February releases from Clarify 💙

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, and—as promised—delightful. Here's what's new:

🧠 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-up—delivering insights before, during, and after every call.

Effortlessly prepared for every call:

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

✅ It’ll use that info to generate prep notes for your meetings

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

We'll handle summaries and next steps:

Key benefits:

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

🔄 HubSpot Import: Bring your data with you

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

Key benefits:

✅ Import companies, contacts, and deals from HubSpot

✅ Get real-time updates when things change in HubSpot

⚙️ Workflows: Powerful automation

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

Key benefits:

✅ Trigger workflows based on record changes, list operations, and relationships

✅ Chain multiple actions together for complex business processes

✅ Connect to external systems with outbound webhooks

🔔 Notifications: Now in Slack

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:

✅ Get Slack notifications for comments, mentions, and record updates

✅ See previews when sharing records in Slack

✅ Subscribe to records with a simple 👀 reaction

✅ Choose which notifications you do or don’t want to see

🔄 Merge: Say goodbye to duplicates

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

Key benefits:

✅ Merge duplicate people, companies, or deals

✅ Preserve important data from both records

🔮 What's Coming in March

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

📋 Dynamic lists – Automatic list updates and simplified list management.

🌐 Deep research – AI-assisted research for better account planning and discovery.

🔍 Better search – Improved ranking and relevancy of in-app search results.

🔒 SOC2 – Enhanced security compliance.

Every feature we ship continues our mission of building a modern, flexible, and (actually) enjoyable CRM—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.