Lists, Lead Scoring & Workflows

KatrinaS
Member

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

SOLVE

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 Accepted solution
MFrankJohnson
Solution
Thought Leader

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

SOLVE

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


Frank on LinkedIn

HubSpot's Hiring World-Wide!

View solution in original post

6 Replies 6
DEbert
Contributor

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

SOLVE

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

0 Upvotes
loyti
Participant

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

SOLVE

This is no longer a working solution

0 Upvotes
isabelv4
Member

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

SOLVE

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 Upvotes
aljones
Contributor

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

SOLVE

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

0 Upvotes
isabelv4
Member

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

SOLVE

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 Upvotes
MFrankJohnson
Solution
Thought Leader

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

SOLVE

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


Frank on LinkedIn

HubSpot's Hiring World-Wide!