Auto mode and LinkedIn/Instagram sync
Until now, deals in Every only synced from email. Today you can connect LinkedIn and Instagram directly, so the messages you send and receive there keep your deals up to date. And Auto mode lets Every reply and follow up on a deal without asking you first. Watch the walkthrough →
CRM
Connect LinkedIn and Instagram
Go to Connections and click Connect. Every opens a secure browser it hosts for you, and you sign in on LinkedIn's or Instagram's own page.
- We don't store your password. Every keeps only the signed-in session, encrypted, and uses it to sync.
- Your contacts come in and stay up to date: your LinkedIn connections and the Instagram accounts you follow.
- You can also connect more than one Gmail account. More channels are coming, so tell us which ones you want first.
Deal agent
Deals see your LinkedIn and Instagram messages
Incoming and outgoing messages sync to the right person and deal, so the board knows where each conversation stands and which channel reaches each person.
- Every reads new messages as they come in and updates the deal's activity, next steps and stage.
- Your 20 most recent conversations on each network come in first. Older threads show up when they get a new message.
- Every drafts replies for the channel the person actually uses. You can send LinkedIn replies from the deal, and Auto mode can send on LinkedIn and Instagram.
Deal agent
Auto mode
By default, Every never messages a client without your approval: it drafts, you click send. Auto mode hands that decision to Every, one deal at a time.
- Turn it on from a deal. Every runs the deal plan and sends the reply or follow-up it thinks is right, from your Gmail, LinkedIn or Instagram.
- It's off by default and set per deal. Most people don't want close relationships automated, but it's a good fit for a wide funnel of people you know loosely.
- Each message waits a few minutes before it sends so you can cancel it, and everything it sends shows up in the deal's Activity.
- Next up: rules that turn Auto mode on for certain kinds of deals, like anyone with a relationship score under 20.
Deal agent
Tell Every what each stage means
Stage criteria in Deal settings set the goal the Every agent works toward at each stage.
- On Deals, open settings and edit the criteria for each stage. For some businesses a reply is enough to count as an opportunity; for others it takes a booked meeting.
- The criteria drive how Every plans each deal, which stage it thinks a deal is in, and what it tries to get out of each conversation, especially in Auto mode.