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Connected Email

Use sales tools in the HubSpot Sales Chrome extension

Last updated: June 28, 2022

Applies to:

All products and plans

Access the HubSpot sales tools directly in your inbox when composing emails with the HubSpot Sales Chrome extension installed.

Please note: to use your meetings tool in Gmail, you must have a connected calendar. To use your sequences tool in Gmail, you must have a connected personal email.

Snippets

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

  • 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. 
  • In the composer window, click the More dropdown menu and select Snippets.

insert-snippet-in-gmail

  • The most recently used snippets will appear. Select a snippet to add to your email body, or use the search bar to lookup a snippet name or shortcut.

lookup-a-snippet

  • To navigate to your snippets dashboard in HubSpot, click View All.

Templates

You can create or insert sales templates in Gmail.

  • 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. 
  • In the composer window, below the subject line, click Templates.
  • To create a new template, click Create new. In the template editor, set up your template, then click Save.
  • To insert a template, click the name of a template. Recently used templates will appear in the dropdown menu, but you can use the search bar to lookup a template by name or click View all to view all templates.
  • To edit a template, hover over the template, then click Edit. Update the template content in the editor, then click Save.
  • Once you select a template, it will be added to your email subject and body.

preview-template-in-gmail

If you notice that your Gmail email signature is removed after inserting a template, add the following HTML around your signature's existing HTML:

<div class="gmail_signature" dir="ltr">

{Your Email Signature}
</div>

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

  • Open Gmail and locate a sent email you would like to save as a template.
  • At the top of the email, click Save.

save-email-as-template

  • In the dialog box, enter a name for the template and make edits as needed.
  • Click Save template.
name-and-review-template-in-gmail

Documents

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

  • Compose a new email in Gmail and add a recipient.
  • In the composer window, click the More dropdown menu and select Documents.
  • Hover over a document to access a preview of the document content. Select a document to add to your email body, or use the search bar to lookup a document by name.
  • To collect an email address from anyone who views the document, click to toggle the Require an email address from all other viewers switch on. 

insert-document-in-gmail

  • To navigate to your documents dashboard in HubSpot, click View all
  • 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.
  • In the dialog box, enter the link's text in the Text to display field. Then click OK.
edit-document-link-text

Meetings

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. 

  • Compose a new email in Gmail and add a recipient.
  • In the composer window, click Meetings and select Scheduling links.

select-scheduling-link

  • Select a link.
  • The name of the meeting will be inserted into your email, and it will 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.
  • In the dialog box, enter the link's text in the Text to display field. Then click OK.
edit-meeting-link-text-in-gmail

Payments (Starter, Professional, or Enterprise only)

If you set up the payments tool to share payment links with your contacts, you can insert a payment link directly into an email using the extension. 

  • Compose a new email in Gmail and add a recipient. 
  • In the composer window, click the More dropdown menu, then select Payments

payments-gmail

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

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

Sequences (Sales Hub or Service Hub Professional or Enterprise only)

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. 

  • Compose a new email in Gmail and add a recipient.
  • In the composer window, click Sequences.
  • 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
  • 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
  • Hover over a sequence and click Select.
select-sequence-from-chrome-extension

Tasks

You can create a follow up task after you send an email in Gmail.  

  • Compose a new email in Gmail and add a recipient. 
  • In the composer window, click Tasks.
  • Select a task to be created when the email is sent, or click Custom Follow Up Task.
    • 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

create-follow-up-task-from-composer-window-gmail

The task is created after you send the email. Learn how to create and manage tasks using the sidebar in Gmail

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