Add published proposal link to CRM deal records
Add published proposal link to CRM deal records
Published proposals on your site aren't linked in CRM deals, leaving reps missing proposal context. It writes the published proposal URL into the matching deal so reps see the proposal within minutes.
Overview
Proposals published on your site should be discoverable from the deal record — not hidden in the CMS. This flow writes the live proposal URL to the matching deal so reps and owners have proposal context within minutes, reducing follow-up friction.