Sales Templates

How can I send Templates from Gmail using HubSpot Sales?

Last updated: September 13, 2016

Available For:

Product: HubSpot Sales
Subscription: Free, Professional

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