Last updated: June 28, 2023
Access the HubSpot sales tools directly in your inbox when composing emails with the HubSpot Sales Chrome extension installed.
When you're composing an email in Gmail, insert a block of text using a snippet.
You can create or insert sales templates in Gmail.
After sending an email in Gmail that you want to use again, you can save it to your HubSpot account as a template.
You can insert a document link to track who's viewing your documents and see the data in HubSpot.
You can insert one of your meeting links in a Gmail email so your contacts can access your scheduling page. You can also insert proposed times directly into the email so your contacts can select an available time slot directly from the email.
Users with an assigned Sales Hub or Service Hub Professional or Enterprise seat and a connected personal email can enroll contacts in sequences from Gmail.
You can create a follow up task after you send an email 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.
Learn how to create and manage tasks using the sidebar in Gmail.