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Automation problem

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This question has been flagged
crmautomatic_emailobject_id
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Saussu Marvin

Hello,


I have been trying for a few days to automate some things in CRM but nothing works.


I am trying to make sure that an email with a link to my appointment website page is sent when an opportunity is created in CRM, and that with this link, the appointment booking by the client updates the opportunity created and does not create a new one.


With the help of Chat GPT I know the procedure to follow to do this but it is impossible to set it up because its information is not up to date.


For him I have to:


1: Create a hidden field "Opportunity ID" in the form of my appointment web page, which I can do by modifying its code.

2: Make sure that the link in the email sent to the customer is linked to this ID by adding ?lead_id={{ object.id }} at the end of it so that the "Opportunity ID" field of the form is automatically filled in.


This is where it gets stuck, it is impossible to send the email in HTML format, they are sent in plain text and therefore the link is not valid because what is in the url becomes ?lead_id={{20%object.id%20}} and therefore the form field captures "{{" and not the object.id.


Can you help me?


Thanks in advance.

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