[Feature Request] Deal URL in variables/fields for emails/templates

Thomas Szteliga

Hello,

it would be great to have the possibility to insert a link to the current deal in an e-mail template or automation emails.

This would allow the recipient receiving a notification (from an automated task for example) to click directly to the deal.

Currently, it's not really possible because inserting in an email template or automation email things like https://contoso.pipedrive.com/deal/[Deal ID] will not result in an ACTIVE hyperlink in all e-mail clients.

Liz (Ops Designed)

@Thomas Szteliga you should be able to get the URL to hyperlink. Are you using Workflow automation? Here's the hack:

1. When you paste https://contoso.pipedrive.com/deal/ it's going to automatically hyperlink.
2. REMOVE the default hyperlink.
3. Add the [Deal ID] at the end of your url -- https://contoso.pipedrive.com/deal/[Deal ID]

Then, when the automation runs, it should hyperlink the full link w/ the actual ID automatically.

Let me know if that works!

- Liz

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Amit Sarda (AmitSarda.xyz)

I wrote this quick guide to address this problem:

https://sardamit.gumroad.com/l/link-pipedrive-deals-in-emails

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

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Thomas Szteliga

https://community.pipedrive.com/discussion/comment/39027#Comment_39027

Hello,

this doesn't seem to work. I mean — the mail contains the text https://contoso,pipedrive.com/deal/764, but it's not an active link (in Outlook). I know, that Gmail makes this text an active hyperlink, but Outlook does not.

Outlook and Thunderbird would render this text into an active hyperlink, but only, when the mail was plain/text, not text/html.

But maybe I'm doing something wrong?

oriolqc

Hi,

Same problem here… the hack doesn't work. In Outlook it shows the link as plain text (not clickable).

I think it's important to solve it, it really drops productivity not being able to click…

Thanks

Chase Bolt

We really need this feature. I can't believe this has been requested since 2023 and still no solution.

Thomas Szteliga

Any updates on this?