Email

Send and reply to one-to-one emails

Last updated: August 14, 2018

You can send an email to individual contacts in HubSpot from from the contact record or from the associated company, deal, or ticket record. You can also reply to emails in HubSpot from the record timeline.

Please note: a connected inbox is required to send emails through the CRM. You can learn more about how to connect your inbox here.

Send one-to-one emails

  • Navigate to your contacts, companies, deals, or tickets.
  • Click the name of a record.
  • In the interactions box above the timeline, click the Email tab.
  • If needed, click the email address in the To field and select another email address associated with the contact to send your email to. To send from another email address associated with your user, click your email address in the From field. 
  • Enter a subject for your email.
  • Type the body of your message or click Templates to use one of your email templates. You can also insert documents and meetings links here or enroll the contact into an automated series of one-to-one emails by clicking Sequences
  • Use the icons at the bottom to format your text textColor; add hyperlinks link, images insertImage, snippets, and links to your knowledge base (Service Hub); edit your signature signature; and attach files attach

  • Click Send.

The email will be sent to the contact from your HubSpot user's email address. It will also appear on the contact's timeline. 

Reply to one-to-one emails

  • Navigate to your contacts, companies, deals, or tickets.
  • Click the name of the record. 
  • Locate the email on the record timeline and click Reply or, if the thread includes another member of your team, click Reply all to reply to both. Please note that if the email is from your team member to the contact and you click Reply, the email will go only to your team member, not the contact. 

  • Enter the body of your email. Use the icons at the bottom to format your text textColor; add hyperlinks link, images insertImage, snippets, and links to your knowledge base (Service Hub); edit your signature signature; and attach files attach
  • Click Send.

The reply email will appear as a new engagement on the contact timeline, along with any company or deal records that the contact is associated with. Click Expand to see previous emails in the thread.

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