Sales Automation

Merge Tags in Sales Automation
Users can now use merge tags while updating a field in an entity to populate values by referencing other entities. For instance, every time a document i...
Mon, 19 Sep, 2022 at 10:38 AM
Multiple Pipelines Limitation and Automation
It is not possible to sync multiple pipelines with PSAs during integration. This is due to limitations with the PSAs - they generally only support a single ...
Mon, 6 Jun, 2022 at 4:20 AM