Overview
Customer Deep Links let you add shortcuts to each customer profile in Kolleno.
These shortcuts open the matching customer record in another system, such as your CRM, ERP, accounting software, or internal tools.
The links are dynamic, which means Kolleno automatically fills in customer details like name, reference, or external source ID so your team can open the right record in one click.
How to Set Up Deep Links
Deep links are set up at company level by Kolleno Support.
You provide a list of link templates, and Kolleno shows them on every customer where the data is available.
Please provide the following information to Kolleno Support:
Field | Description | Required |
Label | The name shown in the customer profile, for example View in CRM | Yes |
URL template | The URL pattern, including placeholders for customer data | Yes |
Order | Controls the display order. Lower numbers appear first | No |
Example
For a customer called Acme Corp with:
Source ID: EXT-123
Reference: REF-001
Label | URL Template | Order | Kolleno would show |
View in CRM | https://crm.example.com/accounts/{{ customer.source_id }} | 1 | View in CRM → |
ERP - {{ customer.name }} | https://erp.example.com/customers/{{ customer.ref }} | 2 | ERP - Acme Corp → |
Available Placeholders
Some examples of placeholders in both the label and url_template fields:
Placeholder | Description |
| Customer name |
| Customer reference |
| Source system ID |
| Total balance |
| Balance due |
| Overdue balance |
| Your company address |
The most common placeholder for links is {{ customer.source_id }}, because it often matches the customer ID used in external systems.
Please note that Kolleno can use as placeholders any value from extra_data (if sent via API) or custom field from your ERP synchronization.
Where Deep Links Appear
Once set up, deep links appear in Customer Hub > Configuration > Deep Links tab.
This tab only appears if at least one deep link has been configured.
Each link is shown with its label and a clickable URL, which opens in a new browser tab.
Common Uses
Teams often use deep links to:
open a customer record in a CRM such as Salesforce or HubSpot
open internal dashboards or admin tools for that customer
view customer history in support systems such as Zendesk or Freshdesk