A new feature where data tokens will be automatically suggested, as you fill out certain text fields.
Using data tokens in workflow actions creates highly personalized automated experiences. Whether that's providing the right details to your team in the right moment so they can work effectively, or in your communications with leads to curate a personalized experience, using data tokens levels up the outcomes of automation.
However, with so much property and runtime data available to use, it can be overwhelming to find what you need. We're now bringing suggested data tokens to you, in the moment when you need them, so you can add customization to text fields with the ease of a click.
When using select text fields, you will now see a pop up with suggested tokens, when you type in something that matches. When the pop up appears, just click what you want to use. If you don't need a token in that moment or the suggestion isn't helpful, just keep typing and the suggestion pop up will go away until another potential token match is detected.
Token is suggested while you type:
A selected token replaces the matched, static text:
Professional Customer Platform, Enterprise Customer Platform, Marketing Pro, Marketing Enterprise, Marketing+ Pro, Marketing+ Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise, Smart CRM Professional, Smart CRM Enterprise