Attach shortened application links to renewal deal records
Attach shortened application links to renewal deal records
Your renewal deals lack client-ready application links, causing reps to paste long URLs and delaying paperwork. This adds shortened form links so renewal managers can send forms faster.
Workflow preview:
Zap details:
Overview
Renewals stall when reps must hand-build form links; that wastes time and risks missed submissions. This flow attaches client-ready shortened application links directly to renewal deals, so renewal managers can share forms faster and complete paperwork ahead of deadlines.