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Automate Your Hustle CRM Updates - SEPTEMBER 1, 2023

September 01, 20232 min read

The festive "Ber" months are here, and we're ringing them in with fresh, can't-miss updates to Automate Your Hustle CRM! Check out what's new for the week of August 26th to September 1st, 2023. Trust us, you'll want to see this! 🎉

Curious about these upgrades or have other questions about Automate Your Hustle CRM? Our top-notch support team is eager to assist you. Drop us an email at and let us elevate your hustle game! ✨

Additional custom fields live for Proposals and Estimates

  • Custom fields can now be added in the Proposals and Estimates builder, located within the Contact section.

  • This feature would enable businesses to automatically fill in extra information stored in custom fields for contacts when sending out proposals or estimates.

  • The value that has been populated will be displayed both on the preview link and in the downloaded file.

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✍️ Content AI - Images in Blogs

New feature, Image AI, added to existing Content AI tools. This big update lets you create and share high-quality pictures easily. Perfect for getting people's attention.

❗️How to Invoke the Magic of Image AI

  1. Head over to: Site > Blogs

  2. Create New blog post and add element of image

  3. Click: The Image icon and select “Create Image with AI.”

  1. Input: Your desired prompt, select your style, and the number of variations.

  2. Witness: The AI as it weaves a visual spectacle



  1. Issue with some Categories/Authors is fixed, where instead of Names/Labels, it shows a random string.

  2. In blog preview, few custom code elements were not rendering.

Enhanced Exporting for Opportunities

Exciting updates have been made to the Export for Opportunities to make the user experience smoother.

  • Export of Custom Fields:

    The file you download will have all the special details related to opportunities. Any new special details you make will also be in the downloaded file.

  • Filter Based Export

    Get more control by choosing certain details when you save your data. This makes sure you only save what you can see on the board.

  • No Limit on Opportunities Exported

    No more limits on sending out board opportunities. You can now send them all.

Remember: Don't refresh the page or leave while downloading.

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Payments and Invoicing - Pagination available | Payment trigger now fires off for PayPal transactions | Search fixes

  • Pagination has now been added to the Payments module

  • This provides businesses the ability to view more than 10 records per page for all list views available in the Payments menu like Invoices, Orders, Subscriptions, and Transactions

  • PayPal transactions are now tracked in the Payment Received trigger. This allows businesses to fire off triggers for payments made via PayPal, filter by success/failure, or for the product that was purchased

  • The issue with the search option not working accurately on the list pages under Payments has now been fixed. Businesses will be able to search for a subscription/transaction using the Customer's name accurately now

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