topic Re: Ability to add links to internal notifications in deal-based workflows in Lists, Lead Scoring & Workflows

Ability to add links to internal notifications in deal-based workflows

KatrinaS — Tue, 22 Jan 2019 23:56:12 GMT

We send internal notifications to our sales team when a deal has been won and when a customer reaches 'live' stage. This is done via a deal-based workflow.

We'd like to add in a link in the internal email notification so that people can go in and view the deal, however there doesn't seem to be a way to do this.

Can anyone suggest a work around?

Thanks.

Re: Ability to add links to internal notifications in deal-based workflows

MFrankJohnson — Tue, 17 Mar 2020 05:54:27 GMT

Q: We'd like to add in a link in the internal email notification so that people can go in and view the deal. Is there a way to do this??

Short A: Yes.

Longer A:

You'll want to add the following code to your internal notification.

Where <Portal ID> = HubSpot Portal ID

Where <Deal: Deal ID> = Deal Token Deal ID

https://app.hubspot.com/contacts/<Portal ID>/deal/<Deal: Deal ID>

- see image (Deal Workflow Internal Email Example)Hubspot Deal Workflow Internal Notification

- see image (Resulting Email Notification Example)

Re: Ability to add links to internal notifications in deal-based workflows

loyti — Wed, 01 Sep 2021 20:23:16 GMT

This is no longer a working solution

Re: Ability to add links to internal notifications in deal-based workflows

aljones — Thu, 13 Jan 2022 16:18:52 GMT

yes - this doesn't work anymore. does anyone else have a solution?

Re: Ability to add links to internal notifications in deal-based workflows

DEbert — Fri, 14 Jan 2022 15:12:51 GMT

Any Update to this? Should be pretty easy to implement since we have this feature already on other notifications.

Re: Ability to add links to internal notifications in deal-based workflows

isabelv4 — Fri, 13 Jan 2023 16:47:23 GMT

This is working for me. You just need to use the new "Record ID" field instead of the "Deal ID" field. Hubspot recently renamed the field to standardize it across modules. Just make sure there are no spaces between the URL and the token.

Re: Ability to add links to internal notifications in deal-based workflows

isabelv4 — Fri, 13 Jan 2023 16:47:49 GMT

Re: Ability to add links to internal notifications in deal-based workflows

DStetz — Fri, 07 Apr 2023 16:53:04 GMT

@isabelv4 Would you be able to provide the exact formatting you used here? I've tested several options using Record ID but none of them were successful. Thanks!

Re: Ability to add links to internal notifications in deal-based workflows

isabelv4 — Fri, 07 Apr 2023 23:01:28 GMT

Sure thing.

In the Automate section of Deals / Pipelines, here's what I did:

1. I selected a stage in the Deal pipeline and clicked on "Create workflow"

2. I selected "Send internal notification email"
3. In the body, I used this content:

See complete deal record info here: https://app.hubspot.com/contacts/########/deal/[Record ID]

To add the dynamic field [Record ID], you should click the "Personalize" button, select Type: "Deal", and then select Token "Record ID".

Instead of ######, you should use your Hubspot account ID.

As I mentioned in my previous message, to create a URL like this, you must check there are no spaces between the URL and the Record ID. I did multiple tests until I got it right.

Let me know if you need more info.

Re: Ability to add links to internal notifications in deal-based workflows

EShoemake — Thu, 07 Sep 2023 01:35:30 GMT

I wanted to provide some additional insights on this topic. I stumbled upon this thread, and while the solution brought me close to what I needed, further research eventually led me to the exact solution I was looking for.

Here's my scenario: I send automated internal marketing emails (via workflow) to my sales team when a web lead submits a form and selects a state within their territory. My sales team had a specific request: they wanted the email notification to include a "Go to Contact Record" button, similar to the Hubspot notifications for contact owner updates. The link formats I initially tried from this thread didn't quite work, but I finally found a format that worked perfectly and allowed me to integrate it into a button as a URL:

https://app.hubspot.com/contacts/XXXXXXXX/contact/{{ contact.hs_object_id }}

As pointed out by @isabelv4, it's essential to replace "######" with your Hubspot account ID (You can also find this if you open any contact record and look at the number listed between contacts/######"/record).

Additionally, make sure to use the precise spacing in the link example above and the property's internal value. I initially formatted it as {{contact.hs_object_id}}, but the absence of spaces on either side of the token value caused it not to function properly.

I know this is relevant for contact properties, and not deals, but thought I'd post anyways in case it can help someone, as this is the thread I found in my search for a solution.

Re: Ability to add links to internal notifications in deal-based workflows

Dulwich — Wed, 22 Nov 2023 10:16:22 GMT

You need to now use Record ID

Re: Ability to add links to internal notifications in deal-based workflows

Trumani — Thu, 21 Mar 2024 12:53:24 GMT

@DulwichMay I ask how you make that a link?

Re: Ability to add links to internal notifications in deal-based workflows

Dulwich — Thu, 21 Mar 2024 13:41:39 GMT

See if the screenshot helps:

Re: Ability to add links to internal notifications in deal-based workflows

Trumani — Thu, 21 Mar 2024 16:35:31 GMT

Thank you! I did not think to use the task action. Here's what I tried to do in the email notification. I can make the link but I can't figure out how to add the url with the token (e.g. Record ID) into hyperlinked text instead of showing the URL.

Re: Ability to add links to internal notifications in deal-based workflows

JHanzlik — Thu, 23 May 2024 14:24:51 GMT

Thank you! This works for deals as well and was the only way I was able to get this to work....

For me it looks like this: https://app.hubspot.com/contacts/XXXXXXXXXX/deal/{{ deal.hs_object_id }}

Re: Ability to add links to internal notifications in deal-based workflows

VH-Compu — Wed, 07 Aug 2024 18:01:58 GMT

I know this is an old thread but I've an issue with Hubspot's "send internal notification" email. We use a deal notification to alert specific groups and in that notification, we have a SharePoint link (custom field) along with other details. As you may know, SharePoint links are mile long which stretches the email body to full screen width making rest of the information nonreable. Hubspot support suggested me to try an HREF HTML tag but that doesn't work because it looks like the notification goes out as plain text. Any suggestions from you experts? See the screenshot below. I want the "View Document" to be a clickable hyperlink and "#" is the SharePoint link custom field (token).