July 2025 Release Notes
Special Note for Office 365 Users
A recent update to the Outlook sidebar requires an Office 365 Admin to approve the update in order for the sidebar to continue receiving updates. To get the latest sidebar updates, have an Office 365 admin visit the Integrated Apps page and approve the extension. We do not ask for different permissions than what we already use.
July 11, 2025
Overview
The New Buyer Signals has been enabled for all Gmail customers on Expert plans. More enablement will be occurring throughout the quarter.
Buyer Signals has received several updates to the settings UI including a new setting to manage Link Click visibility and default behavior.
The Buyer Signals dashboard page now supports 6 and 12 months of signal history.
Enhancements
Sidebar - Signature Capture
- Signature Capture was lacking key fields to support more complicated signature configurations resulting in key data being missed when proceeding to the Contact or Lead creation form.
Signature Capture UI has been updated to present more fields based on the information it finds in the signature resulting in more data being automatically inserted into the Contact or Lead fields.
Buyer Signals - Signals Dashboard Supports 12 months of history
- The first iteration of the new buyer signals dashboard supported up to 3 months of signal activity. To support longer sales cycles, we are supporting a longer time frame.
The dashboard date frame picker now supports 6 and 12 months of activity in addition to the current options already available.
User Dashboard - New and Updated Buyer Signal Settings
- The following setting has been created to support enabling Link Tracking by default when composing an email:
- New setting added called “Track Link Clicks by default”
- The following settings have been renamed to make their purpose more clear:
- “Set Email Tracking default state” renamed to “Track Email Opens by default”
- “Reply Tracking” renamed to “Track Replies”
- “Set Reply Tracking default state” renamed to “Track Replies by default”
- “Reply Tracking Email Notification Default State” renamed to “Email my Reply Tracking notifications by default”
Admin Dashboard - New and Updated Buyer Signal Settings
- The admin settings for Buyer Signals received many updates to better organize the settings and improve the overall user experience with settings management.
- The following setting has been created to support enabling Link Tracking and enable it by default when composing an email:
- Link Clicks
- Allow users to customize their Link Click tracking default
- Track Link Clicks by default
- The following settings have been renamed to make their purpose more clear:
- “Set Email Tracking default state” renamed to “Track Email Opens by default”
- “Reply Tracking” renamed to “Track Replies”
- “Set Reply Tracking default state” renamed to “Track Replies by default”
- “Allow users to customize their Reply tracking default” formerly the “Users can modify” checkbox under “Set Reply Tracking default state” toggle
- “Reply Tracking Email Notification Default State” renamed to “Email users their Reply Tracking notifications by default”
- “Allow users to customize their Reply tracking notifications” formerly the “Users can modify” under “Reply Tracking Email Notification Default State” toggle
- "Allow users to customize their Email Open tracking default" formerly the Users can Modify checkbox under the “Set Email Tracking default state” toggle
- “Allow users to customize their Salesforce Task saving” formerly the “Users can modify” under “Save Reply Tracking and Reminders as Salesforce Tasks” toggle
Sidebar - New and Updated Buyer Signal Settings
- To support the updating of Buyer Signal settings and the addition of a new setting, the sidebar settings page has received updates to the names of these settings.
The following setting has been created to support enabling Link Tracking by default when composing an email:- New setting added called “Track Link Clicks by default”
- The following settings have been renamed to make their purpose more clear:
- “Set Email Tracking default state” renamed to “Track Email Opens by default”
- “Reply Tracking” renamed to “Track Replies”
- “Set Reply Tracking default state” renamed to “Track Replies by default”
- “Reply Tracking Email Notification Default State” renamed to “Email my Reply Tracking notifications by default”
July 3, 2025
Overview
Reply Tracking for New Buyer Signals got an update to show the “Save as Salesforce Task” checkbox is always visible. The “Save Reply Tracking and Reminders as Salesforce Tasks” setting behavior has been updated to improve UX.
Admin Managed Calendar Sync has been improved to handle large numbers of person accounts.
Email Blast sync has been fixed for Outlook users on Graph API connections.
Enhancements
New Buyer Signals - Reply Tracking
- Originally when the setting “Save Reply Tracking and Reminders as Salesforce Tasks” was turned off, the checkbox under the Reply Tracking feature would be hidden in the sidebar. When turned on, the checkbox would be visible and automatically checked, creating a clunky user experience.
The behavior of this checkbox has been updated so that it always shows when Reply Tracking is selected during compose. The “Save Reply Tracking and Reminders as Salesforce Tasks” setting now controls if the box is checked by default or not when composing an email.
Admin Managed Calendar Sync - Person Accounts
- When a calendar event has more than 100 attendees that are person accounts, the sync can fail due to a time out in the sync process.
Updates were made to the sync logic to ensure that calendar sync can handle large numbers of person account objects on events.
Fixes
Email Blast Sync - Outlook Only
- For Outlook orgs that have updated to the latest sidebar with Graph API, Email Blast sync stopped working.
Updates were made to the sync backend logic to ensure we’re correctly syncing emails sent with Email Blast when the Email Blast Sync setting is enabled.
