Last updated: January 19, 2023
|All products and plans|
HubSpot sales tools allow sales reps to easily manage and complete their daily tasks, including sending emails to prospects, making calls, and booking meetings. You can also streamline and centralize your sales communications, including incoming emails or messages sent via a chat widget on your website, in the conversations inbox.
Sales managers can use the reporting tools in HubSpot to monitor their team’s progress, identify areas of improvement, and make sure the team is on track to hit their sales goals. You can also use the sales tools on the go using HubSpot's mobile app.
Below is an overview of tasks that will get you started with HubSpot's sales tools. Within each section, you’ll find links to detailed instructions for each task. Before getting started, make sure you’re logged in to your account. Learn more about logging into HubSpot.
Keep track of your daily to-do list using the tasks tool. You can create tasks for upcoming calls, emails, and other to-do items. On your tasks home, filter for tasks that are due that day so you know what you need to prioritize. Or you can choose to receive a summary of your outstanding tasks in a daily digest email. Mark tasks as complete as you work through the list, and create follow-up tasks if you need to revisit something in a few days. You can also manage your tasks on the go using the HubSpot mobile app.
- Use tasks
- Receive a summary of your tasks every weekday
- Understand your task performance
- Use tasks in the HubSpot mobile app
Track potential revenue opportunities using deals. Store information such as close date, deal amount, and deal owner in a deal record. Monitor your deals in a pipeline as they move through different stages to identify and resolve any roadblocks.
- Create deals
- View and edit deals
- Set up and customize your deal pipeline and stages
- Automate tasks on deal stages (Sales Hub Starter, Professional, and Enterprise only)
Send sales emails
Send pre-made or from-scratch sales emails from a contact record in HubSpot, using the HubSpot Sales email extension or add-in in your email inbox, or using the HubSpot mobile app. Sales emails can contain documents and scheduling links, as well as pre-made snippets.
To send one-to-one emails to a contact from a record, you’ll need to connect your personal email to HubSpot in your account settings. You can also connect a team email address to the conversations inbox for shared communication.
To access the sales tools directly from your personal email account, install the HubSpot Sales email extension or add-in. Using the extension, you can log emails you send from your inbox to the recipient’s record in HubSpot and track if they open the email.
- Connect your personal email: Gmail | Office 365 | IMAP | Exchange
- Install the HubSpot Sales email extension or add-in: Gmail | Office 365 | Outlook desktop
- Use sales tools in the extension or add-in: Gmail | Office 365 | Outlook
- Create and send sales email templates
- Send and reply to one-to-one emails
Book meetings on your calendar
When you need to book demos and calls, you can create and share scheduling pages with your prospects so they can easily schedule time on your connected Google, Office 365, or Exchange calendar. Booking in this way also ensures that you’re never double-booked.
You can also use HubSpot's calendar sync with Google Calendar or Outlook Calendar to schedule meetings directly from HubSpot or your calendar.
- Manage meetings tool settings
- Create and edit scheduling pages
- Share scheduling pages
- Use HubSpot's calendar sync with Google Calendar or Outlook Calendar
- Schedule a meeting with a contact in a record
Set up an inbox for sales inquiries
The conversations inbox is a central location in HubSpot where messages from all your connected channels will appear, such as email and chat. In each conversation, you can view ongoing conversations, reply to messages, and create tickets.
You can create a conversations inbox that is specifically for your sales team. Connect a team email address that multiple members of your sales team can access to communicate with customers.
You can also connect a chat channel to the inbox, which allows you to create chatflows. Chatflows are chat widgets that you can add to your website. Any incoming messages will be routed to your conversations inbox where you can respond. There are two types of chatflows: live chat with real-time conversations with a team member, and bot chatflows with pre-set actions.
You can also connect a Facebook Messenger channel or form channel to your inbox.
- Set up the conversations inbox
- Connect channels to the inbox: Team email | Chat | Facebook Messenger | Form
- Create a chatflow: Live chat | Bot
Connect with customers in the inbox
After you connect channels to the conversations inbox, respond to customers’ inquiries sent from any channel in one centralized location. You can reassign a conversation to a team member who is selling to a particular territory or account type, add a comment to an existing thread to get insight from your manager, or move a conversation to another team’s inbox. During the conversation, view contextual information about the customer’s engagement history with your business to keep your response relevant. While chatting with a website visitor, you can also change channels and respond via email.
- Collaborate with your team in the inbox
- Compose and reply to emails in the conversations inbox
- Chat with your website visitors
Monitor lead activity and engagement
You can get notified when a prospect or lead returns to your website so you or your team know that it's time to follow up. Prospects are visitors to your site who haven’t converted on a form, but can be tracked if you have the HubSpot tracking code installed on your website. You can customize how you’re notified when all or specific existing contacts revisit your website.
If you're using the HubSpot Sales Chrome extension or the Windows tray app, you can also review and manage real-time lead revisit notifications, email opens, document views, or meetings booked in the activity feed.
- Track prospects
- Set up lead revisit notifications
- View your sales notifications in the activity feed
Make phone calls
While working in HubSpot, you may need to make a call to one of your contacts. You can either acquire a HubSpot provided phone number, register an outbound phone number, or use a third-party calling provider to make calls to your contacts. During the call, you can take notes or record the call. Sales managers can then review the recording later to help coach their team. You can also provide your team with playbooks to reference on calls to standardize your notes and call scripts.
Join the HubSpot Community
To engage with other users and get more out of your HubSpot tools, join the HubSpot Community. You can see examples from peers, get tips and advice from experts, learn how to troubleshoot common issues, and submit feedback to the Product team.
Thank you for your feedback, it means a lot to us.
Learn the standard definitions for HubSpot’s tools and features.Knowledge base
Manage your CRM database
Learn how to get started managing a CRM database in HubSpot.Knowledge base
HubSpot Sales Software
Learn how to demonstrates your ability to execute an inbound sales process using HubSpot CRM and Sales Hub.Academy