Bug Fix
Fix global search by phone number
Global search now finds contacts when the phone number is typed with any formatting — parentheses, dashes, dots, spaces, or plus.
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Product Updates & Releases
Bug Fix
Fix duplicate contact creation from simultaneous inbound texts
Inbound texts and calls from unknown numbers no longer create duplicate contact records when webhook events arrive at the same time.
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Bug Fix
Fix inbound text flow creating blank ghost contacts
Inbound texts with missing or malformed sender numbers no longer create empty contact records.
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Feature
Template & Automation Library
Discover, share, and copy email templates, text templates, automations, and smart lists across teams in a new shared library.
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Bug Fix
Zapier & API — Stricter Create Person validation
The Zapier "Create Person" action now requires Full Name and at least one contact method, matching the Partner API.
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Improvement
API Identity endpoint now returns token scope
The Partner API /api/partner/identity endpoint now includes a tokenScope field indicating whether the token has user-level or team-level access.
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Bug Fix
Fix automation-sent emails and texts not appearing on contact tabs
Emails and text messages sent by automations now appear in the contact's Emails and Texts tabs, restoring the full communication history.
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Bug Fix
Fix dialer failing to start calls due to search index parsing error
Calls, SMS, emails, and campaign deliveries no longer fail when a contact has a stale search index field type conflict.
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Bug Fix
Fix special character handling in automation messages
Apostrophes and ampersands in automation SMS messages, task titles, notes, and custom field values are no longer stripped during save.
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Feature
Cross-Team Lead Referrals
Refer leads to other Sure Send teams with a guided multi-step flow, track referral status, and receive updates — all without leaving your CRM.
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