Personalization Token for "View this Record" in HubSpot?

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Top Contributor

Does anyone know how to include a link / personalization token in an automated workflow email with a link to the contact's record in HubSpot that triggered the workflow? When Hubspot sends internal notifications (like from a contact form), it includes a link in the email: "View this record" in Hubspot. Trying to figure out how to recreate this in a custom automated email. 

 

Thank you for your help!

 

 

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Accepted Solutions
Esteemed Advisor

Hi, @leckerman. Retrieving the unique contact identifier (called the vid) is something that's available only through the Contacts API. There is no in-app option to put the vid into a token - the best you could do is direct people to a search screen with some sort of unique identifier, like an email address: https://app.hubspot.com/contacts/[YOUR PORTAL ID]/contacts/list/view/all?query={CONTACT TOKEN}

 

 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
Occasional Contributor

If you have defined the email as an internal email saved for automation and saved it that way (return to the email list and reopen the email) or created the email from the link in a workflow from the action step, send internal email, you will have access to the contact token called Internal Contact Record. This field is not available when you are creating a marketing email not intended for internal use.

Screen Shot 2019-05-14 at 6.06.47 PM.png

I believe this is what you are looking for.

8 Replies 8
Esteemed Advisor

Hi, @leckerman. Retrieving the unique contact identifier (called the vid) is something that's available only through the Contacts API. There is no in-app option to put the vid into a token - the best you could do is direct people to a search screen with some sort of unique identifier, like an email address: https://app.hubspot.com/contacts/[YOUR PORTAL ID]/contacts/list/view/all?query={CONTACT TOKEN}

 

 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
Top Contributor

Thank you @bradmin! This is a great workaround. Any idea if the contact identifier "vid" token will be added to as an in-app personalization token in the future? That would be a great addition. 

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Esteemed Advisor

No idea, and I'd guess "probably not". I didn't find much in the ideas forum, but I'm sure there's more than just this post asking for the functionality. [Fair warning: Even the most meritocratic of ideas can take a while to get implemented. The ideas post isn't a great resolution; it's the only one you've got outside of the workaround, unfortunately.]


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
Occasional Contributor

Actually there is a way that you can do this easily in your own emails. you just have to use the personalization token for the contact ID and append it to the end of your url. For example, here is the code that I use for my administrative alerts

 

<a href="https://app.hubspot.com/contacts/[YOUR PORTAL ID]/contact/{{ contact.hs_object_id }}" rel=" noopener">View Record</a>

Esteemed Contributor

You are awesome! Just what I needed. Thank you!

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Occasional Contributor

If you have defined the email as an internal email saved for automation and saved it that way (return to the email list and reopen the email) or created the email from the link in a workflow from the action step, send internal email, you will have access to the contact token called Internal Contact Record. This field is not available when you are creating a marketing email not intended for internal use.

Screen Shot 2019-05-14 at 6.06.47 PM.png

I believe this is what you are looking for.

Top Contributor

This is EXACTLY what I was looking for. Thank you @JasonMM!

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Occasional Contributor | Platinum Partner

This is exactly what I was looking for and would be incredibly useful to internal teams!

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