce the new Card Details element for Documents & Contracts in KeyConnect AI CRM. This …
2 months, 2 weeks ago
Reply To TikTok Comments Inside Social Planner
In this episode of KeyConnectAI: The Revenue Playbook ... we introduce a streamlined way to reply to TikTok comments directly from the Social Planner…
2 months, 2 weeks ago
Use Brand Board Colors Directly In Builder Color Picker
In this episode of KeyConnectAI: The Revenue Playbook we introduce an enhanced color picker in KeyConnect AI CRM that brings your Brand Board colors …
2 months, 2 weeks ago
Attach Files Directly To Workflow Actions
In this episode of KeyConnectAI: The Revenue Playbook ... we spotlight a time-saving improvement in KeyConnect AI CRM: inline attachment support for …
2 months, 2 weeks ago