OpenCRM Product Updates

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Aug 25

Action Plans on Emails

OpenCRM Online
• September 01, 2025

We've delivered a couple of enhancements to the Activities that you can generate if you are using Action Plans on the Emails module.

Any resulting Activities will be linked to any related Contacts and Companies, and will also be linked back to the Email that triggered the Action Plan in the first place.

Action Plans are a powerful automation tool. Read here for more information about this feature