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DocMergy: Insert a Hyperlink

How to use DocMergy to insert dynamic hyperlinks and linked  text from HubSpot CRM Contacts & Deals records

Contact Based Examples 

  • Dynamic hyperlinks use a placeholder of any text of your choice but will take the website associated with the enrolled object and change according to the enrolled object.
  • If the contact has a property with a website URL in it then the Dynamic Hyperlink grabs that link and puts it in the text
  • You can see this in the address field at the bottom

 

Website URL (Edit Link) eg: This is Dynamic Link to the Website URL

  • The link here is just to show you, the text is a placeholder for the changing dynamic link 

Screenshot 2025-04-14 110320

Deal Based Examples

  • Dynamic hyperlinks use a placeholder of any text of your choice but will take the property with a URL (could be a website) associated with the enrolled object and change according to the enrolled object.
  • If the contact has a property with a URL in it then the Dynamic Hyperlink grabs that link and puts it in the text due to the token in the hyperlink

 

  • This URL will take you to your product image on the deal
  • Screenshot 2025-04-15 140017

 

URL (Edit Link): This is Dynamic Link to the Website URL