Expanded Goal Event Triggers: Invoice Paid And Review Request Clicked Artwork

The Pinnacle Perspective: Pinnacle AI CRM Updates

The Pinnacle Perspective is the podcast where we break down the latest features, improvements, and innovations inside Pinnacle AI CRM.

Each episode delivers quick, practical insights into new tools and updates designed to help marketers, agencies, and businesses streamline their workflows, manage leads more effectively, and grow faster using powerful CRM technology.

From automation improvements and pipeline management to website features, reporting tools, and team collaboration updates, we explain what’s new in Pinnacle AI CRM, how it works, and how you can use it to improve your marketing, sales, and operations.

If you want to stay up to date with the latest platform updates and learn how to get the most out of your CRM, The Pinnacle Perspective gives you the insights you need in short, easy-to-follow episodes.

Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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The Pinnacle Perspective: Pinnacle AI CRM Updates

Expanded Goal Event Triggers: Invoice Paid And Review Request Clicked

March 23, 2026

0:00 | 1:48

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In this episode of The Pinnacle Perspective... we spotlight an enhancement to the Goal Event action inside Pinnacle AI CRM: two new triggers — Invoice Paid and Review Request Clicked — that let automations respond to real customer outcomes. Invoice Paid fires when an invoice is marked Paid or Partially Paid and can be scoped to a specific Send Invoice step; Review Request Clicked completes when someone clicks a review link and can be filtered by channel or link. These additions let businesses, marketers, and agencies advance contacts based on actual behavior, creating cleaner workflows, reducing manual checks, and enabling faster, more relevant follow-up for billing, reputation management, and conversion activities. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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