To send templates from Gmail, you must have the HubSpot Sales Chrome extension. Once you have the extension installed, follow these instructions to send a template:
- Navigate to your Gmail Inbox.
- Open up a new compose email window in Gmail. You will see a new bar at the top of the window.
- Add a recipient to the To field.
- Click on Templates.
- Select your template. You can use the search bar at the top to find a specific template or browse through Recent or All Templates.
- Once you've selected your template, click Insert.
- The template will now appear as the body of your email in the compose window. Customize the email if necessary, then send!
Please note: if the Templates button does not appear in your Gmail compose window, check out this article.