Attach shortened intake URL to deal record for owners

You can't distribute intake forms quickly when deals lack a single shareable link, delaying seller outreach. Adding a shortened client intake URL to the deal speeds capture and handoff same day.

Overview

When intake links are missing from deal records, reps waste time recreating and sharing forms. This flow automatically generates and attaches a compact intake URL to the deal so account managers can collect onboarding details the same day and reduce manual handoffs.