October 2025 Releases

Custom Survey Data Collection Updates

Custom Surveys have been updated, in form and function in a few ways:
Birthdate and Physical Address collection
New toggle to enable fields collected to update existing contact profile data
New dropdown menus for each field, to make each field Required, Collected, or Not Collected on the survey
Basic Info, Date Range, and Confirmation settings are now broken out into three tabs
Dropdown and Short Answer responses are now able to be added as a Custom Field to the respondent's contact profile. Read more about Custom Fields here.

Here's a view of the updated look:

Cetera Meeting Disclosure

We've added a meeting disclosure text display to meeting booking pages for Cetera users, as well as a new spot to add a Cetera disclosure. To add or update a Cetera disclosure, users can go to their Levitate Settings, open the Profile tab, and access their disclosure.

Select User for Meeting Booking through Contact Profile

Now, when booking a meeting directly through the Contact Profile calendar button, an Admin is able to choose which Levitate user to book the meeting with. When you click the calendar button under the user's name on their contact profile, this is what the new menu will look like:

QuickBooks Online Integration Updates

Due to a recent change in the QuickBooks Online platform, we've pivoted to a new version of the integration. All QBO users must re-authenticate through the dashboard card prompting them to do so, or through their account's integration settings.

Salesforce Integration Updates

Due to a recent change in the Salesforce platform, we've pivoted to a new version of the integration. All Salesforce users will need to meet with our Implementations team to get connected to the new version of the integration. Our team will be in touch to facilitate these meetings.

Salesforce: Person Accounts

We’ve added initial client support for Salesforce Person Accounts– allowing for the proper handling of individual contacts in Salesforce.

Originally, the Salesforce integration was built only to recognize the Contact Object to bring in contacts to Levitate. Now, in Integration settings, Person Accounts can be selected as the Record Type for contact syncing.

Net new accounts set up on Salesforce will have access to this setting immediately. Accounts being migrated to the new version can also elect to map by Person Account.

Integration Merge Fields

We’ve added the ability for users to include integration-specific custom fields in email templates as a Merge Field.

This is available for integrations that are on the V2 pipeline– ServiceTitan, Salesforce, MyCase, and PracticePanther. To have this feature turned on, reach out to your Success Specialist or our Support Team.

Service Titan: Service Agreements

We’ve added the ability to bring in Service Agreement data from ServiceTitan– through Tags and Key Facts. Tags can reflect the name and status of the Service Agreement, and the Key Facts can reflect agreement start and end dates.