How to export deals to include deal url

[MLawson5]

Hi

Is there a way to export deals to include the deal link (url) for each deal?  

Thank you!

[KubaNowakowski]

Implemented in my org as well, nice one!

[karstenkoehler · Accepted solution]

Hi @MLawson5,

The record URL is not included in export files but you can create it youself after downloading the export file. Deal record URLs are following this syntax:

https://app.hubspot.com/contacts/PORTAL_ID/deal/DEAL_ID/

You can check this by simply opening any deal in your CRM. And while this URL is not included in the export file, the deal ID is.

So in your export file, add a column right of the deal ID. Then use the CONCATENATE function in Excel or Google Sheets to concatenate the the static part of the URL and the deal ID.

With workflows, you could also create a field for this directly in HubSpot and ready for export. If you have a Professional subscription, let me know.

Let me know if you have any follow-up questions!

[MLawson5]

Thank so much what a great idea! Where can I find the portal ID please?

Yes I have a professional account so guidance on workflow wil be great! Thanks a lot 

[karstenkoehler]

Hi @MLawson5,

You can find the portal ID by simply opening any deal in your CRM. In the URL, it will be placed as in the next link:

https://app.hubspot.com/contacts/PORTAL_ID/deal/DEAL_ID/

It's also the number that shows in the top right corner:

Regarding the workflow, you can set it up as below, again replacing the portal ID in the URL with yours:

Please do not forget to accept this reply as a solution.

Best regards!