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Smartlinks

Using smartlinks to open a contact by identifier

The Smartlink feature in RogerRoger lets you instantly open a contact (person or organization) using a unique identifier like an email address or phone number. It’s perfect for linking external data, like an Excel spreadsheet or CRM export, directly to RogerRoger contacts.

✅ What you can do with Smartlink

  • Instantly access contacts from tools like Excel, Notion, or Airtable.

  • Create seamless workflows by linking identifiers to RogerRoger.

  • Save time by skipping manual searches.

🔍 How it works

Smartlink URLs follow this structure:

https://app.rogerroger.io/smartlink?identifier=<value>&only=<type>

Supported Query Parameters

Parameter

Description

identifier

The value to search for (e.g. email address or phone number)

only

Optional. Restricts the search to either people or organizations

Examples

Search by email address (all contacts):

https://app.rogerroger.io/[email protected]

Search by phone number (only people):

https://app.rogerroger.io/smartlink?identifier=31612345678&only=people

Search by email (only organizations):

https://app.rogerroger.io/[email protected]&only=organizations

What happens when you use a Smartlink:

  1. You must be logged into RogerRoger with an active session.

  2. The system attempts to find an exact match based on the identifier.

  3. Results:

    • ✅ One match found: You’re taken directly to that contact.

    • 🔍 No match or multiple matches: The global search opens with relevant results.

🧠 Pro tip

Use Smartlinks to enhance workflows across tools. For example, in a spreadsheet with contact data, you can turn each identifier into a clickable link that opens the corresponding RogerRoger profile.

Name

Email

Link

Jane Doe

[email protected]

https://app.rogerroger.io/[email protected]

Acme Corp

[email protected]

https://app.rogerroger.io/[email protected]&only=organizations

🔐 Requirements

  • You must be logged into RogerRoger.

  • The contact must already exist in your workspace.

  • The identifier must exactly match what’s saved in the contact’s details.

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