Real-Time Updates

Real-Time Updates push live table changes and notifications to every open tab the moment a change happens, so screens stay aligned with the database without a manual refresh.

How it works

When any write occurs, an inline edit, a delete, a bulk operation, or an API import, the backend publishes a typed event to the relevant Ably channel, scoped per data type and workspace. Every subscribed client receives the event and updates the affected row in place. Socket.io handles server push for events that need a person's attention, surfacing toasts and badge updates. Connection drops are detected and recovered, with missed events replayed on reconnect and a full sync used for longer outages.

Key capabilities

• Live data table updates for leads, contacts, deals, and campaigns using typed events: row_updated, row_deleted, and bulk_update.
• Ably pub/sub messaging as the data sync backbone, with channels scoped per data type and workspace.
• Socket.io push notifications for high value lead alerts, SLA breaches, deal status changes, and mentions.
• Cross tab and cross device synchronization that delivers the same events to every connected client.
• A no refresh workflow where pages stay open and accurate without manual reloads.
• Connection recovery with missed event replay and full channel sync to prevent stale data.
• Per user, per event type notification preferences for toasts, badges, and the activity feed.