February releases from Clarify ๐Ÿ’™

Patrick Thompson
Patrick ThompsonCo-Founder

Two months into 2025, and we're not slowing down! The team has shipped another round of powerful updates to make Clarify even more connected, automated, andโ€”as promisedโ€”delightful. Here's what's new:

๐Ÿง  Meeting Intelligence: Focus on your calls, Clarify handles the rest

Be fully present in your conversations while our AI takes care of meeting preparation, meeting notes, and follow-upโ€”delivering insights before, during, and after every call.

Effortlessly prepared for every call:

automatic prep for meetings

โœ… Our AI gathers context for your upcoming meetings based on past emails or calls

โœ… Itโ€™ll use that info to generate prep notes for your meetings

โœ… Each morning, Clarify will email you a briefing that helps you prep for the day

We'll handle summaries and next steps:

automatic summaries and next steps

Key benefits:

  • โœ… Our AI will write summaries, notes on key decisions/topics and next steps based on call transcripts
  • โœ… Your deal summaries will update based on that new information

๐Ÿ”„ HubSpot Import: Bring your data with you

hubspot to clarify

Seamlessly import your HubSpot data into Clarify with our new one-way integration that handles both historical backfills and real-time updates.

Key benefits:

โœ… Import companies, contacts, and deals from HubSpot

โœ… Get real-time updates when things change in HubSpot

โš™๏ธ Workflows: Powerful automation

workflow builder

Create powerful automations to reduce manual tasks and streamline your processes with our new trigger and actionbased workflow engine.

Key benefits:

โœ… Trigger workflows based on record changes, list operations, and relationships

โœ… Chain multiple actions together for complex business processes

โœ… Connect to external systems with outbound webhooks

๐Ÿ”” Notifications: Now in Slack

slack and clarify sync

Stay on top of important updates with our revamped notification system, now with deep Slack integration and granular notification controls in your settings.

Key benefits:

โœ… Get Slack notifications for comments, mentions, and record updates

โœ… See previews when sharing records in Slack

โœ… Subscribe to records with a simple ๐Ÿ‘€ reaction

โœ… Choose which notifications you do or donโ€™t want to see

๐Ÿ”„ Merge: Say goodbye to duplicates

duplicate record merge

Easily combine duplicate records with our new merge functionality that keeps your data clean and consistent.

Key benefits:

โœ… Merge duplicate people, companies, or deals

โœ… Preserve important data from both records

๐Ÿ”ฎ What's Coming in March

Here's a sneak peek at what's next:

๐Ÿ“‹ Dynamic lists โ€“ Automatic list updates and simplified list management.

๐ŸŒ Deep research โ€“ AI-assisted research for better account planning and discovery.

๐Ÿ” Better search โ€“ Improved ranking and relevancy of in-app search results.

๐Ÿ”’ SOC2 โ€“ Enhanced security compliance.

Every feature we ship continues our mission of building a modern, flexible, and (actually) enjoyable CRMโ€”one that helps teams sell the way they want, without the friction of admin or outdated data structures.

More soon. As always, let us know if you have any feedback or suggestions.

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Clarify - February releases from Clarify ๐Ÿ’™