Deal ID available on Email Templates please

Josue Camargo
Josue Camargo Posts: 5
edited July 2022 in Sales CRM #1

Hello everyone.

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

--

View the details inside Pipedrive using the following link:

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

--

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

¿Is there any workaround or solution?

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Comments

  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited June 2022 #2

    Are you using send email or send email template?

  • Josue Camargo
    Josue Camargo Posts: 5
    edited June 2022 #3
    Boris Tsibelman said:

    Are you using send email or send email template?

    Email Template, the email contains multiple fields and needs some formatting.

  • Kreete K
    Kreete K Moderator Posts: 295
    100 Comments 5 Answers Second Anniversary 5 Likes
    CUSTOMER SUPPORT
    edited March 2022 #4

    Hi Josue!

    In this case, if you are using Pipedrive Automations, then selecting "Send Email" (instead of Email Template) will give you an option to use different fields, and Deal ID is also included. This way you can set up needed link from your side. An example here: https://sharing.pipedrive.com/jcICZw

  • Isabelle Bailleux
    Isabelle Bailleux Posts: 4
    First Comment
    edited June 2022 #5

    I found a solution : 
    make an automation to put the deal id in an already existing deal field
    Then use this field as the deal ID in your email template

    We have to work smart due to the lack of customers voice... Thanks Pipedrive !!!!

  • Josue Camargo
    Josue Camargo Posts: 5
    edited July 2022 #6

    Just following up this topic.

    I already tried the "Send email" but the editor lacks functionality and the emails sent this way look awful.

    I will try the automation suggested by Isabelle

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