Add deal fields as URL parameters in email template

StefanSilicon Posts: 1
edited October 2022 in Ideas and Product Feedback #1

Hi, I'd like to be able to use fields as URL parameter values in email templates while keeping them:

  • Clickable for the delivered final email
  • Formatted, so keep them human-readable

My use-case is to use TypeForm's hidden fields feature as well as other third party services to forward specific property of the deal via URL (see video attached).

My proposal would be to allow adding field-tags into the link-formatting tooltip or referencing them somehow by plain text.

2 votes

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  • another potential use case is to send custom parameters to a google form to auto-fill the form with data from pipedrive or to circle back the response to the CRM