Updates
What changed in Liney, newest first. The app is on v0.5.0.
Pipeline health, required fields and a bigger sheet
- Pipeline health: team admins see how the team's open deals have changed since Liney started (gone quiet, close date passed, next step booked, required fields filled), per rep, with each deal a click from HubSpot.
- Required fields are grouped by when they apply: on new deals, at a stage, or on every deal. Add one with a single button, remove one with the ×, and Rediscover fields reads HubSpot again and tells you what it found.
- Deals missing a required field show red cells and their own tab in the sheet, and you can make follow-up tasks for them from pipeline health.
- The sheet fills the screen on desktop. Choose which columns show, and add view-only columns from any HubSpot deal field.
- A line can mark your open task done, and a meeting still ahead becomes a task to send the invite.
- A line can create and link the contact, company and deal it mentions in one go, and a person's name is no longer mistaken for the company they work at.
- Setting a task shows it first, so you can edit it before it is written and save a template you reuse.
- The Log is easier to use: a clear Update HubSpot button, a smoother phone flow, bigger tap areas, and full keyboard and screen reader support.
- The menu bar shows who you're connected as, with your plan one click away.
- How it works has a tab for RevOps and admins and a tab for reps, with screenshots of each step.
- Fixed: the fold-outs in Rules didn't open.
Contacts, focus mode and the beta
- A line can now update the contacts and companies it mentions, and add a new contact when you talk to someone who isn't in HubSpot yet.
- When a line could mean more than one deal or person, Liney asks instead of guessing. It won't overwrite a field someone changed in HubSpot since Liney last read it.
- Rate any written line with a thumbs up or down, and fix what it wrote right there if it got something wrong.
- Focus mode hides everything except the line, its fields and anything that needs you. Turn it on from the menu or with Ctrl/Cmd + period.
- Team admins can require fields on deals, contacts and companies, and reps are asked for them before a line is written. The Team panel lists what needs a look: empty required fields, lines that didn't go through and deals gone quiet.
- The sheet shows every field you picked as its own column, with search and sort. New and changed deals appear as HubSpot updates, and edits in the sheet never count toward your lines.
- Turn off "Ask before writing" in Setup to write a line with one click.
- Due today now includes your follow-up tasks, overdue ones too, and the app shows when it last synced with HubSpot.
- Feedback opens in a side panel, with your conversations and our replies in one place.
- New guides: five short how-tos for keeping HubSpot up to date.
- Liney is free during the beta for a limited number of teams, with 100 lines a month. Teams that use it and send feedback get 50% off Team for their first year once the beta ends.
- Fixed: a line about a contact or company removed from HubSpot now stops with a clear message, a line interrupted while writing is picked back up, and a line open in two tabs is written only once.
Cleaner panels and feedback
- The Pricing, Team and Setup panels are easier to read, with screenshots of what each setting does.
- Send an idea, a bug or a support question from inside the app, with screenshots. Replies come by email.
- Invite your team with one link.
- Setup opens on the fields Liney can write, so changing them is one click away.
Phones, the demo and dark mode
- Liney works on your phone: the log, the sheet and every panel fit a small screen.
- Try it before you connect: the demo shows a real line going from typed to written.
- Nothing is written until you press Approve & Sync. Every write is yours to confirm.
- Dark mode, following your setting or your device.
- Undo a line and write it again. Questions Liney still needs answered are tagged, and every proposed value can be edited before it is written.
- Buttons show when they are working, so you never click twice.
A line becomes a HubSpot write
- Type what happened after a call. Liney matches the deal, fills in what you said, asks for any field your admin requires, and writes it to HubSpot as you.
- Click any written line to see what changed, and undo it for 30 days.
- The sheet: your deals as rows. Change a cell and it is in HubSpot.
- Tabs for today, deals that need a next step, closing this month and stale deals, plus any deal you pin.
- On connect, pick the fields Liney may write. Required ones stay on.