Sales Templates

How do I send templates from Outlook using HubSpot Sales?

Last updated: November 16, 2017

Available For:

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

To send templates from Outlook, you must first install the HubSpot Sales Add-On for Outlook. Once you've installed HubSpot Sales for Outlook, you can send templates from Outlook by taking these steps:

  • Compose a new email within Outlook and add a recipient.
  • Within the HubSpot Sales section of the Message ribbon, click Templates.
  • Choose one of your Recent Templates or select All Templates to browse through all of your templates. Once you've selected your template, click Insert.
  • Customize your template if needed, then click Send.

Please note: if HubSpot Sales is not appearing in Outlook, check out this article for troubleshooting instructions. 

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