Sending a Link to a Record in an Email template

Sending a Link to a Record in an Email template

I recently introduced CRM Blueprints for the Deals module in my organization, and since our sales process involves several people from different departments, I created a few email templates to be used in the Email Notifications of some of the transitions, to let a user or group know that they need to take action or just be informed of a status change for that deal.

Even though everything was working as expected, shortly after setting this up, some users came up to me asking if the notification email could include a link to that specific deal, so that they didn't need to manually open the CRM and search for that Deal.

This, of course, made complete sense to me. But after taking some more time exploring the email template creation tool, I soon found out that there is no way to do this, since the "Create Link" button only allows for a fixed URL. I even opened a request here, but the answer was that it was not possible.

So after some thought, I finally figured out a workaround to do this...
  1. First, I added a text field in the email template with part of my company's Zoho CRM URL. Something like "https://crm.zoho.com/crm/<org ID>/tab/Potentials/"
  2. Then, right after this text, I added the link to the deal ID, using the "#" key and selecting Deals - Deal ID
This creates a single text line that looks like this "https://crm.zoho.com/crm/<org ID>/tab/Potentials/<deal ID>", that email apps interpret as a valid URL link. 

It's now working perfectly and users are happy again!
And it even works with Smartphones with the Zoho CRM app installed. When you click on the link included in the email on your smartphone, it opens up the Zoho CRM app, right on your Deal!

Hope this helps someone struggling with the same problem.
And if you know of an easier way to do this, please share.

Be safe!
Bruno

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.








                              Zoho Developer Community



                                  Bootcamp
                                  Community
                                  Pricing
                                  Webinars
                                  What's New
                                  Integrations
                                  Contact Support
                                  Contact Sales
                                    Zoho Survey Resources
                                      Features
                                      Survey Templates
                                      Integrations
                                      Community
                                      iOS Mobile Surveys
                                      Pricing
                                      Android Mobile Surveys
                                      Insurvey Blogs
                                      Insight Blogs
                                      Tips & Tricks





                                                  Latest Feature Updates

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        Zoho SalesIQ Resources


                                                              Manage your brands on social media
                                                              Access Zoho Social

                                                                Zoho Pagesense Resources


                                                                    Zoho TeamInbox Resources

                                                                      Zoho DataPrep Resources


                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • How to track a list of ALL the items that ONE customer bought?

                                                                                                                  Hello, I am interested in getting a list of all the items that only ONE of my customers bought, and the invoices are what show up instead. It's very tedious to go through every single invoice when we sell a lot of items to this customer. Surely there

                                                                                                                • Exchange Rate Updates

                                                                                                                  Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

                                                                                                                • Locked Out of Super Admin Account

                                                                                                                  I'm locked out of my Super Admin account and the external e-mail is no longer associated with it. There seems to be a problem during set up, the system ought to ask to assign a new password instead of using Google accounts. Please help me get back access.

                                                                                                                • Emails are going to notification folder and not in inbox

                                                                                                                  emails are going to notification folder and not into inbox

                                                                                                                • 550 5.4.6 Unusual sending activity detected. Please try after sometime

                                                                                                                  Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking

                                                                                                                • Projects Home Customization

                                                                                                                  Hello! We've been in Zoho One since July of last year, and my team has started providing feedback on what they'd like to do. Their latest wish is that they could have more control over the Projects Home content. For example, they want a card that shows

                                                                                                                • IMAP search support

                                                                                                                  Does Zoho Mail support IMAP search? https://www.rfc-editor.org/rfc/rfc9051.html#name-search-command TEXT <string> Messages that contain the specified string in the header (including MIME header fields) or body of the message. Servers are allowed to implement

                                                                                                                • Performance is degrading

                                                                                                                  We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

                                                                                                                • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

                                                                                                                  It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

                                                                                                                • bouncing emails

                                                                                                                  My recurring invoices have bounced back

                                                                                                                • Probable Scam / Phising attempt from email pretending to be Zoho

                                                                                                                  I think this is a scam email right? It says "zohCworkplace.com". I'm on the Mail Free plan The link in the CTA button seems to go to a redirect. Just wanted to bring it up to the security team.

                                                                                                                • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

                                                                                                                  I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The

                                                                                                                • Email Address Search in "To" Field Search is broken, Zoho refuses to fix it

                                                                                                                  Typing a part of the email address string other than the beginning of the string does NOT work, I kindly urge Zoho to fix this. Let's say you remember writing an email so someone called "smith" from company "corp.com", but can't remember their first name,

                                                                                                                • Emails not being received by @hotmail.com, @outlook.com and a few others

                                                                                                                  When I try to send emails from zoho mail to people with email addresses ending @outlook.com and @hotmail.com (and a few others), I get a 'delayed' automatic email and then a few hours later, an 'undelivered' automatic email. This has started a few months

                                                                                                                • scroll bar for far left of screen

                                                                                                                  I am unable to even see the scroll bar to the right of "inbox" etc on the left; it is stuck at "streams" and I can't get to inbox or anything else. It would help if it could be made a lighter color as the black or dark grey can't bee seen.

                                                                                                                • OUt of office every friday

                                                                                                                  Hi, I tryed to configure my out of office, because i'm not working or emailing on fridays. But when i select only friday as unavailable day, the out of office still sets for the whole week. What am I doing wrong?

                                                                                                                • Signature line

                                                                                                                  How do I set signature line in email

                                                                                                                • Zoho email

                                                                                                                  I cannot send email to mail.ru

                                                                                                                • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー CRMで始めるマーケティング事例 / AI活用法(Zia Agents)

                                                                                                                  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で東京 Zoho ユーザー交流会 NEXUS を開催します！ 昨年度までより、さらにパワーアップして戻ってきました！ ユーザー活用事例は、2人のユーザーさんからお話しいただきます。Zoho サービスの活用の幅を広げたい方や、他のユーザーの利用法を気軽に知りたい方など、多くの方にとって学びのあるセッションになること間違いなしです✨ また今年は、これまで以上に、AI機能にも焦点を当てて行く予定です。 初回として、Zoho社員からZoho

                                                                                                                • Issue Exporting Data – CSRF Token Invalid Error

                                                                                                                  Dear Zoho Team, We are experiencing an issue when exporting data from our Analytics workspace. Whenever we attempt to export data from our analytical pool, the system displays the following alert message: Alert Message: The CSRF token is invalid. It could

                                                                                                                • Deluge Learning Series – Client functions in Deluge | January 2026

                                                                                                                  We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the

                                                                                                                • Zoho Mail 505 error I can not send email

                                                                                                                  Hi, I’m having issues sending emails from my custom domain email address. When I send emails to Outlook addresses, I receive an “Undeliverable 505” error. However, emails send and receive correctly when I use Gmail. This is important for my business,

                                                                                                                • Multiple MFA Methods

                                                                                                                  With SMS-based MFA methods being discontinued, there is now no way to have mutliple MFA methods. I'd like to add my zoho account on two seperate phones using the Google Authenticator app. In the https://accounts.zoho.com/home#multiTFA/modes you can only

                                                                                                                • Reuse Standalone Function

                                                                                                                  I noticed that there's a missing information in documentation to reuse a standalone function and it is because the parameters require an argument. Here is my code and it is working. response = invokeurl [ url: "https://people.zoho.com/api/v3/function/sample/execute"

                                                                                                                • Domain renewals

                                                                                                                  Need to know how hoe to renew the domain

                                                                                                                • MX shopify problem

                                                                                                                  hello, i added all MX values in my shopify DNS - it shows those values on the shopify panel + your toolkit. I tried to send some email and it works, however on my gmail it says they cant verify this email. When i try to answer into my domain's email -

                                                                                                                • Best Way to Manage Email Notifications While Running a Strategy Website

                                                                                                                  I am currently managing a content-based website, and I use Zoho Mail for handling contact forms, user queries, and collaboration emails. One challenge I am facing is organizing incoming emails efficiently, especially when messages come from different

                                                                                                                • What is the maximum email domains ?

                                                                                                                  I help manage about 20 associations and I'm looking for a way to centralize them in one place. Does Zoho Mail pro or enterprise support 20-30 domains for 3-5 users each?

                                                                                                                • Add to Workdrive filter

                                                                                                                  I'm trying to create a filter that will upload attachments in emails and the e-mail body to a folder in workdrive. I am able to do one or the other (attachment, or e-mail content), but not both. I first tried it using the "Email (EML) + attachment" option.

                                                                                                                • Forgot my admin Panel Id and password

                                                                                                                  Sir, I have an account , where a domain mycityestate.in is added for Zoho email , now it is hard for me to manage email because i have forgotten the Email account and password registered with Admin Panel of Zoho. Just need email name which is registered

                                                                                                                • MCP no longer works with Claude

                                                                                                                  Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

                                                                                                                • Knowledgebase SEO

                                                                                                                  We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

                                                                                                                • Problem with CRM Connection not Refreshing Token

                                                                                                                  I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

                                                                                                                • New Features: Repeat Last Action, Insert Cut/Copied Rows/Columns and Hyperlink

                                                                                                                  You might have noticed the constant updates to Zoho Sheet of late. Here are 3 more features that have been added to Zoho Sheet recently: F4 - Repeat Last Action Insert Cut/Copied Rows and Columns Insert Hyperlink Here is a screen cast demonstrating each of these features. Read further below to learn more about these new features. F4 - Repeat Last Action: You can now repeat the last action you made on your spreadsheet by using the keyboard shortcut, F4. It is quite handy and helps you get your work

                                                                                                                • Need help getting my mail on iPhone and Tablet

                                                                                                                  I need to access my Zoho mail via the iPhone Mail app. I have entered the login name, password and the incoming and outgoing servers, which my Mail Settings page says are imappro.zoho.com and smtppro.zoho.com. The iPhone keeps saying it cannot authenticate.

                                                                                                                • Add an background image to an email template in CRM

                                                                                                                  Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, but

                                                                                                                • Is there a way to show contact emails in the Account?

                                                                                                                  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

                                                                                                                • How do I bulk archive my projects in ZOHO projects

                                                                                                                  Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

                                                                                                                • Copy contents of File Upload Field into Workdrive

                                                                                                                  Hello, I have set up our CRM so that a Workdrive folder is automatically created for each Deal via workflow, this adds the id of the folder into a dedicated field. We also have a field on each Deal called 'Approved Layout', which is a file upload field.

                                                                                                                • Deleting a memorized email address

                                                                                                                  How can I delete a memorized email address? Even though the address has been deleted from Contacts, Zoho mail still auto suggests the address when typing it into the TO field. Thanks!

                                                                                                                • Next Page