Good day,
Every year clients will need to review and update their company information. I will send them their previous years input and ask them to update it for the current year.
I have created a Creator Form that will get created and populated with CRM data every time a new CRM record is created (crm deluge).
I am creating new forms and are populated successfully. But upon creation, I need to send this pre-populated form to the clients via email.
I have set up after the completion to get the code and if 3000, assume record was create and want to send a link to the client to review.
Can someone help me with creating the clickable link
Note: All of this is coming from a custom module in the CRM, so I cannot set up auto populate or similar. All needs to be deluge