Release Highlights – 25th Aug 2025

CRM Records Now Update Automatically for Conversive & SMS Magic Portal Users

Never worry about stale data in your CRM again. Conversive now keeps your records fresh across every interaction, without extra effort.

• Never lose a hot lead

  : Lead and contact details update the moment conversations happen in Conversation Flows or with AI Assistants.

• Work from where you already are

  : Agents using Converse Desk or Audience Manager can push field updates to the CRM in one click.

• Stay Flexible

  : Choose the exact fields to update—one or many—and map them cleanly to your CRM.

• Keep data clean

  : Validation checks run before write-back, reducing rejected updates and bad data.

• No disruption

  : Updates execute in the background so ongoing work and automations continue uninterrupted.

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

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Fix and Relaunch Rejected Campaigns Without Rebuilding

Rejected campaigns no longer mean lost time or confusion. Admins and Campaign Managers can now step in, fix, and relaunch with clarity.

• Recover fast

  : Conversive admins can correct and re-run rejected campaigns instead of rebuilding them.

• Real-Time Status Visibility

  : Campaign statuses update dynamically to reflect progress — whether Scheduled, Sent, or Rejected.

• Clarify ownership

  : When an admin edits and executes, ownership transfers to that admin for clear accountability.

• Keep creators informed

  : Original creators are notified when their campaign is modified and executed.

• Maintain audit trails

  : Submission, rejection, edits, and relaunches are recorded for compliance and review.

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

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Stay Signed in Through Business Hours

We’ve removed everyday productivity blockers so you can focus on customer interactions without session timeouts getting in the way.

• Extended Login Sessions:

  Stay logged in for a full 8 hours by default (up from 30 minutes).

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Set Up Automations With Updated API Endpoints (Zoho)

When setting up automations, you now have the latest API references built right in.

• Seamless setup

  : Configure automations in Zoho with accurate, ready-to-use references.

• In-context guidance

  : API references are available exactly where you need them during setup. The Getting Started section reflects the current v2 endpoints.

• Quicker onboarding

  : Start building faster without needing to cross-check details.

• Confidence at every step

  : Depend on documentation that keeps pace with platform updates.

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Manage Sender IDs for Zoho Directly in the Portal

Zoho users can now configure and manage all Sender IDs within the Portal itself, ensuring a smoother, more consistent experience.

• Seamless for Zoho users

  : Sender IDs are now fetched directly from the Portal, so there’s no need to manually sync them into Zoho.

• One place to manage

  : Add and configure Sender IDs directly in the Portal.

• Consistent campaigns

  : A single source of truth ensures reliable Sender IDs across every Zoho campaign.

• Simpler process

  : Centralized management makes setup faster and easier.

• Reliable messaging

  : Ensure the right Sender ID is always applied.

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

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New Integration: Conversive + Dialpad — Close the Loop on Voice Calls

Conversive now integrates with Dialpad so you can extend voice conversations with automated SMS follow-ups.

• Automate what matters

  : Outbound SMS triggers instantly when a call is missed or completed.

• Ready-to-use templates

  : Activate proven Dialpad use cases in Conversive automations with just a few clicks.

• Stay relevant at every stage

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Missed Call → re-engage with an immediate follow-up.

Completed Call → send a thank-you, recap, or next-steps message.

Timely, consistent outreach across voice and messaging—no manual effort, stronger engagement.

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Keep Customer Journeys Relevant With Entry Rules

You can now layer conditional entry conditions on top of triggers like CRM updates and inbound events to decide how a lead should progress before actions run.

• Guide the flow

  : Entry conditions determine not just whether a record enters an automation, but also which path it should take.

• Keep flows efficient

  : Ensure actions run only on the right records — for example, enrich a lead only if it doesn’t already exist in the CRM.

• Target precisely

  : Build rules using CRM fields, static values, or dynamic lookups, and combine them with AND/OR operators for flexible logic.

• Protect the customer experience

  : Route customers to the most relevant journeys and prevent duplicate or conflicting automations.

• Reduce noise and cost

  : Direct system resources toward the right actions, improving both efficiency and impact.