Changelog

✦ Import from Pipedrive in minutes

Jumpstart your Zero workspace with your existing data.

Whats new:

You can now import your Pipedrive data directly into Zero with structure and context preserved.

The import includes:

• Organizations
• People
• Leads
• Deals

It also:

• Keeps your existing pipeline structure intact
• Imports all custom fields you have created in Pipedrive
• Automatically creates a list of all imported objects for easy review

Everything lands organized and ready to work with.

Why this matters

Switching tools should not mean rebuilding your CRM from scratch. With the Pipedrive import, your core data, structure, and customization come with you.

Your pipelines remain familiar. Your custom fields stay usable. Your records are grouped into a clean list so you can quickly review and take action.

It is the easiest way to get your Zero workspace up and running without losing the work you have already done.

✦ Workspace-wide saved record layouts

You can now create workspace-wide saved record layouts and switch between them at the record level.

Examples include:

• Sales opportunity
• Customer success
• Partner view
• Investor view

Each layout can surface different fields, sections, and information depending on the workflow.

Once created, you can quickly switch between these views directly on a record.

Why this matters

No single record layout works for every team or situation. Sales, success, partnerships, and investors all need different information at different moments.

With saved record layouts, Zero adapts to the way you work instead of forcing a single rigid structure. You get faster access to the right context, cleaner records, and a CRM that stays flexible as your workflows evolve.

Flexibility is what keeps a CRM useful as your business grows.

✦ Improved custom activity composer

You can now log calls and meetings directly from any record page using the custom activity composer.

This makes it easy to quickly capture:

• Call summaries and outcomes
• Meeting notes and next steps
• Key details while they are still fresh

Why this matters

CRM momentum is built on continuity. Every call and meeting adds context that shapes the next interaction. When that information is missing, outdated, or scattered, the record loses its value.

By gathering all interaction details in one place, each record becomes a reliable source of truth. You can instantly see what happened last, what was discussed, and what should happen next.

✦ The ⌘K command menu, rebuilt

What’s new

We’ve completely overhauled the ⌘K command menu to make it feel instant and more capable.

Updates include:

• A faster and sleeker interface with snappier performance
• A dedicated button in the sidebar to open ⌘K at any time
• More than navigation. ⌘K now gives you a quick overview of records, not just a way to jump between sections

When searching for a deal, company, or contact, you can now instantly see:

• Linked deal values
• Current stage
• Related interactions

Why this matters

⌘K is meant to help you move quickly, not interrupt your flow. With these improvements, it becomes a lightweight control center instead of a simple search box.

You can scan important details, understand context, and decide where to go next in seconds. That means fewer clicks, less tab hopping, and faster decisions throughout your day.

The result is a command menu that actually feels like a power tool, built for speed and clarity.

✦ Context management for smarter AI in Zero

Give your agents the context they need to work the way you do.

What’s new

You can now add reusable context anywhere you write a prompt in Zero. This helps AI agents respond more reliably, consistently, and in line with how your business actually works.

You can provide context such as:

• What your company does, who you sell to, and where you are going
• How you normally write emails, including tone, structure, and examples
• Who your ideal customers are, with descriptions or real examples

This context can be applied across prompts, so you do not have to repeat yourself every time you ask the AI to help.

Why this matters

AI is only as good as the context it has. Without it, responses can feel generic or slightly off. With the right context in place, Zero’s agents understand your business, your customers, and your voice.

The result is AI output that sounds more like you, fits your workflow, and requires less editing. Emails feel on-brand, suggestions make more sense, and agents behave more like informed teammates than generic assistants.

You spend less time correcting prompts and more time moving work forward.

✦ HubSpot imports to Zero just got a major upgrade

Bring your entire workflow with you, cleanly and accurately.

Newly supported imports:

• Tasks
• Meeting notes
• Call logs

Improved imports for:

• Notes
• Pipelines with pipeline order fully preserved
• Ownership with record owners correctly kept during import

Additional improvements:

• AI chooses colors and icons for imported pipelines so your workspace starts clean and organized
• When new teammates join a Zero workspace, ownership information is automatically restored, keeping everything consistent

Why this matters

Your HubSpot data now comes into Zero with a level of completeness and accuracy that feels seamless. Pipelines import in the right order, ownership stays intact, and all the pieces of your workflow arrive connected to the right context.

The result is a workspace that immediately feels familiar and ready to use.

Switching from HubSpot to Zero now feels smooth and reliable. You can get up and running quickly, with confidence that your data has been moved over the right way.

✦ Zero now integrates to Instantly

Your sequencing just leveled up.

We have connected Zero with Instantly to create a seamless flow between flexible contact management and high performing outreach automation.

With this integration, you can now:

• Automatically send prospects from Zero directly into Instantly campaigns.
No more exporting. Find a lead and instantly (pun intended) move them into your sequence flow.

• Automatically enroll new leads or signups into an Instantly audience list.
The moment someone shows intent, they are routed straight into your outbound engine.

Why this matters

Instantly is a powerful sequencing platform. Zero CRM is your adaptable source of truth. When the two work together, every new prospect can move from discovery to enrichment to personalized outreach without manual effort. Your pipeline becomes faster, cleaner, and continuously active.

✦ Zero now integrates to Linear

Zero now connects directly to Linear, giving teams complete visibility into their issue tracking from within the CRM. This integration links customer data and project work, ensuring that every issue, feature request, or bug is tied to the relevant account or contact.

With this update, users can:

• View linked Linear issues directly from customer records.

• Create new issues in Linear without leaving Zero.

• Track the status of issues in real time alongside deal and account progress.

By bringing Linear’s issue tracking into Zero, teams can connect customer feedback to actual delivery work, reduce context switching, and make informed decisions with all relevant information in one place.

✦ AI Columns now powered by GPT-5

We have upgraded Zero’s AI Columns to the brand new GPT-5 model. This brings faster and more accurate results, deeper reasoning, and smarter web data extraction for your custom CRM insights. GPT-5 offers richer context understanding, improved handling of nuanced prompts, and higher accuracy when scraping and interpreting live web information. Your AI Columns can now answer more complex questions with greater reliability.

✦ CRM hygiene: Merge duplicates

CRM systems are often riddled by duplicate records being created over time. Zero has already many functionalities to prevent duplicates being created in the first place but in case some slip through from a manual import or an automation, you can now auto-merge them conveniently in the workspace settings.

Why it matters:

Duplicate records in your CRM damage data quality, making reports unreliable and forecasts less accurate. They might lead to wasted time, repeated outreach, and a fragmented customer experience. When communication is spread across multiple entries, your team loses context and risks appearing disorganized. Automations can also misfire, creating confusion for both your team and your contacts. Clean, unified data is essential for maintaining clarity.

✦ New: Stripe integration

You can now segment the customers in your CRM based on the invoicing data.

Some use cases:

• Segment contacts by total invoiced amount to identify high-value customers

• Automatically flag overdue invoices

• Track monthly revenue trends directly alongside customer interactions

• Filter customers with unpaid invoices

• Link payments to CRM activities to get a full picture of relationship health and value

• Build custom dashboards combining Stripe revenue data with sales activity and pipeline stages

✦ New: Email Automation Action

You can now automate sending emails directly from Zero.

Some use cases:

• Inbound lead response: Auto-email new leads instantly

• Prospect follow-ups: Target contacts with no activity in X days, send follow-ups or generate Gmail drafts for review

• Customer lifecycle emails: Welcome new customers when deals hit Closed-Won

• Feedback requests: Auto-email lost deals asking for feedback

• Re-engagement: Follow up with lost deals after X months of no contact

• Trial check-ins: Send mid-trial emails X days after trial start

  
  

Limitation: You can only select your own mailbox for the email send action. 

✲ Your daily digest in Zero

What it does:

• Smart meeting prep from past emails, calls transcripts, notes, and LinkedIn messages

• Auto-drafted follow-ups after meetings

• A task feed that surfaces what matters - soon with AI-suggested tasks from product signals, job changes, funding rounds, and more (but it won’t mindlessly overwhelm you with auto-generated nonsense-tasks)

  
  

Why it matters:

Manual meeting prep and writing follow-ups slow you down. Zero’s Home clears that clutter so you can have better conversations.

Custom prompts for AI-generated notes:

You can now define custom prompts to guide AI-generated meeting preps or notes. This lets teams include domain- or company-specific knowledge, ensuring outputs follow your workflows, terminology, and key focus areas.

✦ Add AI columns inline and prompt sandbox

New in Zero: You can now create AI columns directly inline within your table, without needing to jump into the settings page. It’s smoother, faster, and keeps you in flow.

We’ve also added a tiny prompt sandbox so you can test your prompts before creating the column.

For example: “Find out if {Company} has SOC 2 certification”

Just toggle through your list of companies to see if the results work as expected.

Improvements:

You can now rerun the AI column directly in the cell, making the experience snappier and more intuitive than ever.

Give it a spin and let us know what you think.

New in Zero: Automations - a powerful workflow builder that lets you automate your GTM processes. Create custom workflows by defining triggers and chaining actions together to eliminate repetitive tasks and focus on what matters.

The workflow builder allows you to create automation sequences without writing a single line of code. Define when the automation should run, what actions should happen, and in what order.

Here are some of the ways to make Automations work for you:

1. Sales Qualification Fast-Track

➤ Trigger:

Inbound lead form submitted

Actions:

1. AI agent step: Score lead against ICP using company data, website analysis, and funding history

2. AI agent step: Research company's tech stack and prepare relevant use cases

3. Add to appropriate list based on AI qualification score

4. If ICP Score > 70:

   • Assign to founder

   • Send email with personalized product materials based on AI research and fast-track calendar link for founder meeting

5. If ICP Score < 70:

   • Round robin assign to sales team

   • Send email with personalized product materials based on AI research and calendar link for sales team meeting

6. AI agent step: Add a task to follow up in 4 days if no email response or meeting booked

2. Deal Reactivation

➤ Trigger:

Based on schedule (daily at 9am)

Actions:

1. Find records (deals in "Demo" stage with no activity in past 7 days)

2. AI agent step: Analyze previous communications to identify engagement patterns and objections

3. AI agent step: Generate personalized follow-up message with specific next steps based on conversation history

4. Add a task for deal owner with AI-suggested message and talking points

5. Post to Slack notification with deal details and urgency level

3. Churn Risk Alert

➤ Trigger:

A webhook call is received (from PostHog when a product usage metric drops below a certain level)

Actions:

1. Find records (match customer from PostHog event data)

2. Edit record (update risk score and usage data)

3. Add to list "Churn Risk Accounts"

4. Add a task for account owner with context

5. Post to Slack #customer-health channel with risk level and summary

✦ Folders, folders, folders

New in Zero: Tiny tweaks to the sidebar navigation now let you organize your lists into folders—keeping your sidebar clean and clutter-free.

✦ New custom property types

New in Zero: link your CRM records to any company or contact as custom properties.

This flexibility helps you enhance your CRM data, uncover strategic opportunities, and build stronger business relationships.

Example use cases:

• Map mutual investors and find warm intro paths

• Connect partners to your CRM records

• Track referrals

Zero’s AI Agent just got 10x smarter

We’ve taken another step toward zero-click productivity. We’ve supercharged Zero’s AI capabilities to help you work smarter, not harder. Now, you can add AI columns and custom prompts to extract insights from emails, LinkedIn conversations, meeting transcripts, notes and attached documents such as contracts, proposals and project plans.

✦ Intelligent document insights

Attach contracts, proposals, and other materials to records, and let Zero pull key details for you.

✦ Smarter list views

Add AI-driven columns to surface contract terms, key signatories, or action items—without digging through files.

✦ Effortless file previews

Quickly review uploaded documents without downloading and opening files separately.

Extract hidden insights from Emails & Meetings

Apply Zero’s AI agent to analyze customer communications and surface key insights by lifting just one finger.

Example use cases:

Competitive insights:

What other tools is the prospect currently evaluating, or what is their current tool stack?

Understanding Priorities:

What goals, challenges, or buying signals have they mentioned?

Proactive objection handling:

What concerns or hesitations have they raised in the past?

✦ Group & visualize records by any field

See all your deals grouped by stage, customers by plan, or leads by status - whatever makes sense for your workflow.

✦ Calculations for numeric fields

Get quick insights with automatic sums, averages, min/max values, and unique value counts for any numeric fields.

✦ Drag & drop between groups

Update records with a simple drag & drop. No more clicking through multiple fields.