Boom! Cycl Sales Weekly Update: Custom Metrics, Badges, Templates, and More (August 19-23, 2026)
🚀 Cycl Sales Changelog Spectacular: August 19-23, 2026
Hey Cycl Sales fam! 🍦 Did you feel that? That was the sound of your dashboards and workflows leveling up overnight! From custom fields making their super-metric debut to badge-powered automations, AI buddies for your calendar, slick new templates, and much more — here's what's fresh, what's fun, and what's finally fixed (no code or coffee spilled!). Read on and enjoy the ride! 😄
🔢 Transform Custom Fields into Metric Magic!
Do your dashboards look as exciting as unsalted popcorn? Well, they're about to get WILD! You can now use Numeric and Monetary custom fields from Contacts and Opportunities as real, live metrics instead of just sleepy filters.
- Aggregate with Sum, Min, Max, or Average — go full accountant-mode, minus the spreadsheets.
- Drop them anywhere metrics live: dashboards, reports, custom widgets. If it tracks numbers, you can track it here.
- Any new custom number field? BOOM. Instant metric. Zero setup. Magic wand not included.
So, whether it's deal size, treatment costs, spaceship fuel, or how many coffees you owe Susan from accounting — it's a reportable metric now. Live updates. No more manual math. No more spreadsheet drama! See How Custom Metrics Work
🏅 Badge Automation: Badges That Actually DO Stuff!
Who said badges are only for scouts and video games? Now, automate badge-awarding in Workflows, and trigger follow-ups magically. Picture this: Someone achieves something awesome (like, finally not forgetting a meeting) — BAM! They get a badge AND a fancy congratulatory email… or maybe a coupon for free pizza. 🍕
- Automate issuing badges as workflow actions
- Let badge achievement drive follow-ups: emails, texts, fireworks*
- Drive real engagement — next stop, customer lifetime value city!
*Okay, maybe not actual fireworks. But still.
See Badge Automation in Action
🤖 Calendar AI: Set Up Calendars Like a Pro (or a Fortune Teller!)
We know, setting up calendars can make anyone’s eyebrow twitch. Now, just describe what you want ("Help! I need a spa booking calendar for my dog!"), and let our Calendar AI do the rest. Pick your availability, add teammates, preview your booking widget... it's like having a psychic assistant — minus the incense.
- Describe your needs. AI configures your calendar.
- Add teams, set hours, see it all in a live preview.
- Test book yourself a meeting (“Don’t forget Linda’s birthday lunch!”).
- Solve booking mysteries — "Why isn’t Tuesday at 2pm showing up???" (Calendar AI will soon tell you why!)
📩 Super-Powered Templates Are HERE!
Need a website for a car dealership? A funnel for your agency? Social posts, ad templates for Google, Facebook, and even LinkedIn? Workflow automations to make your appointments book themselves (almost)? We’ve got a template avalanche. Wear a helmet! 🪖
What's New?
- 1 new Website Template (Automotive!)
- 1 new Funnel Template (Marketing Agency!)
- 1 new Email Template (Vroom Vroom, Automotive!)
- 4 new Social Templates (2 Health & Wellness, 2 Creative)
- 2 Facebook Ad Templates (Car Rental, Weight Loss)
- 5 Google Ad Templates (Dry Cleaning, Weight Management, more!)
- 7 LinkedIn Ad Templates (from Insurance to Photographers — posers and policy pros unite!)
- 3 Workflow Templates (bookings, announcements, insurance follow-up!)
- 1 brand new Creative Snapshot for Dance Company 💃
🤓 Smarter AI Agents With Even More Brains
Psst… Did you know your AI agents can now use Anthropic and Google models alongside OpenAI? Choose your AI, pick your model, set brain power (Low for snappy tasks, High for tough nuts to crack) — all with a shiny new model picker interface.
Tune each bot per job. More smarts equals better answers, less smarts for speed. Truly a chip off the ol’ block(chain). Meet Your New AI Models
✨ Calendar Payment Updates: No More $0 Charges! (Seriously.)
Having people awkwardly enter their credit card for a $0 booking? Not cool. Now, if an appointment is actually free, we skip payment collection entirely. Or you can simply collect cards-on-file for future magical payment moments. Win-win. 🎉
📣 Fixin’s & Tweaks: For the Nerds in Us All
- Email Events now show Message ID in dynamic pickers – finally, every open/click event traces back to a specific email. Goodbye, engagement confusion!
- Dropdowns in workflow actions now accept dynamic values again. Toggle between Standard and Dynamic modes like a pro. Multiselect fields? They work as always!
📰 Bonus: Instagram Explore Feed Placement Leaves the Building
This is less a new feature and more a "Don’t Panic" PSA: Meta has discontinued the Instagram Explore ad placement. If you were using it, your ads will gracefully move to other spots — no campaign chaos, no errors, just business as usual.
Rest easy, keep on advertising. The Cycl Sales team has your back (and your ad placements!). Read the Instagram Placement Update
🤩 Until Next Week...
Keep building, automating, and dreaming big — and let Cycl Sales make it all a little easier (and a lot more fun). Got questions or want to show off your new dashboard? Email us! We'll even count it as an opportunity metric. (You know we can now.)
