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Contact Source Reporting
September 14, 2026
You can now group Contacts by Source in your dashboards and reports, making it easier to see where your contacts are coming from. With a quick selection in your Contacts widget, you can break down contact counts by source and identify which channels are generating the most contacts. This brings the same Source grouping available for Opportunities to Contacts, giving you a more consistent way to understand lead sources and make informed decisions about where to focus your efforts.
Customers completing a $0 order through Forms or Surveys can now skip card entry altogether. With the new Require card for $0 orders setting on the Sell Products element, payment fields are automatically hidden when the total is confirmed as $0 and there are no recurring charges. This also applies to orders made free through a 100% discount, while subscriptions and free trials will continue to require a card. Existing Forms and Surveys remain unchanged unless the setting is turned off.
WhatsApp conversations can now move seamlessly from messaging to voice, with WhatsApp Calling generally available on both web and mobile. Teams can make and receive calls directly within the conversation, manage calling hours and permissions, route calls to the right team members, and record outcomes through customizable call dispositions. Call results can also trigger automated follow-ups and appear in call reporting, giving teams a clearer view of what happens after each conversation. With calling built into the existing WhatsApp experience, businesses can resolve complex questions faster, respond to high-intent leads more effectively, and keep the full customer interaction in one place.
