What’s new: You can now add custom CSS directly to any funnel page using the built-in CSS editor. Write your own styles without needing external tools or code injection workarounds.Why it matters: Full design control over your funnels without leaving the platform.How to use it: Open any funnel page in the editor, click Settings > Custom CSS, and add your styles.
What’s new: Zoom is now available as a meeting location for calendar bookings. When a contact books an appointment, a Zoom meeting link is automatically generated and included in the confirmation email.Why it matters: Eliminates the manual step of creating and sharing Zoom links for every booking.How to use it: Go to Calendars > edit a calendar > Meeting Location > select Zoom.
What’s new: Connect your QuickBooks account to sync invoices, payments, and customer records between HoopAI and QuickBooks. Invoice data flows automatically once the integration is enabled.Why it matters: Keeps your accounting in sync without duplicate data entry.How to use it: Go to Settings > Integrations > QuickBooks and follow the OAuth connection flow.
What’s new: Create reusable global sections (headers, footers, CTAs) that update across all funnel pages simultaneously when edited.Why it matters: Change a header once and it updates everywhere, saving time on multi-page funnels.How to use it: In the funnel editor, right-click a section and select Save as Global Section.
What’s new: PayPal is now available as a payment method on invoices. Clients can pay directly via PayPal from the invoice link.Why it matters: Gives your clients more flexibility in how they pay.How to use it: Go to Settings > Integrations > connect PayPal, then enable it under Payments > Invoice Settings.
What’s new: Select multiple opportunities in list view and perform bulk actions including stage change, owner assignment, and status update.Why it matters: Manage large pipelines faster without editing deals one by one.How to use it: Switch to list view in Opportunities, select rows with checkboxes, and use the bulk action toolbar.
What’s new: Google Calendar sync is now fully bidirectional. Events created or modified in Google Calendar automatically reflect in HoopAI calendars and vice versa.Why it matters: No more double-booking or manual calendar updates across platforms.How to use it: Go to Settings > Integrations > Google Calendar and enable two-way sync.
What’s new: Clients can now make partial payments on invoices. The remaining balance is tracked automatically, and reminders can be configured for outstanding amounts.Why it matters: Adds flexibility for larger projects where clients pay in installments.How to use it: Enable partial payments under Payments > Invoice Settings > Allow Partial Payments.
What’s new: The Stripe integration now supports automatic retry for failed payments, improved webhook reliability, and real-time payment status updates in the CRM.Why it matters: Fewer missed payments and more accurate financial data in your dashboard.How to use it: Reconnect your Stripe account under Settings > Integrations to enable the updated features.
What’s new: Design branded invoice templates with your logo, colors, custom fields, and payment terms. Save multiple templates for different use cases.Why it matters: Professional, on-brand invoices build client trust and reduce payment friction.How to use it: Go to Payments > Invoices > Templates > Create Template.
What’s new: Set invoices to recur on weekly, monthly, quarterly, or annual schedules. Recurring invoices are generated and sent automatically based on your configuration.Why it matters: Automate billing for retainer clients and subscription services.How to use it: When creating an invoice, toggle Recurring and set the frequency and end date.
What’s new: A dedicated analytics dashboard for social media shows post performance, engagement rates, follower growth, and best posting times across all connected accounts.Why it matters: Data-driven decisions for your social strategy without leaving the platform.How to use it: Go to Marketing > Social Planner > Analytics tab.
What’s new: Track invoice payment statuses in real time with a dedicated dashboard. See which invoices are paid, pending, overdue, or partially paid at a glance.Why it matters: Instant visibility into your accounts receivable without checking email or payment processors.How to use it: Go to Payments > Invoices to see the status dashboard.
What’s new: Send invoices directly to clients via email or SMS with a secure payment link. Clients can view and pay from any device.Why it matters: Faster payments by meeting clients where they are.How to use it: Open an invoice and click Send > choose Email or SMS.
What’s new: Add multiple line items to invoices with descriptions, quantities, rates, and tax percentages. Tax is calculated automatically per line item and in the total.Why it matters: Accurate, itemized invoices reduce client questions and disputes.How to use it: When creating an invoice, click Add Line Item and fill in the details.
What’s new: Schedule up to 50 social posts at once using the bulk upload feature. Upload a CSV with post content, images, and scheduled times.Why it matters: Plan an entire month of content in minutes instead of hours.How to use it: Go to Social Planner > Bulk Schedule and upload your CSV file.
What’s new: The HoopAI platform now includes a full invoicing system. Create professional invoices with your branding, add line items, set payment terms, and send directly to clients.Why it matters: Manage billing and client payments without a separate invoicing tool.How to use it: Go to Payments > Invoices > Create Invoice.
What’s new: Apply percentage or flat-rate discounts to invoices. Discounts appear as a line item and are reflected in the total automatically.Why it matters: Offer promotional pricing or loyalty discounts directly on invoices.How to use it: When editing an invoice, click Add Discount and enter the amount or percentage.
What’s new: Schedule and publish posts to your Google Business Profile directly from the social planner. Supports text posts, images, and event posts.Why it matters: Keep your Google Business listing active and engaging without logging into Google separately.How to use it: Connect your Google Business Profile under Marketing > Social Planner > Accounts.
What’s new: Trigger workflows automatically when an opportunity is marked as won or lost. Use these triggers to send follow-ups, update tags, or notify team members.Why it matters: Automate post-deal workflows so nothing falls through the cracks.How to use it: In the workflow builder, add a trigger > Opportunity Status Changed > filter by Won or Lost.
What’s new: Publish single-image and carousel posts directly to Instagram without push notifications or manual steps. Supports captions, hashtags, and first-comment scheduling.Why it matters: True hands-off Instagram scheduling saves time and keeps your content calendar on track.How to use it: Connect your Instagram Business account in Social Planner > Accounts, then schedule posts as usual.
What’s new: See how long each opportunity has been in its current pipeline stage. A duration badge appears on kanban cards and in the list view.Why it matters: Identify stalled deals quickly and take action before they go cold.How to use it: Duration tracking is automatic — check the kanban board or list view in Opportunities.
What’s new: View all scheduled social posts in a monthly calendar layout. Drag and drop posts to reschedule them instantly.Why it matters: Visualize your content calendar at a glance and spot gaps in your posting schedule.How to use it: Go to Marketing > Social Planner > switch to Calendar view.
What’s new: Add custom fields to opportunities to track any data specific to your sales process — contract length, product type, referral source, and more.Why it matters: Tailor your pipeline to match your exact sales workflow.How to use it: Go to Settings > Custom Fields > Opportunities > Add Field.
What’s new: Schedule and publish posts to Facebook Pages and Groups directly from the social planner. Supports text, images, videos, and link posts.Why it matters: Manage all your Facebook content from one dashboard alongside your other social channels.How to use it: Connect your Facebook accounts in Social Planner > Accounts, then create and schedule posts.
What’s new: Workflow actions can now create, update, and move opportunities through pipeline stages automatically. Set deal values, assign owners, and change statuses without manual intervention.Why it matters: Fully automate your sales pipeline progression based on contact behavior.How to use it: In the workflow builder, add actions under Opportunities to create or update deals.
What’s new: The HoopAI platform now includes a built-in social media planner. Schedule, publish, and manage posts across Facebook, Instagram, and Google Business Profile from a single dashboard.Why it matters: Eliminate the need for a separate social media tool — plan and publish alongside your CRM and marketing.How to use it: Go to Marketing > Social Planner to connect accounts and start scheduling.
What’s new: Enable a review and approval step for social posts before they are published. Team members can submit posts for approval, and managers can approve or request changes.Why it matters: Maintain brand consistency and quality control across your social presence.How to use it: Enable approvals under Social Planner > Settings > Require Approval.
What’s new: Pipeline view now shows total weighted and unweighted deal values per stage. Forecast revenue based on stage probabilities that you assign.Why it matters: Get a clear picture of your sales pipeline value and expected revenue.How to use it: Set stage probabilities in Settings > Opportunities > Pipeline Stages, then view forecasts on the pipeline dashboard.
What’s new: Trigger workflows when appointments are booked, confirmed, cancelled, or marked as no-show. Combine with any workflow action for full automation.Why it matters: Automate follow-ups, reminders, and internal notifications based on appointment lifecycle.How to use it: Add a trigger > Appointment Status in the workflow builder.
What’s new: Create multiple pipelines to manage different sales processes, service lines, or departments. Each pipeline has its own stages, views, and reporting.Why it matters: One pipeline rarely fits all — separate pipelines keep different processes organized.How to use it: Go to Opportunities > Pipelines > Add Pipeline to create a new one.
What’s new: The contact detail page now shows a unified activity timeline including emails, SMS, calls, form submissions, page visits, and opportunity changes in chronological order.Why it matters: See the full customer journey in one scrollable view without switching tabs.How to use it: Open any contact and scroll to the Activity section.
What’s new: The opportunity kanban board now supports drag-and-drop between stages, inline editing of deal values, and color-coded cards based on deal status or custom fields.Why it matters: Faster pipeline management with fewer clicks and better visual context.How to use it: Go to Opportunities and use the default kanban view.
What’s new: Use dynamic variables in email templates to personalize subject lines, body content, and CTAs with contact, opportunity, and custom field data.Why it matters: Personalized emails drive higher open and click rates.How to use it: In the email builder, click Insert Variable or type
{{}} to see available merge fields.What’s new: Trigger workflows automatically when an opportunity moves to a specific pipeline stage. Combine with any action — send emails, assign tasks, update contact fields.Why it matters: Eliminate manual follow-up steps as deals progress through your pipeline.How to use it: In the workflow builder, select trigger Pipeline Stage Changed and choose the target stage.
What’s new: Toggle between kanban and list view for opportunities. List view supports sorting, filtering, and column customization for large pipelines.Why it matters: Table view is faster for reviewing and bulk-editing large numbers of deals.How to use it: Click the List View icon at the top of the Opportunities page.
What’s new: Filter opportunities by stage, owner, deal value, tags, date range, and custom fields. Save filter combinations as named views for quick access.Why it matters: Find the exact deals you need without scrolling through your entire pipeline.How to use it: Click Filter on the Opportunities page, set your criteria, then click Save View.
What’s new: The SMS composer now shows real-time character count and segment count so you know exactly how your message will be billed before sending.Why it matters: Avoid unexpected costs from multi-segment messages.How to use it: Character and segment counts appear automatically below the SMS text field.
What’s new: Assign monetary values to opportunities. Deal values display on kanban cards, and stage totals are calculated automatically in the pipeline header.Why it matters: See your pipeline revenue at a glance without exporting to a spreadsheet.How to use it: Edit any opportunity and enter a value in the Deal Value field.
What’s new: Set goals on workflows to automatically remove contacts once they reach a desired outcome — such as booking an appointment or making a purchase.Why it matters: Prevents over-communication by stopping the workflow when the goal is achieved.How to use it: In the workflow builder, click Goal and define the completion criteria.
What’s new: Customize pipeline stages with names, colors, and sort order. Define your sales process from lead to close with as many stages as you need.Why it matters: Mirror your real sales process inside the platform for accurate tracking.How to use it: Go to Settings > Opportunities > Pipeline Stages to add or reorder stages.
What’s new: Customize the look and feel of your booking widget with brand colors, custom text, and configurable availability display. Embed it on any website or funnel page.Why it matters: A branded booking experience builds trust and increases conversion rates.How to use it: Go to Calendars > edit a calendar > Widget tab to customize the appearance.
What’s new: The HoopAI platform now includes a full opportunities and pipeline management system. Track deals through customizable stages, assign owners, and monitor your sales pipeline visually.Why it matters: Manage your entire sales process from lead to close inside the same platform as your marketing and communications.How to use it: Navigate to Opportunities in the sidebar to create your first pipeline and start adding deals.
What’s new: CSV import now supports field mapping preview, duplicate detection, and tag assignment during import. Errors are highlighted before finalizing.Why it matters: Cleaner imports mean less time spent fixing data issues afterward.How to use it: Go to Contacts > Import and upload your CSV to see the improved mapping interface.
What’s new: Send data to external systems via webhook from any workflow. Configure the URL, method, headers, and payload with dynamic contact and custom field variables.Why it matters: Connect the HoopAI platform to any third-party tool or custom API endpoint.How to use it: In the workflow builder, add action > Webhook and configure the request details.
What’s new: Create group calendars that allow multiple people to book the same time slot, up to a configurable maximum. Ideal for webinars, classes, and group sessions.Why it matters: Run group events without a separate registration tool.How to use it: Go to Calendars > Create Calendar > select Group type and set the max attendees.
What’s new: Perform math operations on custom field values within workflows — add, subtract, multiply, and divide. Use this for lead scoring, point tracking, or balance calculations.Why it matters: Build sophisticated automation logic without external tools.How to use it: Add a Math Operation action in the workflow builder and select the field and operation.
What’s new: Filter conversations by channel type (SMS, email, Facebook, Instagram), assigned user, read/unread status, and date range.Why it matters: Find specific conversations quickly in high-volume inboxes.How to use it: Click the Filter icon at the top of the Conversations panel.
What’s new: Split contacts into two or more paths within a workflow to test different messaging, timing, or actions. Set distribution percentages for each path.Why it matters: Optimize your automation by testing what works best with real data.How to use it: In the workflow builder, add an A/B Split action and configure the paths and percentages.
What’s new: Create dynamic contact lists based on filter criteria that update automatically. Contacts matching the criteria are added or removed in real time.Why it matters: Always-current segments without manual list management.How to use it: Go to Contacts > Smart Lists > Create Smart List and define your filter rules.
What’s new: The reporting dashboard has been redesigned with interactive charts, customizable date ranges, and new metrics including conversion rates, pipeline value, and appointment show rates.Why it matters: Better data visualization helps you make faster, more informed decisions.How to use it: Go to Reporting to explore the updated dashboard.
What’s new: Add and remove multiple tags in a single workflow action. Tag actions now support dynamic values from custom fields.Why it matters: Simplify complex tagging logic within your automations.How to use it: Add a Tag action in the workflow builder and select or type the tags to add or remove.