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Smart Lists for Custom Objects

Raichel.ai

Published on: 01/05/2025

Custom Objects help you manage processes specific to your business, keeping relationships clear and simplifying organization. This new tool will help you be even more effective when using your Custom Objects by creating shareable lists that filter results.

CRM and PipelinesCustom Objects

Workflow Actions for Associated Custom Object Records

Raichel.ai

Published on: 12/02/2025

Custom Objects and their relationships with customers are unique. However, that doesn’t mean you’ll want to enter all data related to them manually. For those moments, we’re happy to introduce these three new actions for workflows to help manage Custom Objects.

Workflows and AutomationsCustom Objects