Email

Schedule a one-to-one email from the CRM or your Gmail inbox

Last updated: November 19, 2018

Applies to:

Sales Hub
sales-starter-pro-enterprise
Starter, Professional, Enterprise

With the Send Later feature, you can compose an email and schedule it to send at a later time. Emails can be scheduled from the CRM, or in Gmail or G Suite inboxes using the HubSpot Sales Chrome extension

Schedule an email from a contact, company, deal, or ticket record

Please note: your inbox must be successfully connected in order to schedule an email for later. Gmail, Office 365, and IMAP connected inboxes support the send later feature when scheduling emails from the CRM

  • In your HubSpot account, navigate to your contacts, companies, deals, or tickets
  • Click the name of a contact, company, deal, or ticket to open the record. 
  • Click the Email tab. 
  • Write your email body and add a subject line. 
  • Click Send Later and select one of the following options:
    • Tomorrow: send the email tomorrow at 8am; click the dropdown menu to specify the recipient's timezone. 
    • Customset a specific date and time for your send.
    • Best time to send: (Sales Hub Professional or Enterprise only) select within 24 hours or Best time to send this week to schedule a time with a higher likelihood of opens, clicks, and replies based on the recipient's previous email engagement.
  • Click Schedulecontact-record-send-later-in-crm

Once the email has been scheduled, you'll see the email logged on the record with a status of Scheduled. If you want to cancel the email send, click Actions in the top-right corner of the email engagement on the timeline, then click Delete

Please note: emails scheduled for later in the HubSpot CRM won't show up in your Gmail drafts folder. 

Schedule an email with the HubSpot Sales Chrome extension

Please note: this feature is only supported in Gmail and G Suite inboxes using the HubSpot Chrome extension. Office 365 and IMAP connected inboxes can still schedule emails directly in the CRM, but they cannot schedule emails directly in their mail client. 

To schedule an email send with HubSpot Sales:

  • Compose a new email in Gmail and add an email recipient.
  • Click the clock icon  time next to the Send button and select one of the following options:
    • Tomorrow: send the email tomorrow; click the dropdown menu to specify the recipient's timezone. 
    • Customset a specific date and time for your send.
    • Best time to send: (Sales Hub Professional or Enterprise only) select within 24 hours or Best time to send this week to schedule a time with a higher likelihood of opens, clicks, and replies based on the recipient's previous email engagement.
  • Click Schedule.

  • In your inbox, click the Scheduled Mail folder in the left sidebar menu. scheduled-emails-in-gmail
  • On the Scheduled emails screen, view your queued up emails. Hover over an email and click Delete to cancel an email send, or click Preview to see the drafted scheduled email.scheduled-email-outbox

How is the best time to send determined?

When predicting the best time to send, the data about the email you're sending and emails that have been sent with HubSpot in the past are taken into consideration. HubSpot calculates the probability that a person will open an email at a given time to find the best send time. The prediction takes the following into consideration:

  • Your recipient’s engagement with HubSpot-sent emails in the past. This data is gathered by looking at recipients' email history in your HubSpot account; your send history is not shared with other HubSpot users.
  • Similar recipients’ engagement with HubSpot-sent emails in the past.
  • Your recipient’s email address.
  • Your recipient’s device (mobile or computer).
  • Your recipient’s industry.
  • Your recipient’s time zone.
  • Your recipient’s country.
  • Your recipient’s job title.

Was this article helpful?

If you still need help you can get answers from the , or to contact support.