[Feature Request] Deal URL in variables/fields for emails/templates
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.
Comments
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@Thomas Szteliga you should be able to get the URL to hyperlink. Are you using Workflow automation? Here's the hack:
- When you paste https://contoso.pipedrive.com/deal/ it's going to automatically hyperlink.
- REMOVE the default hyperlink.
- 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
Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations
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I wrote this quick guide to address this problem:
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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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?
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