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 following the instructions below:
- Compose a new email within Outlook and add a recipient.
- Within the HubSpot Sales section of the Message toolbar, 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.
Note: If HubSpot Sales is not appearing in Outlook, check out this article for troubleshooting instructions.