Add B2B referral form link to new contacts
Add B2B referral form link to new contacts
Your new person records miss a referral form link, leaving reps without a ready URL to share. It adds a shortened B2B form link to each person record so reps can share it same day.
Overview
New contacts should arrive with a ready-to-share referral link so reps and partner managers can act without hunting for URLs. This flow generates a shortened referral-form link and saves it to the person record, eliminating manual steps and enabling same-day partner outreach.