Add portal link to CRM deal and contact

Your customer portal runs aren't linked to deals or contacts, leaving account managers without run context and slowing onboarding. Get portal links on CRM records so managers can act the same day.

Overview

When portal runs are generated but not surfaced in CRM, account managers waste time finding context and onboarding stalls. This flow writes portal links and run details to deals and contacts so managers have run context immediately and can complete onboarding the same day.