Generate sales

Last updated: March 9, 2021

Applies to:

All products and plans

Close more deals and increase revenue for your business using HubSpot’s sales tools. 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 sales reports 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 in to HubSpot.

Complete tasks

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.

Track deals

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. When it’s time to close a deal and make a sale, you can create a quote directly from the deal record. A quote is a shareable website page that contains pricing and payment information for your products and services. 

Send sales emails

Send 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. You can either send a pre-made sales template or write an email from scratch. 

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. Your personal email is the email address that you use to communicate with your contacts and it is not used by anyone else on your team. It is different from a team email address that you connect to your conversations inbox.

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. 

Book meetings on your calendar

When it’s time to start booking demos and calls, you can create and share meeting links with your prospects so they can easily book time with you on your calendar. You need to connect your Google or Office 365 calendar to the meetings tool in your account settings. The tool ensures that you’re never double-booked and automatically adds all meetings booked through a meeting link to your calendar.

You can also use HubSpot's calendar sync with Google Calendar or Outlook Calendar. This integration allows you to schedule a meeting directly from a contact's record, or from your integrated Google Calendar or Outlook Calendar. 

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. You can view ongoing conversations, reply to messages, and create tickets for each conversation. 

You can create a conversations inbox that is specifically for your sales team. With a shared team email address connected, you can reassign threads to another sales rep or comment on a thread to get another team member’s perspective. A team email address is a shared email address that multiple users have access to and use to communicate with customers, and is separate from a personal email address that you use to send one-to-one sales emails. 

You can also connect a chat channel, Facebook Messenger channel, or form channel to your inbox.  

Set up a live chat or bot to connect leads with your sales team

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 and bot. 

  • Live chat chatflows allow visitors to start real-time conversations with members of your sales team. For example, you might want to add a live chat to your pricing page so visitors can start a conversation with your sales reps while reviewing your pricing and packaging information.
  • Bot chatflows lead visitors down a path of pre-set actions until their inquiry is resolved or they can connect with someone on your team. Bots can help your sales team manage incoming messages at scale. For example, you can create a bot that asks for information about a visitor’s job title and company size. Depending on their response, you can route them to the correct internal team.

Before getting started, make sure to set up your chat channel in the conversations inbox and ensure you've installed the HubSpot tracking code on your website.  

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. 

Make phone calls

While working in HubSpot, you may need to make a call to one of your contacts while working from their record in the CRM. Add your phone number from a contact record and start making calls without leaving HubSpot. You can take notes and record the call. Sales managers can navigate to contact records and locate call recordings if they want to review them. 

Analyze sales 

Once you set up your sales tools and start to generate sales, you can analyze the impact of your sales efforts. You can either use a pre-made template or customize your dashboard to track your sales team's progress. 

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.