Changelog

Follow up on the latest improvements and updates.

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Maintain a consistent source of truth by syncing Contact and Company data, now available in Partner Center and Business App.
What it is
The new
HubSpot integration
enables a seamless, two-way data sync for Contacts and Companies between HubSpot and Vendasta’s Business App. Once connected, the integration automatically keeps records aligned across both platforms, ensuring that updates made in one system—such as phone numbers or email addresses—are reflected in the other.
Why it's Important
Many sales and marketing teams rely on both HubSpot and Business App to manage customer relationships, but keeping data aligned manually is time-consuming and prone to human error. This integration eliminates manual data entry, prevents record discrepancies, and ensures that teams are always working from
accurate, up-to-date information
. By reducing duplication, partners can focus on driving growth rather than managing administrative tasks.
What's Included
  • Two-way Contact sync
    : Automatically sync new or updated contacts between HubSpot and Business App.
  • Company record alignment
    : Ensure company details remain consistent across both platforms.
  • Streamlined workflow
    : Reduce manual updates and data discrepancies within minutes of an update.
How to Access
To get started with the HubSpot integration, follow these steps:
  • Navigate to
    Administration
    >
    Integrations
    (or Connections) >
    Browse
    .
  • Search for
    HubSpot
    and click
    Add Connection
    (or Connect HubSpot).
  • In the pre-connect form, choose your preferred sync options for contacts and companies and click
    Continue
    .
  • Authorize the connection using
    HubSpot OAuth
    .
  • Confirm that the status shows as
    Connected
    with the current date (e.g., April 15, 2026).
FAQ
Q: What data is currently included in the sync? A:
The integration currently supports a two-way sync for Contacts and Companies. Future updates may expand to additional data types.
Q: Who can use this integration? A:
Both Partners and their SMB clients can use it. Partners manage the connection in Partner Center, while SMBs benefit from synced data within Business App.
Q: Do deletions sync between HubSpot and the Vendasta platform? A:
No, deletions in one system do not automatically delete records in the other to prevent accidental data loss.

new

Business App

Now Available

CRM AI

AI Sales Assistant

Automatically Keep Opportunities and Custom CRM Fields Up to Date with CRM AI

Your AI Sales Assistant can now read and update opportunity data and custom object fields in Business App, automatically, based on what happens in your sales conversations. Less manual entry. More accurate pipeline data. An always up to date CRM.
CRMCapability
Your CRM, updated by AI
CRM AI's Sales Assistant now goes beyond contacts and companies. After a meeting or sales activity, the AI can automatically update opportunity details like price and pipeline stage, and custom object fields, such as vehicle year and model, based on what was discussed. You choose which fields the AI can update and whether it should always overwrite existing values or only fill in empty ones. The system also respects field restrictions, so it will never update a field with an invalid value.
On top of this, a new automation time trigger means you can prompt the AI Sales Assistant to proactively find and act on data updates autonomously without waiting for a meeting to trigger it.
Why it's important
A CRM is only as useful as the data inside it. But keeping opportunity records and custom fields accurate requires reps to manually update them after every call, meeting, or touchpoint, work that's easy to skip and even easier to do inconsistently.
Previously, CRM AI could automatically update contacts and companies based on meeting activity, but opportunities and custom objects still required manual entry. Now the AI Sales Assistant handles those updates too, giving sales teams a self-updating CRM that reflects the true state of every deal without the administrative burden.
The result: sales reps spend less time in data entry and more time selling, while managers get pipeline visibility they can actually trust.
What's included
  • Opportunity updates:
    Auto-update opportunity price and pipeline stage based on sales activity.
  • Custom object updates:
    Auto-update custom object fields (e.g., vehicle year and model, or any fields your business tracks).
  • Flexible overwrite settings:
    Choose "always overwrite" or "overwrite if empty" for each field.
  • Field restrictions respected:
    The AI will not update fields with values that fall outside defined options.
  • Automation time trigger:
    Prompt the AI Sales Assistant to act autonomously on a schedule, not just after meetings.
How to access
Available to accounts with CRM AI.
  1. Go to
    Business App > CRM > AI Sales Assistant > Configure
  2. In the "Update CRM" capability, configure the overwrite preference for each field ("always overwrite" or "overwrite if empty")

new

Now Available

Forms

Companies & Contacts

CRM AI

AI Sales Assistant

Keep CRM Data Current and Auditable

Get full data accuracy and transparency through automatic updates from form submissions, and a complete change tracking system now available in your CRM.
Accurate data. Complete accountability.
Two updates work together to make your CRM more trustworthy.
Form submissions always overwrite CRM fields
When a form is submitted, the values it contains now automatically overwrite the corresponding fields in your CRM. No stale information left behind from older submissions: what's submitted is what's stored.
Field Change History available to all users
Every field update in your CRM is now logged in Field Change History. Whether a field was updated by a form submission, the AI Sales Assistant, a teammate, or the system, you can see exactly what the previous value was, what it changed to, and who or what made the update.
Why it's important
Your CRM is only as useful as the data inside it. When a customer submits a form with updated contact details, that information should immediately reflect in their record. As AI takes on more data management tasks across the platform, knowing exactly what changed and why isn't just helpful, it's essential.
These two updates address both sides of the problem: form submissions now reliably keep records current, and Field Change History ensures that every update—human or AI-driven—is transparent and attributable. Together, they give you and your clients a CRM they can trust.
How to access
Both features are available now in Business App.
Form submission overwrites
happen automatically—no configuration required. Submit a form, and the corresponding CRM fields update immediately.
To view Field Change History for any record:
  1. Go to
    Business App > CRM
  2. Open any contact, company, or opportunity record
  3. Click on the
    History
    icon (top right corner)
  4. Review what changed, the previous and new values, and who or what made the update
Field Change History is available to all users on a Starter subscription or above.
WP Email Banner Revised
Vendasta is upgrading the infrastructure behind all WordPress Hosting sites. This is a significant improvement for your clients, with better uptime, faster performance, and stronger security. We will be upgrading the version of PHP and WordPress core for sites that need it in waves through May 15, followed by the infrastructure migration in phased batches from May 25 onwards.
Most sites require no action from you.
What it is
Vendasta is migrating all WordPress Hosting sites to an upgraded infrastructure. This improvement provides better uptime, faster performance, and stronger security for your clients' sites at no additional cost.
Why it’s Important
Managing self-hosted infrastructure can lead to performance bottlenecks and security risks for SMBs. With this upgrade, your clients will experience:
  • 99.99% hosting availability — a step up from the current 99.9% SLA
  • Up to 66% faster website performance on average, based on early testing
  • More consistent performance during traffic spikes and seasonal peaks
  • Improved security with DDoS protection, malware scanning, and firewall management
  • Daily automated backups and improved backup continuity
  • No change to pricing — this is an infrastructure improvement, not a pricing event
What is changing
The infrastructure that powers your clients' WordPress sites will move to an upgraded hosting environment. For most sites this will be seamless. Your clients will continue to manage their sites through Business App. As part of this transition, two things are changing:
  • PHP upgrade to version 8.2 or higher.
    Sites currently running older PHP versions will be upgraded. This is required for migration and aligns with the November 2025 PHP version policy.
  • New Lite Dashboard in Business App.
    The current WordPress Hosting dashboard will be replaced by a streamlined management experience built directly inside Business App, launching May 10.
Screenshot 2026-04-14 at 12
Timeline
We are rolling this out in waves to ensure every site is handled carefully and any compatibility issues are caught early.
  • [Now until May 15] PHP and WordPress Core Upgrades.
    We will be upgrading PHP to 8.2+ and WordPress core to 6.8+ for sites that need it, in careful batches. We will be in touch if there is anything we need from you before your sites are upgraded.
  • [May 10] New Dashboard Launches.
    The new Lite Dashboard goes live in Business App, replacing the current multi-tab WordPress Hosting dashboard. All key management features are included.
  • [May 25 - End of June]
    Site Migration:
    Once prerequisites are in place, sites will be migrated to the upgraded infrastructure in phased batches.
What you need to do
For most partners, nothing. We are managing this migration proactively. For the small number of sites that need prerequisites updated first, we've got you covered.
We will be upgrading PHP and WordPress core for you, in waves, between now and May 15.
Questions or concerns?
If you have any questions about this change, please contact the Vendasta support team. We are here to help and want this transition to be as smooth as possible for you and your clients.
FAQ
Do I need to pay more for this upgrade?
No. This is an infrastructure improvement included in your current pricing.
What if my site needs prerequisites updated?
Don't worry. We will handle the PHP and WordPress core upgrades for you as part of the phased rollout between now and May 15, ahead of the infrastructure migration starting May 25.
Social AI coming Soon Banner
Two new AI employees are coming to
Social AI Premium
, built to execute your clients' social and blog strategy automatically, week after week. The
AI Social Media Manager
handles social content creation, scheduling, and provides insights on performance. The
AI Blogger
turns business context into publish-ready, SEO-optimized blog posts. Together, they give local businesses a full content department that never needs to be briefed.
Why it's Important
Many local businesses and time-strapped partners struggle to maintain a consistent online presence, often lacking the time or dedicated staff to create high-quality social posts and blogs. This leads to missed opportunities for leads and search visibility.
The new AI employees solve this by providing a workflow that ensures on-brand content goes live every week. This allows partners to deliver a full-service marketing experience at scale, while local businesses gain professional-grade consistency and domain authority without the overhead of a marketing team.
What's new
AI Social Media Manager, weekly social execution, on autopilot
The AI Social Media Manager generates and publishes social posts every week based on the business's goals, brand voice, and trending topics. Businesses choose whether content goes live automatically or saves as a draft for review.
  • Generates platform-ready posts for Facebook, Instagram, LinkedIn, X, and more.
  • Pairs every post with AI-generated or stock visuals that match the content
  • Automatically builds and executes social calendar aligned to business goals
  • Provides post performance insights via conversation
AI Blogger, content that builds your search and LLM authority over time
The AI Blogger writes one FAQ-style blog post every week based on the business's services, active promotions, and the questions customers are actually searching. No briefing required. Posts are published directly to WordPress or saved as drafts for review.
  • Generate weekly AEO blogs grounded in a real business context
  • Publish automatically to WordPress or hold for approval
  • Build domain authority and capture high-intent search traffic over time
Hands-on creation, conversationally
For businesses that want more control, Social AI Premium includes a conversational experience inside Business App. Generate, draft, schedule, and publish social and blog content through a chat interface, including image generation and editing, all in one workflow.
Meet Social AI
As part of this launch, the product currently named "Social Marketing" will become
Social AI
, reflecting the shift to an agentic, automated content experience. In the Marketplace, it will appear as
Social AI
with three editions: Standard, Professional, and Premium.
With the AI Social Media Manager and AI Blogger included,
Social AI Premium
helps businesses:
  • Show up consistently
    by automating weekly social and blog content without manual effort
  • Build credibility
    with on-brand posts and SEO-optimized articles that reflect the real business
  • Drive results
    by turning social and search presence into awareness, leads, and website traffic
  • Stay in control
    with a five-day review window before anything goes live
White-glove setup service available
Our team of experts can configure Social AI Premium for your clients so it delivers value on day one. The
AI Social Media Manager & AI Blogger Setup
includes:
  • Connecting and configuring all social channels and WordPress
  • Setting up brand voice, goals, and the AI's knowledge base
  • Configuring the weekly content workflow (auto-publish or draft review)
  • Ongoing support as new AI employee capabilities are added
Recommended for:
Time-strapped partners managing multiple SMB clients, and service-based businesses, such as home services and professional services, who need consistent content but don't have a dedicated marketing team.
Summary
Social AI Premium
is the always on content department for SMBs. With the AI Social Media Manager and AI Blogger, businesses can:
  • Automatically generate and publish weekly social posts across all major platforms
  • Produce weekly FAQ blogs that build authority and drive organic traffic
  • Create content through conversationally with the AI employees
  • Understand post performance through plain-language AI insights
More details and resources will be coming soon!
AI employee setup service banner
Vendasta Services is excited to announce new ways to purchase
any
AI Employee Setup! Two distinct purchasing paths to capture all of your and your customer's needs:
The AI Receptionist Setup service you have come to know and love will now be available as AI Employee Setup in the marketplace. You’ll be able to purchase any AI Employee Setup through a single marketplace solution, making it easier for you to package and sell to your customers.
Coming soon:
You have been asking for a service that continues to support AI employees long after the initial configuration. Our newest offering will be the complete package, providing expert-managed care to ensure your client’s AI employees stay accurate, responsive, and fully connected to their business. With unlimited tweaks to prompting and automations, updates to the AI’s knowledge base as their business evolves, and a monthly performance report, this will provide you with the perfect solution to support your clients with a complete AI employee workforce, set up and maintained by experts. More details on a release date and pricing will be coming next week, so stay tuned!
What’s New?
Instead of managing multiple, role-specific SKUs, you now have one universal solution. When ordering, you simply select the specific AI Employee type your client needs from a dropdown menu in the fulfillment form.
Important note:
Each AI employee setup requires a product that unlocks capabilities. If the product is not active at the time of order, our team will activate the corresponding product on your behalf. A list of required corresponding products can be found on the product page.
Supported AI Employees at launch include:
  • AI Receptionist:
    24/7 lead capture and appointment booking.
  • AI Reputation Specialist:
    Automated review monitoring and brand-aligned responses.
  • AI Sales Assistant:
    Meeting records with insights and scoring.
  • AI Inside Salesperson:
    Lead qualification and automated outbound follow-ups.
  • AI Support Agent:
    Instant customer Q&A and ticketing integration.
  • AI Data Analyst:
    Connecting data sources to surface actionable business insights.
  • Coming soon: AI Social Media Manager
  • Coming soon: AI Blogger
  • Coming soon: AI Search Specialist
Important Details for Partners
  • Existing Clients:
    If you have active AI Receptionist setups, nothing changes. Historical activations remain valid, and no re-ordering is required.
  • Simplified Packaging:
    This unified SKU makes it easier than ever to bundle a "Full AI Workforce" into your monthly marketing retainers.
  • Required Products:
    Each AI employee requires a specific foundational product to gain access to capabilities.
  • Mandatory Foundation:
    Please remember that AI Employee Setup is a required foundation before any managed service add-ons can be configured.
Ready to build your client's AI workforce?
Visit the Marketplace to get started with the new AI Employee Setup.
We’ve optimized our email infrastructure to resolve issues with "Pending" statuses and delivery delays. These updates ensure your large-scale campaigns send on time, as scheduled, without being throttled into multiple batches.
🚀 Increased Daily Sending Quotas
To support high-volume "blast" days and prevent delivery delays, we’ve significantly raised the minimum daily limits across our Channel Partner platform subscription tiers:
  • Starter (or equivalent): Increased from 500 to 3,000 emails/day
  • Professional (or equivalent): Increased from 5,000 to 10,000 emails/day
Key Fixes
  • Eliminated Throttling Delays:
    Campaigns will no longer be forced into 12-hour delays or multi-day batches due to quota exhaustion.
  • Improved Scheduling Reliability:
    Emails will now begin sending precisely at your configured start time, respecting your local timezone settings.
  • Consistency:
    Large recipient lists (2,500+) will now process in a single, continuous flow rather than staggered bursts.
New Daily Quotas
  • Starter:
    3,000
  • Professional:
    10,000
  • Premium:
    10,000
  • Enterprise:
    25,000
These changes are live now for all accounts. Your campaigns will automatically benefit from the higher throughput and improved reliability.

new

Business App

Executive Report

Campaigns

Now Available

Track Email and Campaign Performance in the Executive Report

Email and campaign performance metrics are now included in the Executive Report in Business App. See delivered, opened, and clicked stats for standalone emails and campaigns alongside the rest of your business reporting—all in one place.
Screenshot 2026-04-10 at 4
Email performance, right where you need it
The Executive Report now includes stat cards for both standalone emails and campaigns. Each card breaks down key engagement metrics—delivered, opened, and clicked—with both graph and table views. Whether you're running a targeted email or a full campaign, performance data is now surfaced directly in the report your clients already use to understand how their business is doing.
Why it's important
Email is one of the most direct ways businesses connect with their customers, but without clear performance data in the right place, it's hard to know what's working. Partners and SMBs have needed to look in separate areas of the platform to understand how their emails and campaigns performed—disconnected from the broader picture of business health.
Now, email and campaign stats live alongside the rest of the Executive Report, making it easier to see the full impact of marketing activity without switching views or tools. This is especially valuable when reporting to clients: instead of pulling separate numbers, partners can walk clients through a complete performance summary in a single report.
How to access
  1. Go to
    Business App > Executive Report.
  2. Scroll down to the "Marketing" section.

new

Business App

User Management

Now Available

Self-serve User Management now available in Business App

SMB users can now manage team permissions and update their own email address directly in Business App, no partner involvement or support ticket required.
Screenshot 2026-04-10 at 2
More control, less waiting
Two updates make it easier for businesses to manage their own accounts without needing outside help.
Manage user permissions directly
Users with the "User Management" permission can now view the full users list and control exactly which permissions to grant when inviting someone new—all without contacting a partner or raising a support request. A built-in safeguard prevents users from accidentally removing their own access to the Users or Admin tabs, so self-lockout is never a concern.
Update your own email address
Users can now change their email address on their own, directly within Business App. Something that previously required a partner or support team to action can now be done in seconds by the user themselves.
Why it's important
Small account management tasks shouldn't require outside help. When a team member joins, leaves, or changes roles - or when a user simply needs to update their email address - waiting on a partner or support ticket creates unnecessary friction and delays. These updates put everyday admin tasks where they belong: in the hands of the people who need them done.
How to access
Both features are available now in Business App.
To manage user permissions:
  1. Go to
    Business App > Administration > Users
  2. Select a user or invite a new one
  3. Choose which permissions to grant and save your changes
Note: Only users with the "User Management" permission can view and manage the Users page.
To update your email address:
  1. Go to
    Business App > Profile / Account Settings
  2. Update your email address and save

new

Now Available

Meetings & Appointments

CRM AI

Share meeting recordings externally with CRM AI

Keep deals moving and align external stakeholders by sharing meeting recordings via unique public links, now available in Business App.
Screenshot 2026-04-08 at 7
The best of both worlds: Professional transparency meets internal privacy
External link sharing allows you to generate a public URL for any meeting recording to share with people outside your organization without requiring them to log in. Recipients can watch the video directly in their browser, ensuring stakeholders see the most important "aha" moments of a call instantly.
Why it’s Important
Sharing meeting insights with prospects or clients used to be a high-friction process that could stall momentum.
  • Eliminate Manual Work:
    Previously, users had to download recordings and upload them to third-party services to share them externally. Now, you can enable external sharing with one click directly from the platform.
  • Maintain Data Security:
    While the video is shared, your AI summaries, transcripts, and sales coaching remain private and internal. You get the value of transparency without compromising sensitive meeting intelligence.
  • Accelerate Decision-Making:
    Getting recordings in front of decision-makers faster keeps the deal moving and ensures everyone is on the same page.
What’s Included
  • No-Login Viewing:
    Recipients can watch recordings in their browser without needing a platform account.
  • Persistent Links:
    Generated links are stable; if you disable and later re-enable sharing, the same URL becomes active again, so there is no need to send a new link.
  • Granular Access Control:
    External sharing is independent of internal visibility settings, allowing you to manage who sees what inside and outside your organization separately.
  • Instant Revocation:
    Turn off public access at any time to make the link stop working immediately.
How to Access
Meeting recording is available to Business Accounts with CRM AI.
  1. Navigate to
    Business App > CRM > My Meetings > Recordings.
  2. Click on a recorded meeting to open the
    Meeting Details
    page.
  3. Select
    Share > External share
    and toggle on "Create an external link."
  4. Copy the generated link and send it to your recipient.
  5. (Optional) To disable sharing, return to the same option and turn off Public access. The link stops working immediately. If you re-enable sharing later, the same link becomes active again — no need to send a new URL.
Note: Only the meeting host, creator, or an authorized user with write access can enable external sharing.
FAQ
Does the external link expire?
No. The link remains active as long as public access is enabled. If you disable access, the link stops working, but re-enabling it restores the same URL.
Can external viewers see the transcript or AI summary?
No. The public link only provides access to the video recording. All other meeting data, such as transcripts and sales coaching, remains internal.
Can I password-protect the link?
Not currently. Anyone with the link can view the recording while public access is enabled. We recommend disabling sharing once external access is no longer needed.
Who can enable external sharing?
Only the meeting host, creator, or an authorized user with write access to the meeting can enable or disable external sharing.
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