Add option to include contact profile link for internal emails
We have internal emails set up so we know when signups have 2 days left in their trial. It would be very helpful to include a link in that email that can take us right to the contacts profile page.
It would be helpful if we could link to a lead's contact record in the lead notification email that is sent to an internal salesperson upon completion of a workflow. We currently provide various stats (clicks, page views, contact info, source, etc.), but our sales team would like to be able to click a link that takes them directly to the contact information page in HubSpot or Salesforce.
This is live in all portals!
There is now personalization token named Internal Contact Record. (called HUBSPOT_CONTACT_RECORD) when embedded.
Can we have this added for companies as well?
M N commented
and for Salesforce use this link:
M N commented
To create a “View Contact in HubSpot” link, use URL
making sure to replace HUBID with your actual Hub ID number.
Nolan Gray commented
Type in your company name as seen below, and add Lead ID from the personalization button at the end of your link after the slash
This would be hugely valuable given sales reps cannot access lists for themselves. How else can they access the lead's info when they receive an internal notification??
Mike Riding commented
Agreed. Whenn a form is filled out, I get an email from HS with the contact info and at the bottom a link that says "View Contact in HubSpot."
I'd like to be able to add this link to internal emails to sales reps; for example, when a lead visits and abandons the pricing page.
AdminHubSpotter (Admin, HubSpot) commented
Makes sense! We are working on surfacing this dynamic link. Stay tuned!