Email Tracking

Use sales tools in the HubSpot Sales Chrome extension

Last updated: December 4, 2018

Access the HubSpot sales tools directly in your inbox when composing emails with the HubSpot Sales Chrome extension installed. 

This article walks through using the following HubSpot sales tools in Gmail: 

Please note: to use your meetings tool in Gmail, you must have a connected calendar. To use your sequences tool in Gmail, you must have a connected inbox.

Snippets

When you're composing an email in Gmail, insert a block of text using a snippet

  • Compose a new email in Gmail and add a recipient. 
  • In the composer window, click Snippets
  • Select a snippet to add to your email body.
  • Or, click Manage snippets to go to your snippets dashboard in your HubSpot account.
HubSpot Help article screenshot

 

Templates

You can insert one of your sales templates in Gmail. 

  • Compose a new email in Gmail and add a recipient.
  • In the composer window, click Templates.   
  • Use the search bar at the top of the dialog box to search for a template by name or click the dropdown menu beside the search bar to filter your templates by All, Created by my teamCreated by me, and Recent
  • The Last used at column is user specific, so it will show the templates that were last sent by the user viewing the modal. You can sort your templates by the Last used at or the Created at column. 
  • Hover over the template you want to use and click Select.
HubSpot Help article screenshot

Additionally, after sending an email in Gmail that you want to use again, you can save it to your HubSpot account as a template. To do so:

  • Open Gmail and locate a sent email you would like to save as a template.
  • At the top of the email, click Save.

  • In the dialog box, enter a name for the template and make edits as needed.
  • Click Save template.
HubSpot Help article screenshot

 

Documents

In Gmail, you can insert a document link to track who's viewing your documents and see the data in HubSpot. 

  • Compose a new email in Gmail and add a recipient. 
  • In the composer window, click Documents.
  • In the dialog box, search for a document by name or click the dropdown menu beside the search bar to filter your documents by All, Created by my teamCreated by me, and Recent
  • The Last used at column is user specific, so it will show the documents that were last used by the user viewing the modal. You can sort your documents by the Last used at or the Created at column.
  • If you choose to, select the Require an email address from all other viewers checkbox to collect an email address from anyone else besides your recipient who views the document.
  • Hover over the document you wish to use and click Select. documents-sales-modal
  • A link to the document will appear in the email body. To change the raw link into hyperlinked text, click the link and select Change.
  • In the dialog box, enter the link's text in the Text to display field. Then click OK
HubSpot Help article screenshot

 

Meetings

Instead of manually copying and pasting your meetings link, you can directly insert one of your meetings links in a Gmail email.

  • Compose a new email in Gmail and add a recipient. 
  • In the composer window, click Meetings.  
  • Select a meetings link
  • The name of the meeting will be inserted into your email, and it will be hyperlinked with your meetings link URL.
  • To change the link text that recipients see, click your meetings link in the email body and select Change.
  • In the dialog box, enter the link's text in the Text to display field. Then click OK.
HubSpot Help article screenshot

Sequences (Sales Hub Starter, Professional, or Enterprise or Service Hub Starter, Professional, or Enterprise only)

Paid Sales Hub and Service Hub users with a connected inbox can enroll contacts in sequences from Gmail: 

  • Compose a new email in Gmail and add a recipient. 
  • In the composer window, click Sequences
  • In the dialog box, use the search bar to search for a sequence by name, or click the dropdown menu beside the search bar to filter your sequences by AllCreated by my teamCreated by me, and Recent.  
  • The Last used at column is user specific, so it will show the sequences that you last sent. You can sort your sequences by the Last used at or the Created at column.
  • Hover over a sequence and click Select.
HubSpot Help article screenshot
HubSpot Help article screenshot