Sales Templates

How can I save a HubSpot Sales Template in Gmail?

Last updated: November 1, 2017

Available For:

Marketing: N/A
Sales: Free, Starter, Professional

You can now save email templates directly from your Gmail inbox with HubSpot Sales.

To save an email Template in Gmail:

  • Open Gmail and locate a sent email that you would like to save as a template.
  • Click Save at the top of the email to customize and save the template.

  • In the modal that appears, give your template a Name, then make edits as needed. You can customize the template's content, add personalization tokens, add a Meetings link, add it to a folder, and share with your team.

  • Once you are satisfied with the template's content, click Save template.

You will now have a new reportable template available for repeat use by you and your team members. 

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