Use sales tools in Gmail with the HubSpot Sales Chrome extension

Access sales tools directly from your Gmail inbox with the HubSpot Sales Chrome extension. Enroll a contact in a sequence, use templates, and insert meeting links without leaving Gmail. Integrating these tools into your workspace helps you streamline outreach and track communications in your HubSpot account. For example, you can send a tracked email to a lead using a template and create a follow-up task directly from your inbox. 

To customize the sales tools that display when composing an email, learn how to customize the sales toolbar. 

Before you get started

• To access sales tools in Gmail, install the HubSpot Sales Chrome extension. 
• To use the sequences tool in Gmail, you must have a connected personal email.
• To use the meetings tool in Gmail, you must have a connected calendar.

Documents

Insert a document link to track who's viewing your documents and see the data in HubSpot.

1. Compose a new email in Gmail and add a recipient.
2. In the sales toolbar, click the More dropdown menu and select Documents.

3. Hover over a document to access a preview of the document's content. Select a document to add to your email body, or use the search bar to search for a document by name.
4. To navigate to your documents dashboard in HubSpot, click View all. 
5. When you select a document, a link to the document will appear in the email body. To edit the hyperlink text, click the link and select Change.
6. In the dialog box, enter the link's text in the Text to display field. Then click OK.

Meetings

Insert a meeting link in an email so your recipients can access your scheduling page. You can also insert proposed times directly into the email so recipients can select an available time slot directly from the email. 

1. Compose a new email in Gmail and add a recipient.
2. In the sales toolbar, click Meetings and select Scheduling links. Then select a meeting link. 

3. The name of the meeting will be inserted into your email, and it'll be hyperlinked with your scheduling page URL. To change the link text that recipients see, click the scheduling link in the email body and select Change.
4. In the dialog box, enter the link's text in the Text to display field. Then click OK.

Payments

After you've set up the payments tool to share payment links with your contacts, you can insert a payment link directly into an email. 

1. Compose a new email in Gmail and add a recipient. 
2. In the sales toolbar, click the More dropdown menu, then select Payments. 

3. Select the payment link you want to share in the email. 
4. Click Send. 

The email recipient can then click the payment link to complete the checkout process. Learn more about collecting payments in HubSpot. 

Prospecting agent

Enroll CRM contacts in the prospecting agent directly from your inbox to manage outreach and execute personalized communication without navigating away from Gmail. Learn more about setting up and using the prospecting agent.

Please note: you can manage AI feature access in your AI settings and configure what data is shared. Review HubSpot's AI Trust FAQs and AI Model Cards for detailed information on AI security controls, data use, and compliance.

To enroll a contact in the prospecting agent when composing an email:

1. In Gmail, compose a new email or navigate to an existing email thread.
   • The email recipient must be an existing contact in your CRM.
2. In the sales toolbar, click More and select Enroll in Agent.

3. Continue to confirm the prospecting agent guardrails to enroll the contact in the prospecting agent.

To enroll a contact in the prospecting agent from a contact profile:

1. In Gmail, click the sprocket sprocket icon in the right sidebar menu.
2. In the right panel, on the Contacts tab, search for the contact you want to enroll and click the contact’s name.
3. Click More and select Enroll to Agent.

4. Continue to confirm the prospecting agent guardrails to enroll the contact in the prospecting agent.

Sequences 

A connected personal email is needed to enroll contacts into sequences from Gmail. 

1. Compose a new email in Gmail and add a recipient.
2. In the sales toolbar, click Sequences.
3. In the dialog box, use the search bar to search for a sequence by name, or click the Owner dropdown menu and select a filter option. 
4. The Last used at column is user specific, so it will show the sequences that you last sent. To sort your sequences, click a column header. 
5. Hover over a sequence and click Select.
6. In the next window, customize the body of your sequence templates and your sequence settings. Learn more about personalizing your sequence email content. 
7. Specify the email template you want the sequence to start at, set delays between sequence steps, and specify times that you'd like each sequence template to send. When you're ready, click Start sequence.

Snippets

When you're composing an email in Gmail, insert a block of text using a snippet.

1. Compose a new email in Gmail and add a recipient.
   • If you add an email recipient after you insert a snippet, any personalization tokens included in the snippet will update with the recipient's information. 
2. In the sales toolbar, click the More dropdown menu and select Snippets.

3. Select a snippet to add to your email body, or use the search bar to look up a snippet name or shortcut.
4. To navigate to your snippets in HubSpot, click View All.

Tasks

Create a follow up task after you send an email in Gmail.

1. Compose a new email in Gmail and add a recipient. 
2. In the sales toolbar, click Tasks.

3. Select a task to be created when the email is sent, or click Custom Follow Up Task.
4. In the dialog box, enter a name for the task in the Task Title field, then use the date and time picker to select the date and time when the task is due. Click Save.
5. Click Send to send your email and create the task. Learn how to create and manage tasks using the sidebar in Gmail. 

Please note: if you use the Scheduled Send option, a task will not be created. You must manually send the email in order to create a follow up task.

Templates

Create or insert sales templates in Gmail.

1. Compose a new email in Gmail and add a recipient.
   • If you add an email recipient after you insert a template, any personalization tokens included in the template will update with the recipient's information. 
2. In the sales toolbar, click Templates.

3. To create a new template, click Create new. In the template editor, set up your template, then click Save.
4. To insert a template, click the name of a template. Recently used templates will display in the dropdown menu. You can also use the search bar to search for a template by name or click View all to view all templates.
5. To edit a template, hover over the template, then click Edit. Update the template content in the editor, then click Save.
6. Once you select a template, it'll be added to your email subject and body.

<div class="gmail_signature" dir="ltr"> 
{Your Email Signature} 
</div>

Save an email as a template

After sending an email in Gmail that you want to use again, you can save it to your HubSpot account as a template. 

1. Open Gmail and locate the sent email you'd like to save as a template.
2. At the top of the email, click salesTemplates Save icon.

3. In the dialog box, enter a name for the template and make edits as needed.
4. Click Save template.