Equip partner managers with instant trackable referral links
Equip partner managers with instant trackable referral links
Partner managers creating referrer records omit referral links, causing onboarding delays and lost tracking. Attach shortened B2B and other form links to each CRM record so managers share correct, trackable forms.
Overview
Partner managers lose time and tracking when referral links aren't attached to new referrer records. This workflow generates and stores shortened B2B and other form links on the CRM record, eliminating manual entry and ensuring partner managers distribute correct, traceable forms. The result: fewer onboarding hiccups and clear attribution for every referral.
Notable Features
- Attach shortened referral links automatically
- Populate referrer records with URLs
- Notify partner managers when ready