Lists, Lead Scoring & Workflows

KatrinaS
Miembro

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

resolver

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.

1 Soluciones aceptada
MFrankJohnson
Solución
Líder intelectual

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

resolver

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 NotificationHubspot Deal Workflow Internal Notification

 

 

 

- see image (Resulting Email Notification Example)hubspot-deals-notification-with-link-to-deal-email.png

 

 

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Ver la solución en mensaje original publicado

6 Respuestas 6
DEbert
Colaborador

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

resolver

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

0 Me gusta
loyti
Participante

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

resolver

This is no longer a working solution

0 Me gusta
isabelv4
Miembro

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

resolver

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.

0 Me gusta
aljones
Colaborador

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

resolver

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

0 Me gusta
isabelv4
Miembro

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

resolver

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.

0 Me gusta
MFrankJohnson
Solución
Líder intelectual

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

resolver

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 NotificationHubspot Deal Workflow Internal Notification

 

 

 

- see image (Resulting Email Notification Example)hubspot-deals-notification-with-link-to-deal-email.png

 

 

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com