Catch up on ChurnZero’s recent platform updates! Here’s a roundup of highlights and what you may have missed on a messaging upgrade, HubSpot integration update, meetings enhancement in Snapshot AI, calculated field enhancements, and some content styling refreshes.
Messaging got a major upgrade.
What to know:
- Reply to emails from profile timelines (threads auto-included)
- Compose with a streamlined editor (includes auto-save, formatting fixes, and a cleaner layout)
- Send CZ emails via Outlook or Gmail, which means emails show in your sent folder, and there’s no need to BCC yourself
- Better access with new Quick Actions menus on customer profiles and segments
How it helps you: This updated Message Review experience means smoother editing and faster sending. It’s less friction and more visibility, both inside and outside of CZ.
HubSpot contact sync upgrade.
- What to know: When new contacts are created in HubSpot via the CZ integration, we’ll write all connected fields onto the new contact, regardless of sync direction.
- How it helps you: This one’s simple: fewer gaps, stronger data.
Learn more: ChurnZero’s integrations
Meeting notes in Snapshot AI.
- What to know: Move over metadata – Snapshot AI can now analyze the actual content of meeting notes. Plus, admins can choose which meeting types to include for targeted, relevant insights.
- How it helps you: This unlocks more insightful, context-aware summaries.
Learn more: Snapshot AI
More Calculated Field enhancements.
What to know: Let’s add even more specificity to building out those calculated fields:
- Relative dates in rollup fields: build with options like “this month” without manual updates
- Multi-select field filters in rollups: use “Equals” or “Contains” to narrow results with precision
- New formula functions: convert text fields to numbers (and vice versa)
How it helps you: Even greater flexibility to the latest field builder, and still no CZ support ticket required.
Refreshed in-app content styling.
- What to know: To align with CZ’s latest look and feel, we’ve updated the default styling for announcements, journey checklists, Success Centers, and WalkThroughs.
- How it helps you: It’s a cleaner, more modern experience (for your team and your end users). No extra design work required – and if you’ve already customized your styling, your work will stay exactly as designed!
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