Mar '18 - Workflow Enhancements Edition

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1. BCC to CRM 

You can now BCC all outgoing emails to your CRM for better record keeping. You also have an option to only BCC qualified leads to your stakeholders to keep them in the loop.

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2. Integration with HubSpot Forms 

Any inbound leads which comes through your HubSpot forms will be automatically imported into Saleswhale - and your AI Sales Assistant will engage them in conversation.

This ensures every single inbound lead gets worked on promptly, and prevent leads from slipping through the cracks.

 

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3. Improved Email Notifications for Human Review

You can now turn on real-time email notifications when leads respond to your Human Review email.

 

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