1 22, 2019 6:56 PM
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.
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1 26, 2019 5:37 PM - 編集済み 3 17, 2020 1:54 AM
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 Notification
- see image (Resulting Email Notification Example)
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
1 14, 2022 10:12 AM
Any Update to this? Should be pretty easy to implement since we have this feature already on other notifications.
9 1, 2021 4:23 PM
This is no longer a working solution
1 13, 2023 11:47 AM
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.
1 13, 2022 11:18 AM
yes - this doesn't work anymore. does anyone else have a solution?
1 13, 2023 11:47 AM
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.
1 26, 2019 5:37 PM - 編集済み 3 17, 2020 1:54 AM
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 Notification
- see image (Resulting Email Notification Example)
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