Need to add a hyperlink to Deals like this:
that users can click to open in a new tab.
It seems like I can add a custom Deal property that is updated via workflow but I’m not sure how to represent that as a hyperlink to the user.
What’s the best way to go about doing this?
Hi @NStuyvesant,
The best way to currently do this is via a custom calculation property: Create calculation and rollup properties
In the custom formula editor of a calculation property, you can use the concatenation formula and concatenate the unchanging parts of your URL with personalization tokens for the deal property values:
If you already used up your limit of calculation properties, you can also do this via a deal-based workflow and the “Set property value” workflow action.
If you want to use that as a hyperlink in emails, I’ve explained here how to do that: https://community.hubspot.com/t5/Email-Marketing-Tool/How-to-hyperlink-email-address-personalization-token/td-p/810213
Best regards!
Thanks @karstenkoehler. Is it possible to display that hyperlink on the Deal page (vs. sending it as an email)?
@NStuyvesant sure, single-line text fields with a URL should show a small icon that will open the link when clicked. Alternatively, you can also set up the calculated property to wrap the link into a HTML tag: <a href=“url”>link text</a>
You would do so by simply including the HTML elements in the concatenation.
