Add shortened self-service landing link to deal record
Add shortened self-service landing link to deal record
Your deals lack a single, shareable self-service link, so account teams paste long URLs and slow onboarding. It adds a shortened link to the deal record for quick sharing within minutes.
Workflow preview:
Zap details:
Overview
Long, unformatted landing links force account teams into manual edits and slow customer handoffs. This flow writes a short, shareable landing link directly to the deal record so account and onboarding coordinators can share a click-ready URL within minutes.