Changelog

Product news and feature updates.

October 8, 2024
Feature
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Understand exactly what changes will happen before they go live. With Sync Preview, you’ll see a detailed preview of the updates Whalesync will make during the initial sync. This way, you’re always in control, knowing the exact impact of your sync setup.

Sync Preview is available whenever Whalesync initiates an initial sync, such as when:

• Setting up a sync for the first time

• Adding a new table mapping to an existing sync

• Adjusting filters within a sync

Get started with Sync Preview and set up your syncs confidently, knowing precisely what to expect.

September 9, 2024
Update
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Whalesync has received a major visual upgrade! From the beginning, our goal has been to deliver an integration platform that’s not only powerful but enjoyable to use. Today, we’re thrilled to introduce an overhauled interface that’s designed to make Whalesync more intuitive, streamlined, and ready for what’s next.

While Whalesync may look different, your favorite features are all here—many now easier to access. This redesign also sets the stage for exciting new functionality rolling out soon, including:

• Record Matching to sync data seamlessly between apps with existing records

• Filters to control exactly which records sync across apps

We’re excited for you to explore the new Whalesync experience!

August 27, 2024
Connector
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Whalesync now supports two-way sync with Microsoft Dynamics - Sales Hub! Seamlessly integrate your MS Dynamics CRM data with any other Whalesync connector, including Airtable, Notion, or Postgres, to keep your workflows aligned and data in sync.

Sales Hub by Microsoft Dynamics offers an accessible CRM solution for businesses of all sizes. With our new connector, you can sync data for key tables such as:

• Accounts

• Contacts

• Opportunities

Have suggestions for additional objects or fields? Let us know! For setup and usage details, visit our docs.

August 26, 2024
Connector
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We’re excited to announce support for Copper CRM! You can now set up two-way syncs between Copper and any other Whalesync connector, including Airtable, Notion, and Postgres, enabling seamless data flow across your favorite tools.

Copper is a user-friendly CRM designed for small businesses, and with this new connector, you can sync data for essential tables like:

• People

• Companies

• Opportunities

• Opportunity Pipelines

• Contact Types

Have a request for additional objects or fields? Let us know! For setup guidance and more details, visit our docs.

August 21, 2024
Connector
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Whalesync now supports two-way sync with Close CRM! Easily connect Close with Airtable, Notion, Postgres, and other Whalesync connectors, keeping your data seamlessly in sync across tools.

Close is a straightforward CRM solution built for small businesses, and with our new connector, you can now sync data for key tables, including:

• Opportunities

• Contacts

• Leads

• Pipelines

• Tasks

• Emails

• Notes

• Calls

Need additional objects or fields? Let us know! For setup and usage details, visit our docs.

August 1, 2024
Connector
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We’re pleased to announce that Whalesync now supports two-way sync with Zoho CRM! Connect Zoho CRM with Airtable, Notion, Postgres, and other Whalesync connectors, enabling unified data management across platforms.

With our Zoho CRM connector, you can sync data for key tables, including:

• Contacts

• Deals

• Tasks

• Leads

• Campaigns

• Meetings

• Notes

Looking for additional objects or fields? Let us know! For setup guidance and more details, visit our docs.

July 30, 2024
Connector
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We’re excited to introduce our new Pipedrive connector! With two-way sync, you can now seamlessly integrate Pipedrive with Airtable, Notion, Postgres, and other Whalesync connectors, making it easier than ever to keep your sales data aligned across platforms.

Pipedrive is a user-friendly CRM built for sales teams. Our connector allows you to effortlessly push data into Pipedrive and pull data out as needed. Supported tables include:

• Deals

• Persons

• Organizations

• Activities

• Pipelines

• Stages

Need additional objects or fields? Let us know! For more details on setup and usage, visit our docs.

June 20, 2024
Update
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We’ve upgraded Whalesync’s authorization system to bring you even stronger security and more flexibility. This update also unlocks a few highly requested authentication features:

• Two-Factor Authentication (2FA)

• Ability to change your email login

• Option to add additional email logins

To access these new features, simply click “View Profile” in your account settings.

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