Ensure business owners add payment links to leads

Business owners leave leads without payment links, causing follow-ups to stall. This updates the matching lead with a shortened payment link so sales reps can request payment immediately.

Overview

Missing or incorrect payment links let prospects slip and deals stall, creating downstream work for business owners and reps. This workflow ensures every matching lead record contains the correct shortened payment link, enabling faster payment requests and eliminating manual lookup errors.

Notable Features

Insert shortened payment link to lead
Match lead by external ID
Notify sales rep of update