Playbook Control & Human-Readable CRM Fields! 🧑‍🔧

Hi there! We'll keep this product update short and sweet - Here's what's new at Correlated:

Playbook Control

We understand your GTM motion is constantly evolving, so we added some new functionality to help you keep up with those changes in Correlated. Now, you have the control to turn Playbooks completely "on" or "off" as needed.

When a Playbook is turned off, no new users or accounts will trigger the Playbook, and actions will not run. It's the perfect option to adjust the conditions until you're 100% ready to launch it. Additionally, you can use this setting to turn outdated Playbooks off without losing any of the historical data, like who triggered when, actions sent, and goals achieved.

Human-Readable CRM Fields

With our recent support of HubSpot as a data source, we figured it was time to upgrade how we ingest data from your CRMs.

Historically, Correlated would import CRM data using the "API name" from Salesforce and HubSpot. Now, we'll automatically import your CRM data in the same human-readable format to match that field / property name -- no more confusion or re-naming dimensions in Correlated needed!

Thanks for reading! Until next time.