[Feature request] Additional fields in Email templates and Workflow automation Send email action

Hello,

it would be great to have a few additional fields for inserting in email templates. For the start:

  1. The ID of the Deal - could be for example used in the subject line of an e-mail;
  2. The URL (link) to the deal - so it can be inserted as a link.

There are already a lot more (than in Email templates) fields available in the "Workflow automation" -> "Send email" action, so this shouldn't be hard to implement, but in both places (Email templates and Workflow automation Send Email) the Deal URL is missing as a clickable link.

It would be great to have this in both places because in the Send email action (Workflow automation) when I try to use the prefix "https://contosocom.pipedrive.com/deal/" together with the field [Deal ID] the sent email will not have a clickable link containg the [Deal ID] part, only the "https://contosocom.pipedrive.com/deal/" part is clickable, which makes no sense.

 

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Comments

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

    I append the Person ID to the Person URL and it appears as a single link.

  • Thomas Szteliga
    Thomas Szteliga Posts: 18
    10 Comments 5 Up Votes First Anniversary Photogenic
    edited December 2021 #3

    I append the Person ID to the Person URL and it appears as a single link.

    @Amit Sarda in email templates or in workflow automation? I’ll check this again, but I’m quite sure missing the Deal ID in email templates…

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

    I append the Person ID to the Person URL and it appears as a single link.

    Yes, that's possible.

     

    But I know URL+PersonID works.

  • Thomas Szteliga
    Thomas Szteliga Posts: 18
    10 Comments 5 Up Votes First Anniversary Photogenic
    edited December 2021 #5

    I append the Person ID to the Person URL and it appears as a single link.

    I reviewed this, and:

     

    In Workflow automation -> Send email there is the Deal ID field available and I'm able to send an email containing the text "https://contosocom.pipedrive.com/deal/226" by using  the prefix "https://contosocom.pipedrive.com/deal/" together with the field "Deal ID". But the result is not a clickable link. I've checked this in:

    1. Outlook PWA - the result is NOT a clickable link,
    2. Outlook OWA (Web Access) - the result is NOT a clickable link,
    3. Mozilla Thunderbird - the result is NOT a clickable link,
    4. Outlook Desktop App - it's a clickable link.
    5. Windows Mail  - it's a clickable link.
    6. Outlook on iOS - it's a clickable link.

    But we're mostly using Outlook PWA and Outlook OWA.

    It's not a clickable link in these mentioned email clients, because the message source looks like this:

    [...]
    <p></p>
    <p>https://contosocom.pipedrive.com/deal/208</p>
    <br>
    <div data-pipedrivesignature=3D"">
    [...]

     

    So clearly "<a href=..." is missing in the source.

     

    In Email templates there is no field "Deal ID" available, so not way to build a link.

     

  • Thomas Szteliga
    Thomas Szteliga Posts: 18
    10 Comments 5 Up Votes First Anniversary Photogenic
    edited January 5 #6

    I append the Person ID to the Person URL and it appears as a single link.

    @Amit Sarda have you tested this in different mail clients?

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited January 6 #7

    I append the Person ID to the Person URL and it appears as a single link.

    No. I work with Gmail only.

  • Thomas Szteliga
    Thomas Szteliga Posts: 18
    10 Comments 5 Up Votes First Anniversary Photogenic
    edited January 20 #8

    I append the Person ID to the Person URL and it appears as a single link.

    But people are using lot of other e-mail clients, not just gmail, so it's clearly NOT WORKING as expected and not possible because it's relying on the client to render the links. Which would hapen if the mail was in PLAIN/TEXT, but won't happen in most e-mail clients if it's a MIME (HTML) message.