Workflow and automation updates
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Auto Follow-Up is now available as a flow-based builder experience, so you can visually configure how Conversation AI re-engages contacts who go inactive or request delayed follow-ups.
SMBcrm has expanded its Workflow Builder with four new fields available for custom values and If/Else conditions. These additions enhance automation capabilities for users managing workflows.
SMBcrm now includes a new Abandoned Checkout workflow trigger under a dedicated Ecommerce Stores category. This unified trigger helps you identify when shoppers start checkout, share their email, and then leave without completing the purchase so you can follow up automatically, even if the order originated from an external store like Shopify.
This update is designed to make cart recovery workflows easier to build and maintain across storefront sources, while giving you more control over who gets messaged and when.
SMBcrm now supports a native Google Forms integration inside Workflows, making it easier to capture form responses and automate follow-up without relying on third-party connectors.
This update helps you move faster from “form submitted” to “action taken” using the same workflows you already use for leads, onboarding, and customer follow-ups.
AI Builder now creates Wait steps more reliably and predictably, especially when your workflow needs multiple wait types and conditions built from a single prompt.
The Opportunity Changed trigger in SMBcrm workflows now supports event-based operators, which means you can trigger automation only when a specific opportunity field actually changes.
Previously, this trigger behaved more like a filter. If an opportunity matched your selected field value, the workflow could fire on any update to that opportunity even if the field you cared about didn’t change.
With this update, you can use Has Changed and Has Changed To to make workflow triggers more precise and reduce unnecessary runs.
Autosave is now supported for workflows created and edited with AI Builder. When Autosave is turned on, newly generated AI workflows save automatically upon creation, and any future AI Builder edits continue saving in the background.
This update helps reduce the risk of losing progress if you forget to save manually, refresh your browser, or run into a brief connection issue.
We've improved the Workflow AI Assistant so it can better recognize when a knowledge base search is actually needed and when it isn't.
We've upgraded the underlying AI model that powers all AI Actions in SMBcrm Workflows. This improvement delivers more consistent, higher-quality outputs.
You can now assign certain fillable fields in your Documents & Contracts templates dynamically, based on the workflow’s From user setting. This helps ensure the right person is assigned to sign (or complete) sender-based fields automatically when a workflow sends a document.
This is especially helpful for teams where multiple reps use the same contract template and need signing fields to match whoever is sending the document at that moment.