New Features
- Automations — Resolve Timezone action: Convert location data you already have — a CRM time zone value in any common format, a zip code, a phone number, or a state — into a time zone Apten can use, so leads are contacted at the right local hours. Inputs are tried in order and unrecognized values fall through; pair it with Create Lead’s Time zone field. See Resolve Timezone.
- Nested branches in Automations: Branch steps can now contain their own Branch steps, up to 3 levels deep — split a path, then split it again. The total step limit per automation is now 75 (up from 30). See Control Steps.
- Automations: Build CRM-triggered workflows on a visual canvas — when a record is created or a field changes in Salesforce or Microsoft Dynamics, Apten can create leads, send messages, switch customer profiles, register Do Not Contact numbers, and more, with filters and branching to control each path. Available to admins under Automations in the sidebar. See Automations.
- Automations — condition groups: Mix AND and OR logic in one condition list, like Status = Qualified and (Source = Web or Source = Referral). Add a group from the condition editor on trigger conditions, Filter steps, Branch rules, and Find CRM Record conditions. See Condition groups.