Product Update: Custom placeholders, new integrations and better collaboration.

Niclas Aunin

 | 

November 7, 2023

October '23 Release 🍂

Guides
Background

We hope I hope your fourth quarter is off to a strong start! We kicked off the quarter at SaaStock Dublin and ARRtist Berlin. A big thank-you to everyone who joined us for coffee or visited our booth. Additionally, our product team has been crazy busy as well. Here are our newest features and improvements.

#1 Sync activities to Salesforce and HubSpot

Our integrations with Salesforce and HubSpot now sync activity data back to your CRM platform. This gives you better visibility into engagement and makes our data available for forecasting and deal reviews. Simply activate the CRM integration here and link your spaces to Opportunities / Deals during creation.

Important: If you've already connected to HubSpot, please re-connect the integration to ensure activity data is synced.

#2 Stay Up to Date with MS Teams Notifications

With our new MS Teams integration, you can get notifications for all Valuecase activities within MS Teams. This eliminates the need to visit Valuecase to check on the activity in your spaces. Find out how to activate MS Teams notifications here.

#3 Collaborative Block reworked

We've enhanced the Collaborative Block to clearly indicate to your customers that it's editable.


#4 Valuecase API: Custom placeholders

We already showed you our API and it completely transformed how some of you are using Valuecase.

In addition to automating the creation of personalized spaces, our latest update now allows you to add custom content through placeholders. For example, you could add a booking number from your CRM, a custom calendly link, or a form to a space without lifting a finger.

I've recorded a demo for you here. Please reach out if you want to learn more.

And that’s not all - here are some additional highlights

  • Zoom recording embed: In the Content Block, you can now easily embed Zoom recordings by pasting the recording link.
  • Google and Outlook Single Sign-On (SSO) is now available on the login page.
  • Welcome pop-up can now also be edited via the checklist.
  • Microsoft Word and PowerPoint files can now be uploaded across all blocks, and will be converted to PDF for a consistent reading experience.

As always, we'd love to hear your thoughts. And if you find the time, a review on G2 would help us a lot.

Once again, thank you for being part of our community. Expect another big update really soon!

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