Link in email notification when lead is assigned

robert_holland
robert_holland Member Posts: 4 VERIFIED MEMBER
First Anniversary First Comment
edited March 3 in Sales CRM #1

Hello, I have a question. When I assign a lead to my colleague, he receives an email message. Is it possible to add a field with a direct link to this lead? Preferably with a button.

Tagged:

Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 235 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #2

    Hello @robert_holland,

    If you are using workflow automation, we could be able to include the link to the Lead within the email. I can share an automation setup here:

    Screenshot 2025-03-03 at 13.54.31.png

    In the body of the email, I am pasting the common link to the leads: https://app.pipedrive.com/leads/inbox/ followed by the Lead ID merge field without any space between them. This will create a clickable link within the email. I hope this helps :)

  • robert_holland
    robert_holland Member Posts: 4 VERIFIED MEMBER
    First Anniversary First Comment
    #3

    Hi Tony, Thanks for your help. When I follow this, my colleague, when he's clicking the link, ends in the "Planning". I've changed the "app" part in de url with our company name. This seems to work.

Categories