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Jan 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.
Solved! Go to Solution.
Jan 26, 2019 5:37 PM - edited Mar 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
Jan 14, 2022 10:12 AM
Any Update to this? Should be pretty easy to implement since we have this feature already on other notifications.
Sep 1, 2021 4:23 PM
This is no longer a working solution
Jan 13, 2022 11:18 AM
yes - this doesn't work anymore. does anyone else have a solution?
Jan 26, 2019 5:37 PM - edited Mar 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