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Create trial payment link and save to product record

Create trial payment link and save to product record

Your new trial product records lack checkout links, forcing reps to create links manually and delaying revenue. You get a payment link saved to the product so reps can invoice within minutes.

Create trial payment link and save to product record

Workflow preview:

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Overview

Trial products should convert quickly, but missing checkout links slow reps and delay revenue. This flow generates a payment link, attaches invoice metadata, and stores the URL on the product record so reps can send checkout and invoice details within minutes.

Create trial payment link and save to product record