How do I create a unique URL inside of an email template using deal ID or some other reference?

Hi Pipedrive Community,

I am trying to create a unique URL inside of an email template that contains the deal ID or some other unique ID. From others I have taken the approach of having it start as plain text and when it sends it will become a link. (Although even this workaround may not work in all email clients)  

I can not use the field Deal Name or anything else that I see listed as options in the Fields drop down because the link will not work if there are space in the resulting field data. 

For example: www.companyname dot com/partners/bobs big deal 

ends up in the users inbox as www.companyname.com/partners/bobs big deal. 

I have considered creating a custom field such as Company Deal ID, but then I believe the sales team would have to enter this each time a deal is created and the entire point of this is to work them out of the process. 

Two others have posted something similar: 

https://community.pipedrive.com/post/dynamic-url-link-inside-email-template-607debd0d8ac1b9f76db1d26

https://community.pipedrive.com/post/custom-fields-in-email-template-url-604905ff8ba1c17db3f027cf

However, they have not received any solid responses. I hope someone can offer a good suggestion on how to tackle this so I can stop pulling out my hair. 

Thank you 

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    What were you planning to put in Company Deal ID? You can reference the deal ID by using the [Deal ID]. Although I think the link breaks.

     

  • Charles Douthitt
    Charles Douthitt Posts: 2
    edited May 2021 #3

    What were you planning to put in Company Deal ID? You can reference the deal ID by using the [Deal ID]. Although I think the link breaks.

     

    Hi Amit - I was considering just copying the deal ID and retyping its value into a custom field that I would call "company Deal ID". This would allow me to reference a unique value in the email template editor, but I really dont want to go down this path as it just creates more work. 

    Specifically, how do I reference deal id in the email template editor? I tried typing [Deal ID] but I dont see anything suggesting its going to reference the actual deal, and [Deal ID] just shows up in the final email. 

    Thanks for helping. 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited May 2021 #4

    What were you planning to put in Company Deal ID? You can reference the deal ID by using the [Deal ID]. Although I think the link breaks.

     

    This is what it should look like.

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  • Hugo_5566
    Hugo_5566 Posts: 6
    edited July 2021 #5

    Same request. Follow

  • Josue Camargo
    Josue Camargo Posts: 5
    edited February 25 #6

    I have created an automated workflow that sends an email to some stakeholders every time a deal is Won. I would like to create a link en the email so hey click the link and see the details in Pipedrive directly, without the need for searching.

    Something like

    https://mycompany.pipedrive.com/deal/DEALID

    But the Deal ID is not available on the mergefields for email templates.

    ¿Is there any workaround or soution?