Email

How do I send an email to a contact in the CRM?

Last updated: February 9, 2017

Available For:

Marketing: N/A
Sales: Free, Professional

You can send simple emails to individual contacts from within the HubSpot CRM either from the contact's record or from the associated company record.

From the contact record

  • In your HubSpot Sales account, navigate to Contacts.  
  • Find and click on the contact's name to access the contact record.
  • In the interactions box above the timeline, click on the Email tab.
  • Enter a Subject for your email then type your message or click on the Templates dropdown to use one of your HubSpot Sales Templates. Learn more about creating email templates in HubSpot CRM.
  • Click Send when the email is ready.

send_email

The email will be sent to the Contact from your HubSpot user's email address. It will also appear on the contact's timeline in the HubSpot CRM like this:

sample_email_timeline

From the associated company:

  • In your HubSpot Sales account, navigate to Companies
  • Click the name of the company. 
  • In the interactions box above the timeline, click the Email tab.
  • Click the Choose a recipient dropdown and select the contact to whom you'd like to send the email.

  • Enter a Subject for your email then type your message or click on the Templates dropdown to use one of your HubSpot Sales Templates. Learn more about creating email templates in HubSpot CRM.
  • Click Send when the email is ready.

Please note: if the contact replies to your email, the message will be sent to your inbox outside of HubSpot.