Add Direct Link to Contact/Opportunity in Notification Emails
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Heather Clayton
Is it possible to add a direct link or custom value for each opportunity card? For example, if my team wants to receive an email notification when someone books an appointment, we’d also like that email to include a direct link to the contact record or to the contact’s opportunity card.
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Divyam Bhadoria
Merged in a post:
Include CRM Link and/or Lead ID in available field values for triggers, emails, etc.
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Michael Jones
Best use case for this is when using triggers such as send HL user email or text, include a convenient link to the record you are referencing.Eg Trigger: When a user is assigned a task, send an email with the task details and link to easily click to view the lead. Without this, the user receiving the email has to copy the email, go into HL, search the contact, open, and find what they're looking for.
HIGHLVL-I-1091
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Divyam Bhadoria
Merged in a post:
Add "Link to Contact Record" as tag/variable
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Michael Romrell
My Automations include SMS/Email/Slack alerts to our Reps when Contacts engage. Would be great to include a direct link to the contact record (For a more immediate reply), as part of my message to the Assigned rep. Currently I can only link them to the general conversation or opportunity page.
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Gracen Duffield
I do this by creating a custom value for the location URL and then appending the contactid.
How to do it:
Open a contact in your GHL sublocation.
You will see a URL that looks like this in your browser address bar:
Create a custom value:
ghl-subaccount-contact-detail
Set the value of the custom value to everything up to the last / in your contact url:
ghl-subaccount-contact-detail
In your internal notifications, use this to create a link to the contact, using the existing contact.id field:
{{custom_values.ghl-subaccount-contact-detail}}{{contact.id}}
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Gracen Duffield
it would be helpful if there were a how-to article on this and/or a built in contact-link in the contact section.
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Keith Besherse
Gracen Duffield, that is a VERY helpful response.
Core Platform, can we get this technique added to Help?
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Keith Besherse
This is a native function of the Internal Notification (but not email or SMS notification).
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Mark Miller
The direct link is possible for the contact and probably also for the opportunity. If you look at the URL for the contact, what changes from one contact to the other is the last identifier, which is the contact ID. The way to set it up is to copy the rest of the URL and paste that in there as a constant, then add in the tag portion for only the ID variable. Once it fills that in, you will have the full URL.
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Gracen Duffield
Create a custom value for your GHL location and use that in your messages.
Steps:
- Open any contact in GHL and copy out the location information in the URL.
- Create a custom value using the location information.
- Use the custom value to create a contact link in your message.
Contact link: {{custom_values.ghl_location_contact_detail}}{{contact.id}}
Full message:
An appointment has been set for {{appointment.user.name}} with {{contact.name}}, on {{appointment.start_time}} {{appointment.timezone}}. Here are the notes for this appointment: {{appointment.notes}} {{contact.appointment_additional_info}}
Contact link: {{custom_values.ghl_location_contact_detail}}{{contact.id}}
Having said all that, it would be nice if GHL automatically built out the location info into a field. Maybe they do and I just don't know....