Attach pre-event questionnaire link to related deal records
Attach pre-event questionnaire link to related deal records
Your deals miss the pre-event questionnaire URL when contact flags change, forcing reps to search and delaying prep. It adds the questionnaire URL to the deal so reps can send forms before the event.
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Overview
Contact flag updates often leave questionnaire links disconnected from the deal, which forces reps to hunt for URLs and stalls outreach. This flow attaches a generated questionnaire URL directly to each related deal, so reps and event coordinators can send forms and prepare within minutes.