Feb 8, 2019
1:21 AM
- last edited on
Sep 17, 2019
6:49 AM
by
roisinkirby
You can link to a contact's Salesforce record by appending the personalization token for 'Contact ID' or 'Lead ID' as part of a URL link that you specify in the email editor. A time when you may want to use this option is when sending an internal email via a HubSpot workflow. Click here to learn how to send an internal email using workflows.
Please note that this work-around only works for Marketing Hub Professional and Enterprise accounts.
There are existing personalization tokens for the Salesforce 'Contact ID' {{contact.salesforcecontactid}} and Salesforce 'Lead ID' {{contact.salesforceleadid}}.
To check your work, try sending yourself a test email as a particular contact who is already syncing with Salesforce and contains a 'Lead ID' or 'Contact ID' value in their HubSpot contact record. The test email should display a complete URL. When clicked, the URL should take you to that contact's Contact or Lead record in Salesforce.
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