Internal notification emailsSOLVE
Jun 12, 2017 5:46 AM
I have created a number of lead nurturing emails which are associated with different workflows. Whenever a lead receives an email, an internal email to the lead owner is sent.
Within this internal email, I've included some personalization tokens so the lead owner can see the name of the lead which received this email. However, I'd like to improve the internal notification email to include more information but I do not think this is possible with the personalisation codes available in HubSpot and therefore looking for a workaround. Within these internal emails it would be great to include the following;
- hyperlink to the unique contact record (both HubSpot/salesforce)
- hyperlink to the lead nurturing email preview their contact will receive
Is there a way of doing this using personalisation features instead of a lot of different internal emails to the lead owners?
Solved! Go to Solution.
Jun 12, 2017 9:40 AM
Hi, @thomas1. As a general rule, if you can put it in a property, you can automate around it in-app. Since you have HubSpot and Salesforce integrated, you can handle the link to the Salesforce record, by using the Salesforce Lead ID and/or Salesforce Contact ID properties.
In the Salesforce org you have connected to HubSpot, look at the base part of the URL: https://[your instance name].salesforce.com/. Use this URL in your HubSpot, and append the URL with the lead or contact ID personalization token. Depending on the use case and complexity, you may want to design smartly, only sending emails with Contact ID or Lead ID personalization tokens when relevant. Alternately, your email can simply include links to both the lead and contact ID, and one value won't be populated.
Unlike HubSpot record IDs, the ID associated with a HubSpot contact (called the vid) doesn't live in an in-app property. While the vid is available via the Contacts API, you'll need developer resources to retrieve and automate those values, and that's something that wouldn't be supported, so you'd be on your own.
If that's not a feasible solution, but you have the HubSpot Intelligence Visualforce page on your lead and contact layouts in Salesforce, you can update your email copy to display the link to the record in Salesforce, with instructions to click the View in HubSpot button from that record, to see the HubSpot contact.
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.