Fresh integrations, reporting best practices, and unique payment links: here’s what’s new
Launch Pipedrive and GoHighLevel Integrations in Minutes, and Secure Payment Details Without Portal Detours
This week, we’re doubling down on partner value: Fresh docs for Pipedrive and GoHighLevel, plus a fast path to report issues and share payment links with prospects.
New docs live: Pipedrive and GoHighLevel
Close gaps and speed implementation with step-by-step guides designed for partner-led deployments.
Report issues the right way: faster fixes, fewer back-and-forths
Use the standard workflow so engineering receives everything needed to resolve quickly (see Report a platform problem/issue)
Send payment links: get a card on file
Secure payment links let prospects add a card directly, without navigating the Portal (see Sending payment links to customers).
Best practices:
Send the link in your same-day follow-up with a short reminder of the plan chosen and what unlocks when a card is added.
Confirm who is authorized to add the card, and include internal stakeholders if approvals are needed.