Sales Templates

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

Last updated: August 14, 2017

Available For:

Product: HubSpot Sales
Subscription: Free, 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
  • Click on the name of the contact to whom you'd like to send your template. 
  • Go to the Email tab.
  • Click on the Templates dropdown and select your template. 

Screenshot_6_26_15__11_58_AM

  • Your template will automatically appear in the rich text box. Customize the email if necessary, then click Send.  

Was this article helpful?