Including a link to a deal in an email reminder to the sales team
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Kate_44532
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Hi - we have automations set up to remind sales people by email when a deal has been in a pipeline stage for too long i.e. you need to move this deal along ASAP. It would be great if I could add a link in that email back to the pipedrive deal. Is this possible?
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Best Answer
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Hello @Kate_44532,
If you use the Send Email option within workflow automations, we can create a link to the deal. Here is an example step-up:
To generate the link, you use the text
app.pipedrive.com/deal/
and at the end, you can add the Deal ID field without any space between them. As a result, the email sent will contain a link like the following:I hope this helps :)
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Answers
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Perfect - thank you.
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