Sales Qualifier Release Notes
09-08-2026
This release includes:
- Set your own email drafting style once in Profile settings, and every generated email follows it. Learn more.
- Generate goal-based or custom meeting prep from a prospect’s page, in a new Meeting research tab. Learn more.
- Admins can assign an Outbound Workflow to a teammate and reset workflow settings to their defaults. Learn more.
- Map custom fields when importing prospects from a CSV, and use those values in generated emails. Learn more.
- Generated emails use any additional prospect data you import and can be written natively in the prospect’s language. Learn more.
- Outbound Performance shows open rate and click rate by default, with a toggle for raw counts, and total prospects at the organization level. Learn more.
- CRM Sync Rules automatically update CRM status as a prospect moves through an Outbound Workflow. Learn more.
- Ask AI Chat questions across your Sales Qualifier, CRM, Marketo, and Adobe Journey Optimizer B2B Edition data. Learn more.
08-17-2026
Sales Qualifier is now available as a stand-alone application. It supports Marketo and Adobe Journey Optimizer B2B.
This release includes:
- Prospect and account prioritization with AI-generated activity summaries and signal-based scoring. Learn more about prospects or accounts.
- Goal-driven Outbound Workflows with AI-proposed cadences and drafted emails. Learn more.
- A unified task queue for phone calls, LinkedIn InMails, and email reviews. Learn more.
- Automatic meeting booking through calendar integration. Learn more.
- A Knowledge Center for grounding AI outreach in your own playbook materials. Learn more.
- AI Chat for natural-language questions based on your CRM, engagement, and Knowledge Center data. Learn more.
- Email and meeting-booking performance reports. Learn more.
- Browser and email plugins for access within your CRM or Outlook. Learn more.
- Support for Salesforce and Microsoft Dynamics 365 integrations. Learn more.
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