Changelog | NetHunt CRM

NetHunt CRM - CC recipients in workflows, enhanced Related summary fields, bulk value upload, and more updates

Enhanced Related summary field capabilities

Set up more advanced calculations and analyse your data more deeply with the updated Related summary fields.

You can now:

create Related summary fields based on other Related summary fields;
calculate data across multiple levels of linked records;
sum the results of numeric formula fields;
calculate the average value of formula results;
combine calculated metrics in a single Related summary field.

Add CC recipients to workflow emails

Emails sent through workflows can now include CC recipients.

Restrictions on creating follow-up email campaigns

Only the author of the original email campaign can now create a follow-up campaign.

This ensures that the system has access to the original email and can send the follow-up campaign correctly.

NetHunt CRM - Chat updates for the NetHunt CRM mobile apps

The updated NetHunt CRM apps for iOS and Android now support the latest chat features. You can manage conversations from WhatsApp, Telegram, and other messaging apps on your smartphone almost as easily as in the web version.

Chat assignees

In the mobile app, you can:

assign or change the person responsible for a chat;
leave a conversation;
mute notifications for individual chats.

You can also enable the Show only chats assigned to me setting to see only the conversations you are responsible for.

Chat notifications

The mobile app will notify you about:

new messages in chats assigned to you;
important chat updates, including when a chat is assigned or closed.

You can manage mobile notifications in the Notification settings section of the NetHunt CRM web app.

NetHunt CRM - Search records by Record ID

You can now quickly find a record using its unique Record ID and link it to another record in NetHunt CRM.

NetHunt CRM - Timeline update: more details on the customer record

We’ve improved the Timeline to make it even easier to track everything happening on a customer record. Now you can quickly see not only what changed, but also the source of each action.

Timeline items now include more details about how an action was performed, helping you quickly distinguish between:

actions completed manually by users, automatically through Workflows, or via external API calls;
AI-powered actions — MCP actions performed through Claude and ChatGPT now have dedicated icons;
system actions, such as record merges, record copies, record moves, Google Contacts synchronization, imports, enrichments, and mass update rollbacks.

We’ve also updated the Field updates icon. It’s now easier to recognize and won’t be confused with the icon for cancelled actions.

Guide

The summary of our product releases
for previous years

Released in 2025 (Q1 - Q3)

Notifications

Notifications center — a single place to manage all alerts
In-app and browser notifications
Key activity alerts, including:
- When you're assigned to a record;
- Upcoming task due dates;
- Mentions in records

Integration with WhatsApp Business

Creating deals and contacts from WhatsApp Business messages
Messaging from within the CRM
Reflecting chats in the client’s customer record (timeline)

Chat Search

Search conversations in messengers by contact name, username, phone number (if saved in the system), or group chat name.

Improved Instagram Integration

The content of Instagram posts and Reels is now visible in CRM chats. View content without switching between apps and communicate with customers in one place.

Automations

Leaving and pinning comments in the client’s card within the Timeline from automations.
Option to skip “Wait for date” steps in automation. If the date in the field has already passed, the step execution is not canceled but continues. Previously, the process would simply stop, but now it can be configured as needed.
Date format for the “Webhook event” trigger. You can now choose the desired date format yourself, for example, mm/dd/yyyy or dd/mm/yyyy.

API

In “Make API call,” the PATCH, PUT, and DELETE commands have been added — now you can create more complex and flexible scenarios via the API.

Data Import

From now on, when importing data via CSV, new unique values are added to existing records instead of overwriting them. You can now add new tags to existing records directly during the CSV import process.

Facebook

We’re adding Facebook Messenger to the Chats section
Respond to Facebook messages directly from the Chats section
View Facebook messages on a record’s Timeline
Reply from the Timeline

Integration with Aircall

Creating contacts and deals from calls
Saving calls in the client’s record on the Timeline
Ability to listen to call recordings

Automations

Timestamps for tracking time intervals (how long a deal stays in a specific stage, how quickly managers respond to inquiries)

Tasks

Bulk selection and update of Tasks

UI/UX improvements

Added field type icons to columns and client cards
The “Created” and “Updated” fields now display not only the date but also the exact time, making it easy to distinguish newly created records from those that were only updated

Workflows

New Workflow trigger, New chat conversation, which allows starting a workflow when a new message arrives into a connected chat.
New Wait step added, Wait for a chat interaction, which allows to continue a workflow after a manager replies or closes the conversation
New Wait step added, Wait for email bounce/privacy, which allows to react when a particular or any email bounces in a workflow

Fields

Added new field type, Related summary, which allows to pull data from related records and backlinks to see their aggregated data
Timestamp data (via macros) for the Trigger and Wait events

VoIP

Added a new trigger: New VoIP call. Allows to start a workflow when a new call is received, made or missed
Integration with Phonet

Mobile apps

File uploads on mobile apps

Released in 2024

Data enrichment

Integration with Apollo for email search and automated enrichment of records
Integration with Hunter for finding emails and automated data enrichment

Integration with LinkedIn

Sending and receiving direct messages through NetHunt CRM
Automate the process of sending connection requests through workflows
Sending of messages directly through workflows
Supported the linking button on pages My network, “People you may know”, “You might like”, Recommendations

Workflows

Multi-channel sequences combining emails and LinkedIn messages
Improvement: Round-robin user assign order in workflows now doesn't reset when a user gets added/deleted to the users pool
Added the option to Copy steps in workflow
Added ability to link emails to the task in the workflow

Messengers

Expanded chat permissions, allowing users to manage access by both roles and individual users
Added the option to Open phone number in WhatsApp from customer record

Roles and permissions

Added the new field setting — “Limit field editing” that allows only some users edit the data inside them.
“Hidden groups” on customer record based on Special visibility permissions.

Tasks

Added a new type of Notification email — “Task Due date updated”. Send a notification to all users listed in a task once somebody changes a Due date.

Other

Introduced compliance with the new Gmail limitations

Released in 2023

Workflows

Closing all workflow branches no longer required to activate it
Option to re-arrange the spit and filter branches order
Option to change workflow owner
Split and filter branches redesign
Web-form drop-downs no longer default to the first option for respondents
“Response data” support in Make API call workflow action
Use macros in inserted inks in Workflow emails
Support zoom in/out in workflow templates
Filter for the webhooks, webforms and API response data
“Increase/decrease by” support for numbers and currency
Option to “inherit” related records from an existing records when creating a new one
Ignore automatic emails opens and clicks by bots
Prevent sending automatic emails to previously bounced addresses
Make API call: Support GET requests and Headers

Messengers

Group chats support for WhatsApp
WhatsApp stability improvements
Group chats support for Telegram
Phone number suggestions when creating a new Contacts from a Telegram chat
Telegram (personal accounts) integration
WhatsApp (personal accounts) integration
Instagram (business accounts) integration
Viber (bots) integration
Ability to archive chats

Record form improvements

Option to resize record form
Improve readability of the timeline items text

Usability improvements

Support filtering Tasks, Campaigns and Workflows by the deleted users
Make the current user as the first one in the User-type filters
Roll-back functionality (revert mass updates and import)
Option to Copy fields
“Required per stage” setup improvements (support for the “Only” option)
Simplified Ringostat connection process
Card views performance improvements
Mobile: Multiple bug fixes and stability improvements
General search performance improvements
Related records visual improvements
Display related records in the record history (instead of “References”)
New statistics fields: Last calendar event date
Right-to-left UI support
Open records in a new tab (via middle click and Control(Command) + LClick)
Card view navigation improvements
Various controls improvements (added search and filtering options)

Roles and permissions

Show fields based on roles and record assignee status (“Limited fields visibility”)
New permission: “Read-only” if not assigned/owns a record
Files uploaded to a record are now shared with your team by default

Email campaigns

Email campaigns delivery slow-downs fix
Custom SMTP stability improvements in Email Campaigns
Custom tracking domains support for higher email deliverability
Added the option to expand the record linking menu (x2)
Mass records linking improvement
Linked emails processing improvements (for records and tasks)

VoIP

UniTalk integration
Redirect incoming calls to the record’s assigned manager

Mobile

iOS: add a separate button to edit field date
iOS: add option to preview the contents of the emails in Timeline
Support for mentions in Timeline
Open links in comments
Multiple bug fixes and stability improvements

Other

New Statistics field type — “Sender of the last email”
Add the option to open a phone number in the Telegram app
Improve the Email campaigns statistics consistency

Released in 2022

Workflows redesign and improvements

Retry failed steps
Cancel active or waiting steps
Improved runs history and details
Add option to disable a Workflow while letting active runs to complete
Generated PDFs are shared by default
Add “Record ID” macros
Workflows reactions: wait for open, wait for click
Go to workflow run details from a record history
Continue workflow / Send emails only in the allowed timeframes (not only days)
Trigger by tag added/removed
Auto-link newly created record
Filter by related records
Filter operator: is any of
Forms multiple choice field

Webforms improvements

Country field type
Redirect to a custom page on submission

Email deliverability improvements

Set manual delay between emails (in Workflows) i.e. limit emailing speed
Custom SMTP SSL connection support

Integrations

Ringostat integration
Stream Telecom integration
Binotel integratiom

Messengers

Telegram bots integration
Open chat in Viber via the Phone field

Records auto-creation

Add option to create new suggested Contacts and Companies via Gmail Compose dialog
Add Auto-create suggestions for Facebook and Intercom
Improve name suggestions when creating new Contacts from Inbox

Search improvements

Enable Search by a partial phone number
Allow creating new records directly from Search results
Add “Show all results” option to Search
Add Search button to the Folders widget

Statistics fields

“Email open count” field
“Links click count” field
Populate newly added statistics fields with historical data

Records and views improvements

Enable photos for all folders
Enable “Allow multiple” for the URL field type
Enable manual columns reordering in card view
Make URL formula clickable in list and card views
Support consecutive “Required per stage” fields
Add “Record link” to the exported data
Sort Related records by Creation time
Use Ctrl+Enter to save record/task/comment
Enable Admins to delete other users timeline items (e.g. comments)
Increase max field size name in the record form

Mobile apps

Business cards scanner
Show Contact’s record on incoming call
iOS: Create/del records, tasks, Timeline, colors
Gmail add-on
Task improvements: Created data, due dates visualization
Generate PDF
Make API Call
Filter by macros in user field
Improved rich text support in comments
Added search to views
Required per stage for all fields
Record link macros
“Recent in related”
Required fields per stage
Field option “Lock for manual updates”
New Gmail UI support
Share record button

NetHunt’s Changelog

CC recipients in workflows, enhanced Related summary fields, bulk value upload, and more updates

Enhanced Related summary field capabilities

Add CC recipients to workflow emails

Restrictions on creating follow-up email campaigns

Chat updates for the NetHunt CRM mobile apps

Chat assignees

Chat notifications

Search records by Record ID

Timeline update: more details on the customer record

The summary of our product releases for previous years

Released in 2025 (Q1 - Q3)

Notifications

Integration with WhatsApp Business

Chat Search

Improved Instagram Integration

Automations

API

Data Import

Facebook

Integration with Aircall

Automations

Tasks

UI/UX improvements

Workflows

Fields

VoIP

Mobile apps

Released in 2024

Data enrichment

Integration with LinkedIn

Workflows

Messengers

Roles and permissions

Tasks

Other

Released in 2023

Workflows

Messengers

Record form improvements

Usability improvements

Roles and permissions

Email campaigns

VoIP

Mobile

Other

Released in 2022

Workflows redesign and improvements

Webforms improvements

Email deliverability improvements

Integrations

Messengers

Records auto-creation

Search improvements

Statistics fields

Records and views improvements

Mobile apps

The summary of our product releases
for previous years