Release Date: July 2, 2025
Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above.
What’s New in Clari?
Deal Summary Improvements
Deal Summaries now highlight Key Takeaways (e.g. pricing, exec engagement, competitive mentions) and Significant Decisions with stakeholder details, timing, and impact. You can also configure summaries by interaction count or date range—like "Last Week" or a custom range up to 1 year—for sharper context. Learn more.
Amazon S3 Connector Now Supported via Fivetran
You can now ingest data into Clari from Amazon S3 using our Fivetran-powered connector, enabling more flexible access to external .csv or .tsv files.Bring in data such as product usage, financial metrics, or customer scoring into Clari’s Forecast, Opportunities, and Accounts modules. With S3 as a supported source, teams can expand their data ingestion capabilities without relying solely on traditional databases. Learn more.
Admins: Your organization must have the associated modules on RevDB to use this capability.
Persona-Based Capture Configuration (Role & User Level)
Admins can now configure activity tracking at the user and role level in addition to the existing org-wide settings, giving your team more precise control over how and where activity and contact data is logged. Whether you want to tailor settings for specific roles (like tracking both inbound and outbound activity for CSMs but only outbound for SEs) or run pilots with select users, this update makes it easy. Learn more.
Admins: Head to the Capture configuration settings to add new role or user-based configs. If multiple configs exist, user-level overrides > role-level which overrides > org-wide settings.
Support for Snowflake Key-Pair Authentication
To prepare for Snowflake’s deprecation of password-based authentication in Nov 2025, Clari now supports RSA key-pair authentication for Snowflake connectors. This secure alternative allows you to configure or migrate your connectors using public or private keys for improved security.
Admins: Begin transitioning now by generating RSA key pairs and updating authentication settings in Clari Studio > Integrations. This is recommended for all Snowflake-connected customers ahead of the password deprecation deadline. Learn More.
What’s New in Groove?
Assign Flow Owners Automatically via CSV User Lookup
You can now auto-assign Flow participants at scale during a CSV import by using a column with Salesforce User IDs or email addresses. This feature is ideal for matching participants to their correct Flow owners based on CRM data—perfect for territory updates, campaign alignment, or large-scale lead routing. It’s compatible with Custom Merge Fields and Direct Import, making it a powerful addition to advanced import workflows. Learn more.
Admins: Ensure the user importing the CSV has Add People to All Flows permissions and that Flow owners are shared on the Master Flow.
One Flow Restriction (Safety Setting)
To streamline communication and protect your sender reputation, admins can now enable a safety setting that ensures each contact or lead is active in only one flow at a time. This applies across all methods of import—including CSV, auto-import, API, and manual add—and prevents contacts from being enrolled in multiple flows simultaneously. When enabled, users will see tooltips for blocked adds, and backend validations enforce the rule across the platform. Learn more.
Admins: To activate this setting, enable the toggle in Manage My Org > Flow Settings > Safety Settings. Optional overrides can be applied for select users.
Enhanced People & Ownership Management Across Flows
We’ve streamlined people management by introducing a unified permission structure for changing ownership and managing participants across Flows. This update reduces friction during employee transitions and team restructuring by giving Admins and Team Leads clearer, role-based access to transfer Flow ownership and manage people—complete with confirmation modals and tooltips for unsupported actions. Learn more.
Admins: Control visibility and access through Manage My Org > Roles.
Enhanced Bulk Management of Flow Permissions
We’ve unified and simplified bulk flow management with a new Bulk Manage Flows permission that enables eligible users to archive, delete, label, and move multiple flows at once based on their role and access level. This update reduces confusion, improves control for Admins, Analysts, and Team Leads, and adds helpful tooltips and runtime permission checks to clarify exactly what each user can do.
Admins: Grant the Bulk Manage Flows permission via Manage My Org. Ensure users also have View all Flows and Templates and (where applicable) Manage People Across Flows to fully use bulk actions like Change Owner. Learn more.
Preview Merge Fields with Live Salesforce Data
Now, when building or reviewing templates in Groove, you can preview merge fields using real Salesforce data from your contacts, leads, accounts, or opportunities. This feature removes the guesswork from personalization—helping sales reps, managers, and content creators verify dynamic fields like “First Name” or “Company Name” before an email is sent. Toggle between live data and raw merge tags, and even send a test email to yourself for added confidence. Learn more.
Nooks Integration: Power Dial from Groove Actions
Groove now integrates with Nooks, allowing reps to power dial prospects from Flow steps and One-Off Actions—either in sequence or in parallel. Completed calls log back to Groove and advance Flows automatically. Learn more
Admins: Users configure Groove in Nooks.
What’s New in Copilot?
Clari Copilot Is Now Available in the Slack Marketplace
Clari Copilot is now officially listed in the Slack Marketplace, making it easier than ever for teams to discover and install the app. This update doesn’t change any functionality—existing users can continue using Copilot in Slack as usual—but new teams can now access a verified version of the app directly through Slack’s directory. Install Clari Copilot in Slack
Audit Logs Now Available in Clari Copilot
Admins can now track and review all configuration changes made in Clari Copilot with the new Audit Logs feature. Whether you're monitoring consent updates, recorder settings, call access changes, or user management actions, Copilot provides a full history—complete with timestamps, before/after values, and user attribution. This update enhances visibility, compliance, and accountability for your team. Learn more.
Admins: Access Audit Logs from User Management > Audit Logs. Filter by user, action type, impersonation status, or date range to drill into the details you need.
Granular Access Control for Gametape Folders
You can now manage who can create, edit, delete, and organize public Gametape folders with new role-based permissions. This update gives teams structured control over shared content while maintaining visibility and collaboration across departments. Folder management rights are configurable by role—ensuring the right users can organize content without granting broad administrative access. Learn more.
Admins: Visit Settings > Roles & Permissions > Gametapes and Folders to manage folder access by role. This feature is enabled by default across all orgs.