When you’re building a workflow in your CRM, the last thing you need is a sidebar full of shortcuts that don’t belong there. This update helps keep your workspace cleaner by showing only the pinned and recent actions and triggers that actually fit the workflow you have open.

📌 Why This Matters

If you use different workflow types for contacts, companies, or custom records, it’s easy to click a pinned or recent shortcut that doesn’t apply to the task in front of you. That can slow you down, create confusion, and lead to setup mistakes. With this change, your CRM keeps those sidebar shortcuts relevant to the workflow you’re working on, so it’s easier to build automations with confidence.

✨ What’s New

• Relevant shortcuts only: The Pinned and Recent sections now show only the actions and triggers that work with the current workflow type.
• Fewer setup mistakes: Shortcuts that would not work in the workflow you have open are hidden, so you’re less likely to click something unusable.
• Your saved pins still remain: Pinned items are not deleted. They simply stay out of view in workflows where they do not apply.
• Main list stays the same: The full list of actions and triggers below the shortcut sections was already accurate and has not changed.

🛠️ How to Use It

1. Step 1: Open the workflow you want to edit inside your CRM.
2. Step 2: Check the Pinned and Recent sections in the Actions & Triggers sidebar.
3. Step 3: Notice that only shortcuts matching that workflow type appear there.
4. Step 4: If you do not see a pinned item, it is still saved, but it will only appear in workflows where it can be used.
5. Step 5: Continue building as usual using the full action and trigger list if needed.

💡 Pro Tip

Keeping your workflow shortcuts relevant can help you build follow-up and sales processes faster, which means less time fixing errors and more time turning leads into paying customers.