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Create customer discovery form link on new records

Create customer discovery form link on new records

Your new customer records often lack a discovery form link, forcing manual copy-paste and slowing intake. Adding a prefilled form URL to each record gives intake and field teams usable links same day.

Create customer discovery form link on new records

Overview

When intake rows arrive without a surfaced form link, staff spend time assembling or locating the prefilled URL. This workflow automatically creates and stores a ready discovery-form link on each record so intake and field teams get usable links the same day.

Create customer discovery form link on new records