I send out a multi-stage Sequence with a Calendar Link for booking a call. In cases where a recipient scheduled the call via my Calendar Link without responding to the Sequence email, I need to manually remove them from the Sequence before the nex...
More granular permissions - disable field editing or other actions such as "reply"
Disable field editing to keep single source of truth in CRM as native sync from Hubspot or Salesforce for example are only one way batches. So if a user edits a contact field this wont be reflected in hubspot and when the next batch syncs, their c...
All customers on the portal to take quick actions by surfacing macros on the portal. (Not necessarily attached to a conversation - instead just quick actions that allow users to interact with systems such as: "create a call back request" or "updat...
Provide the ability to copy rules instead of having to start custom rules from scratch every time and provide the ability to copy rules to other workspaces.
It would be great if a teammate could assign a Due Date for when a reply needs to go out for a specific conversation. We could tie in the Due Date with existing SLA rules, or issues notifications if the Due Date passes without a response from the ...
Access "Current Teammate" in Macro Dynamic Variables
When building a Macro, be able to access the "current teammate" in Dynamic Variables to include some information about them in the conditions or actions.
Flag all rules and macros that break when deleting a resource (tag, teammate, etc.)
When deleting a resource like a teammate, tag, or inbox, Front should flag all the rules and macros currently using that resource so that admin can update these workflows accordingly.
Macros or quick action buttons that we can surface on a contact, account or app object card. If we want to be an operations cross team platform it would beb great to have actions that appear elsewhere in the platform, not just on the conversation....