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.

Two updates work together to make your CRM more trustworthy.

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.

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.

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.

Both features are available now in Business App.

happen automatically—no configuration required. Submit a form, and the corresponding CRM fields update immediately.