Managing automations in your CRM should feel simple, not confusing. This update makes it easier to set up integration-based workflow steps by showing what information is needed upfront, helping you connect the right account, and letting you stay focused on your workflow while you get everything ready.

📌 Why This Matters

If you use workflows to handle follow-ups, notifications, forms, or team communication, missing app connections can slow things down and cause mistakes. With this improved setup experience, you can see required fields before connecting, understand what the step needs, and fix connection issues earlier instead of discovering problems after saving. That means less guesswork and a faster path to getting your automations running properly.

✨ What’s New

• Field previews before connection: Integration-based actions and triggers now show a preview of required fields even before an account is connected, so you can understand the setup before moving forward.
• Connection guidance inside the workflow: If an app is not connected, you will see a clear prompt to connect it while staying in the context of the workflow you are building.
• Support for multiple accounts: If you have more than one connected account for the same app, you can choose the one you want directly inside the workflow step.
• Clear locked state for missing or invalid accounts: If an account is disconnected or no longer valid, the workflow step returns to a locked state so you know action is needed.
• Smarter field loading: Some fields will load step by step after connection when options depend on earlier selections or account-specific data.

🛠️ How to Use It

1. Step 1: Open a workflow action or trigger that uses an external app connection.
2. Step 2: If no account is connected, click the option to connect your account and complete the setup.
3. Step 3: Return to the workflow step and choose the correct connected account if more than one is available.
4. Step 4: Fill in the required fields and review any options that appear based on your selections.
5. Step 5: Save the step and double-check that the connection remains active, especially if account access changes later.

💡 Pro Tip

Before turning on any workflow that touches leads or customers, open each connected step and confirm the right account is selected so messages, alerts, and follow-ups go out correctly and help you avoid missed sales.