Smart Links for Leads, Contacts and Deals

 

If you have any order tracking or 3rd party internal systems that function off a unique URL ID, you can use Smart Links tool to dynamically link to them directly from your Leads, Contacts, and Deals within Base.

 

CREATING AND USING SMART LINKS

We'll use YouTube as the 3rd party tool in this example, and we'll add a Smart Link to a Contact.

Each YouTube video has a unique identifier at the end of its URL.

In order to open up a Contact's YouTube video directly from their Contact Card, you would start by grabbing that unique identifier - dQw4w9WgXcQ. 

Store that identifier in a Custom Field on your Contact Card. In this case, we've stored it within a Custom Field entitled YouTube.

TIP: More information on Custom Fields can be found in this support article.

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Once saved there, head over to your Contact Settings page and select Smart Links. You can also get there directly by clicking here

Click on "Add Smart Link" to begin setting up where that Custom Field will point. 

You can name the Smart Link to whatever you'd like - in this case, we'll name it YouTube. 

You'll then need to enter in the URL for YouTube, minus the unique identifier. At the end of the URL, click on the Insert Merge tag button to add in the name of the Custom Field where that unique identifier is stored. 

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Select whether you'd like the link to open within Base, or within a new window, and you're all set! Hit Save to complete setup. 

You'll then be able to visit any Contact with that field filled in and hit the Smart Links option to open it within a new window.