Changelog

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.