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22 posts tagged with "Integration"

New integrations and connectors

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Abandoned Checkout Trigger for SMBcrm Workflows with Shopify Support

· 3 min read
SMBcrm Team
Product Team

Abandoned Checkout Trigger Now Available in SMBcrm Workflows (Ecommerce Stores + Shopify)

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.

AI-Powered A2P Compliance Validation in SMBcrm

· 4 min read
SMBcrm Team
Product Team

AI-Powered A2P Compliance Validation Is Now Available in SMBcrm

A2P registration can get stuck for reasons that are hard to spot until after carrier review, especially around opt-in flow requirements and missing or incomplete legal links. SMBcrm now includes an AI-powered Compliance Review during A2P campaign submission to help you identify common compliance gaps earlier and reduce avoidable delays.

Google Forms Integration Now Available in SMBcrm Workflows

· 3 min read
SMBcrm Team
Product Team

Google Forms Integration Now Available in SMBcrm Workflows

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.

Publisher Listing Force Sync for Priority Updates

· 3 min read
SMBcrm Team
Product Team

Publisher Listing Force Sync Feature

Keeping your business information consistent across online publishers can sometimes take longer than expected, especially when a change gets stuck in a publisher’s queue. To help with that, SMBcrm now includes Force Sync for business listings, giving you a way to manually prioritize listing updates when timing matters.

Revamped Integrations Page Now in Labs

· 3 min read
SMBcrm Team
Product Team

Integration Page UI/UX Revamp (Labs)

We’ve revamped the Integrations page in SMBcrm to make it faster, cleaner, and more consistent. The updated experience uses a structured, card-based layout designed to reduce UI inconsistencies over time, while also improving performance and reliability behind the scenes.

If you regularly connect and manage integrations for your account, this update is meant to make those tasks easier to find, quicker to complete, and safer to manage.

Cleaner Submission PDFs and New Email Attachment Options for Forms Surveys and Quizzes

· 2 min read
SMBcrm Team
Product Team

Overview

We’ve improved how form, survey, and quiz submissions are viewed, downloaded, and shared inside SMBcrm. This update introduces a cleaner submission PDF layout, clearer PDF download choices (new vs legacy), and new controls for attaching PDFs to notification emails. Quiz results can now also be sent via email as a PDF attachment.

Contact Detail Page Redesign with Cleaner Layout and New Tag Creation

· 3 min read
SMBcrm Team
Product Team

Contact Detail Page Redesign: Cleaner UI, Faster Actions

We’ve rolled out a refreshed Contact Detail Page designed to improve clarity and make key actions easier to find. This update focuses on better visual contrast, improved organization, and smoother access to commonly used features. The underlying functionality of the page remains the same.

A helpful addition: you can now create new tags directly from the contact card.

New Ready to Use Templates for Websites Funnels Emails and Ads

· 3 min read
SMBcrm Team
Product Team

Introducing New Templates for Websites, Funnels, Emails, Ads, and More

We’ve added a fresh set of ready-to-use templates to help you launch faster and keep your marketing consistent across channels. Whether you’re building a new website, publishing a sales funnel, sending an email campaign, or spinning up ads, these templates are designed to save time while giving you a professional starting point you can fully customize.

If you’re looking to standardize your marketing assets across your team or across multiple accounts, these additions can help you move from idea to launch with fewer steps.

For more ways to streamline your marketing workflow, visit our Done-for-You Services.

Bulk Add Date Specific Service Hours Across Multiple Dates in Services v2

· 2 min read
SMBcrm Team
Product Team

Add Multiple Date-Specific Hours for Services (v2)

Managing date-specific availability in SMBcrm just got easier, especially when you need to adjust hours across multiple days (like holidays, events, or short-term schedule changes).

What’s new in Services (v2)

Previously, date-specific hours could only be added one date at a time, which made multi-day updates slow and repetitive. With Services (v2), you can now select multiple dates at once and apply the same working hours across multiple services and locations in one step.

How it works

When adding date-specific hours, you can now:

  • Select multiple dates from the date picker
  • Set your start time and end time once
  • Choose the services and locations once
  • Apply the setup in bulk across all selected dates
  • Let SMBcrm automatically group dates for easier management later

Smart date grouping (automatic organization)

To keep things clean after bulk updates, SMBcrm will automatically group dates based on whether they’re consecutive:

  • Consecutive dates are grouped into a single block
  • Non-consecutive dates are split into separate blocks

Example

If you select Jan 2, 3, 4, 5, 8, and 9:

  • Jan 2–5 will be grouped as one entry
  • Jan 8–9 will be grouped as another entry

You can edit or delete each group later without impacting the others.

Why it matters

This update is designed to reduce repetitive work while keeping your scheduling organized:

  • Save time by avoiding date-by-date setup
  • Keep date-specific availability cleaner with smart grouping
  • Make quick edits later, even after creating hours in bulk
  • Speed up setup for holidays, special schedules, or temporary changes

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Need help updating your service availability?

If you’d like help setting up Services (v2) availability or optimizing your booking experience, visit our Support page or contact us.