| April 2026 |
Update |
Outlook events now display in the invitee’s time zone instead of defaulting to UTC. This ensures meeting times are shown accurately based on the invitee’s local time, improving scheduling clarity. |
| March 2026 |
Update |
When Do Not Assign is triggered, leads are automatically converted into Contact, Account, or Opportunity if Auto Convert Leads into Contact and/or Accounts is enabled, based on the configuration defined in the Administration section. |
| March 2026 |
New Feature |
Availability-based routing is now supported using user data in HubSpot. The system evaluates both the user’s availability status and working hours to determine if a sales rep is currently available. If the current sales rep is available, it gets assigned to that sales rep; and if a sales rep in the sales team is unavailable or outside their working hours, the lead is automatically reassigned to the next available sales rep. |
| March 2026 |
Update |
An Opportunity Owner Attribute filter has been added to the data dictionary for Opportunity routing across all CRMs. This aligns with the existing Lead Owner Attribute in lead routing and enables consistent ownership mapping for opportunities during assignment. |
| March 2026 |
New Feature |
Two new OTS reports can now be downloaded in CSV format for a selected date range. The Sales Rep OTS Activity Report covers assignment and OTS activity details, excluding calendar unavailability. The Sales Rep OTS Unavailable Report includes only records where reps were skipped due to sales rep’s unavailability. |
| March 2026 |
Update |
A new object, Opportunity, has been introduced in HubSpot alongside Contact and Account. Within HubSpot, Opportunity is represented as Deals, enabling structured routing and assignment for this object. |
| March 2026 |
Update |
The list of queues is now available when selecting the default owner in Sales Team, and Lead Router, in addition to sales-reps. Previously, the list included only sales-reps; it now also includes queues. This enhancement allows users to choose a queue as the default owner, enabling more flexible and efficient lead assignment configurations. |
| March 2026 |
Update |
In OTS Reassignment, the label “Reassignment wait time” has been updated to “Wait for << number >> <<min/hour>> after previous assignment before triggering this reassignment step” for improved clarity on reassignment timing. |
| March 2026 |
New Feature |
A new checkbox, “Record the meeting,” has been added to Calendar Integration within events and event templates when the meeting location is set to Microsoft Teams. When enabled, meetings are recorded automatically. When not enabled, meetings are not recorded. |
| March 2026 |
New Feature |
A new checkbox, “Do not assign if sales rep is idle on Microsoft Teams,” has been added in the Calendar-Based Availability section of Queue Management. When enabled, leads are assigned only to sales reps who are Active in Microsoft Teams, while others are treated as idle and skipped. This applies to all assignment modules and is supported for both Round Robin and Weighted sales teams. If a user is not integrated with Microsoft Teams, they are treated as Available. |
| February 2026 |
Bug fix |
Resolved an issue where duplicate entries for the Start Block and Decision Block were displayed in the Visual Flow sidebar after routing a Lead or Contact through Concierge. The Visual Flow now correctly displays a single entry for each block. |
| February 2026 |
Update |
Contact Concierge enables prospects to select a date and time from a unified calendar that merges availability across Round Robin sales team members. Contacts are automatically assigned to the sales representative available at the selected time, and when multiple reps are available, the existing Round Robin routing logic is applied. |
| February 2026 |
Update |
Enhanced availability-based routing for both Weighted and Round Robin sales teams with newly added availability options, presented as radio button selections. Users can select a single availability rule at a time, including the default setting and reps available within the next configured time window. |
| February 2026 |
Update |
If a lead is marked as Bad Lead after assignment, the user will automatically return to their Initial Position in the routing sequence. Their position will remain unchanged until a new lead is successfully assigned to them. |
| February 2026 |
Bug fix |
Start Block details are now displayed dynamically based on the routing conditions like Vyakar Queue, Selected Feeder, and Trigger Condition in the Visual Flow report. |
| January 2026 |
Update |
For both Round Robin (RRT) and Weighted Sales Teams under Queue Management, the Bad Lead URL expiry time has been extended from 5 minutes to up to 60 minutes. This update applies to both Leads and Contacts. |
| January 2026 |
New feature |
Lead Concierge allowing prospects to select a date and time from a unified calendar that merges availability across Round Robin sales team members. Leads are automatically assigned to the sales representative available at the selected time, and when multiple reps are available, the existing Round Robin routing logic is applied. |
| January 2026 |
Update |
A red info icon appears when a Webhook condition fails. In Continuous processing mode the flow continues, in Stop processing mode the flow stops. |
| January 2026 |
New feature |
Automatic email alerts for leads stuck in the Vyakar Queue due to routing or processing errors. Supports up to 5 recipients with hourly notifications and an error-type summary. |