Release Highlights – 16th Feb 2026

Find the Right Record Using Any Identifier with Enhanced CRM Search

With this update, we’ve enhanced CRM search capabilities to make record lookup more flexible and consistent across all supported CRM platforms—no matter how your data is structured across them.

What’s New

Admins can now configure exactly which fields

Conversive searches across—email, company name, external IDs, and even custom fields

, giving users consistent search behavior across connected

CRMs like Salesforce, Zoho, HubSpot, Microsoft Dynamics, and Creatio

. Search results also return complete record data in a single call, so reps and agents have full context the moment a conversation is matched.

Best For

• Admins and RevOps

  control search behavior directly—no engineering tickets and code changes.

• Agents and representatives

  get fewer dead ends. The right contact surfaces regardless of which identifier they search with.

• Teams running multiple CRMs

  get consistent search behavior across every platform, without CRM-specific workarounds.

How To Configure

1. Go to

   Message Object Configuration

   in Conversive settings

2. Find the new

   Search Fields

   section

3. Select the fields you want search to run across

4. Save—changes take effect immediately

Existing configurations are unchanged. If

no Search Fields are added, search defaults to Name and Phone as before

.

Check out this step-by-step video guide to help you get started quickly.