Sales Templates

How can I send my templates from the CRM using HubSpot Sales ?

Last updated: December 19, 2017

Available For:

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

After creating your email template, you can easily use it to send emails to your contacts from the CRM. To do so:

  • Navigate to Contacts.
  • Select the contact to whom you'd like to send the template.
  • On the contact record, click the Email tab. Then click Templates.
  • In the dialog box, hover over the template you wish to send and click Select

  • Customize the content as you see fit and click Send.
  • The email will be tracked automatically, and the information will be fed back into your template reports.

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